CSMD vs. XPH ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to SPDR S&P Pharmaceuticals ETF (XPH)
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
XPH
SPDR S&P Pharmaceuticals ETF
XPH Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the pharmaceuticals segment of a U.S. total market composite index. In seeking to track the performance of the S&P Pharmaceuticals Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the pharmaceuticals industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$46.34
Average Daily Volume
60,002
44
Performance
| Period | CSMD | XPH |
|---|---|---|
| 30 Days | 5.72% | -0.77% |
| 60 Days | 4.62% | 3.73% |
| 90 Days | 5.29% | 5.39% |
| 12 Months | 28.13% | 28.11% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CSMD | Weight in XPH | Overlap | |
|---|---|---|---|---|---|
| PBH | A | 2.59% | 2.5% | 2.5% |
CSMD Overweight 42 Positions Relative to XPH
| 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% | |
| MEDP | D | 2.57% | |
| 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 43 Positions Relative to XPH
| Symbol | Grade | Weight | |
|---|---|---|---|
| CORT | B | -4.96% | |
| LBPH | A | -4.12% | |
| BMY | B | -4.11% | |
| ITCI | C | -4.01% | |
| JAZZ | B | -3.94% | |
| VTRS | A | -3.73% | |
| AXSM | B | -3.59% | |
| EWTX | C | -3.42% | |
| CTLT | C | -3.41% | |
| ELAN | D | -3.35% | |
| PRGO | C | -3.35% | |
| RPRX | D | -3.18% | |
| JNJ | C | -3.17% | |
| ZTS | D | -3.15% | |
| PFE | F | -3.07% | |
| LLY | F | -2.94% | |
| MRK | D | -2.93% | |
| TARS | C | -2.81% | |
| OGN | F | -2.58% | |
| SAVA | C | -2.57% | |
| ARVN | F | -2.53% | |
| SUPN | C | -2.15% | |
| AMPH | F | -2.02% | |
| PCRX | C | -1.91% | |
| LGND | C | -1.77% | |
| ANIP | F | -1.54% | |
| COLL | F | -1.48% | |
| OCUL | D | -1.44% | |
| AMRX | C | -1.33% | |
| MNMD | C | -1.23% | |
| HRMY | D | -1.22% | |
| WVE | C | -1.17% | |
| HROW | D | -1.17% | |
| INVA | D | -0.98% | |
| EYPT | D | -0.94% | |
| LQDA | F | -0.89% | |
| PLRX | D | -0.87% | |
| FULC | F | -0.85% | |
| ELVN | D | -0.64% | |
| NUVB | C | -0.6% | |
| EOLS | D | -0.52% | |
| PHAT | F | -0.48% | |
| XERS | C | -0.46% |
CSMD: Top Represented Industries & Keywords
XPH: Top Represented Industries & Keywords
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