CSMD vs. XOVR ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to ERShares Private-Public Crossover ETF (XOVR)
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
43
XOVR
ERShares Private-Public Crossover ETF
XOVR Description
Grade (RS Rating)
Last Trade
$18.19
Average Daily Volume
39,897
30
Performance
Period | CSMD | XOVR |
---|---|---|
30 Days | 5.72% | 9.31% |
60 Days | 4.62% | 13.06% |
90 Days | 5.29% | 17.05% |
12 Months | 28.13% | 50.39% |
1 Overlapping Holdings
Symbol | Grade | Weight in CSMD | Weight in XOVR | Overlap | |
---|---|---|---|---|---|
MEDP | D | 2.57% | 1.94% | 1.94% |
CSMD Overweight 42 Positions Relative to XOVR
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% | |
WHD | B | 2.52% | |
UFPT | C | 2.51% | |
PODD | C | 2.46% | |
HALO | F | 2.45% | |
AZEK | A | 2.42% | |
MORN | B | 2.35% | |
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% | |
KNSL | B | 1.75% | |
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 29 Positions Relative to XOVR
Symbol | Grade | Weight | |
---|---|---|---|
APP | B | -6.51% | |
NVDA | B | -6.35% | |
GOOGL | C | -5.71% | |
META | D | -4.85% | |
ORCL | A | -4.67% | |
CRM | B | -4.42% | |
CRWD | B | -3.75% | |
DASH | B | -3.61% | |
TOST | B | -3.49% | |
ANET | C | -3.38% | |
SNPS | B | -3.33% | |
HOOD | B | -3.32% | |
UI | B | -3.23% | |
ABNB | C | -3.21% | |
TTD | B | -3.08% | |
CPRT | B | -3.08% | |
DDOG | A | -3.02% | |
IOT | A | -2.83% | |
DKNG | B | -2.76% | |
CPAY | A | -2.75% | |
RMD | C | -2.75% | |
MDB | B | -2.54% | |
REGN | F | -2.49% | |
PCTY | C | -2.42% | |
UTHR | C | -2.37% | |
APPF | B | -2.31% | |
PSTG | D | -2.28% | |
MPWR | F | -1.9% | |
TSLA | B | -1.43% |
CSMD: Top Represented Industries & Keywords
XOVR: Top Represented Industries & Keywords