CSMD vs. SMLL ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to Harbor Active Small Cap ETF (SMLL)
CSMD
Congress SMid Growth ETF
CSMD Description
The fund is an actively-managed exchange-traded fund ("ETF"). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which Congress Asset Management Company, LLP considers to have a small to mid-size market capitalization.
Grade (RS Rating)
Last Trade
$31.25
Average Daily Volume
40,016
Number of Holdings
*
43
* may have additional holdings in another (foreign) market
SMLL
Harbor Active Small Cap ETF
SMLL Description
The investment seeks daily investment results, before fees and expenses, of 200% of the daily performance of the Russell 2000® Index. The fund invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, and securities of the index, ETFs that track the index and other financial instruments that provide daily leveraged exposure to the index or ETFs that track the index. The index measures the performance of approximately 2,000 small-cap companies in the Russell 3000® Index, based on a combination of their market capitalization and current index membership. The fund is non-diversified.Grade (RS Rating)
Last Trade
$22.42
Average Daily Volume
3,358
Number of Holdings
*
40
* may have additional holdings in another (foreign) market
Performance
Period | CSMD | SMLL |
---|---|---|
30 Days | 5.72% | 9.52% |
60 Days | 4.62% | 13.98% |
90 Days | 5.29% | |
12 Months | 28.13% |
CSMD Overweight 41 Positions Relative to SMLL
Symbol | Grade | Weight | |
---|---|---|---|
FIX | A | 4.4% | |
CYBR | A | 3.72% | |
CW | C | 3.4% | |
SPSC | D | 3.1% | |
VMI | B | 3.09% | |
PTC | B | 2.92% | |
TSCO | D | 2.88% | |
STRL | A | 2.85% | |
BJ | A | 2.69% | |
SUM | B | 2.62% | |
PBH | A | 2.59% | |
MEDP | D | 2.57% | |
WHD | B | 2.52% | |
UFPT | C | 2.51% | |
PODD | C | 2.46% | |
HALO | F | 2.45% | |
AZEK | A | 2.42% | |
WSM | C | 2.35% | |
ELF | C | 2.3% | |
ENTG | D | 2.21% | |
CVLT | B | 2.18% | |
NVT | B | 2.15% | |
KBR | F | 2.08% | |
WAL | B | 2.08% | |
BMI | B | 2.08% | |
CDW | F | 1.94% | |
RRC | B | 1.93% | |
OLLI | D | 1.88% | |
STE | D | 1.87% | |
LECO | C | 1.86% | |
POOL | C | 1.85% | |
AVY | F | 1.75% | |
CHH | A | 1.69% | |
SMPL | B | 1.67% | |
WERN | C | 1.61% | |
TRNO | F | 1.59% | |
RGEN | D | 1.44% | |
OPCH | D | 1.19% | |
PEN | B | 1.16% | |
PSN | D | 0.9% | |
CALX | D | 0.02% |
CSMD Underweight 38 Positions Relative to SMLL
Symbol | Grade | Weight | |
---|---|---|---|
LBRT | D | -6.17% | |
SSNC | B | -4.74% | |
JBI | F | -4.68% | |
DOCS | C | -3.71% | |
PCTY | C | -3.66% | |
RS | B | -3.43% | |
ZG | A | -3.13% | |
FOUR | A | -3.08% | |
WTFC | A | -3.01% | |
LYFT | C | -2.71% | |
FRSH | B | -2.63% | |
APAM | B | -2.61% | |
RLJ | C | -2.42% | |
ATR | B | -2.37% | |
WRBY | A | -2.04% | |
OSCR | D | -1.95% | |
LSTR | D | -1.85% | |
PLOW | D | -1.79% | |
USPH | B | -1.77% | |
HAYW | B | -1.76% | |
PECO | A | -1.56% | |
MC | C | -1.51% | |
MCRI | A | -1.51% | |
SAM | C | -1.32% | |
NNN | C | -1.3% | |
CHWY | B | -1.26% | |
QTWO | A | -1.26% | |
WSC | F | -1.2% | |
NWE | C | -1.09% | |
RBC | A | -1.08% | |
BECN | B | -1.08% | |
FBIN | F | -1.07% | |
RL | C | -1.06% | |
EWCZ | F | -1.01% | |
TRUE | C | -0.95% | |
TMCI | C | -0.91% | |
CMS | C | -0.88% | |
REYN | D | -0.74% |
CSMD: Top Represented Industries & Keywords
Industries:
Engineering & Construction
Software - Application
Specialty Retail
Biotechnology
Diversified Industrials
Medical Devices
Banks - Regional - US
Building Materials
Building Products & Equipment
Business Equipment
Business Services
Communication Equipment
Diagnostics & Research
Discount Stores
Electronic Components
Household & Personal Products
Information Technology Services
Insurance - Property & Casualty
Leisure
Lodging
SMLL: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Asset Management
Packaging & Containers
REIT - Retail
Apparel Manufacturing
Auto Parts
Banks - Regional - US
Beverages - Brewers
Building Materials
Building Products & Equipment
Business Services
Electrical Equipment & Parts
Health Information Services
Healthcare Plans
Home Furnishings & Fixtures
Household & Personal Products
Insurance - Property & Casualty
Integrated Shipping & Logistics
Internet Content & Information