MDCP vs. CSMD ETF Comparison

Comparison of VictoryShares THB Mid Cap ESG ETF (MDCP) to Congress SMid Growth ETF (CSMD)
MDCP

VictoryShares THB Mid Cap ESG ETF

MDCP Description

Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. The fund invests in public equity markets across global region. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies, within the market capitalization range of the Russell Mid Cap Index. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. The fund does not invest in companies operating across manufacture of complete tobacco products, cluster munitions, thermal coal and fossil fuels sectors. It employs internal, external and proprietary research to create its portfolio. Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$30.67

Average Daily Volume

4,652

Number of Holdings *

30

* may have additional holdings in another (foreign) market
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

$31.61

Average Daily Volume

40,471

Number of Holdings *

43

* may have additional holdings in another (foreign) market
Performance
Period MDCP CSMD
30 Days 4.87% 7.37%
60 Days 4.23% 5.09%
90 Days 6.29% 6.50%
12 Months 26.28% 29.61%
4 Overlapping Holdings
Symbol Grade Weight in MDCP Weight in CSMD Overlap
CW B 2.17% 3.4% 2.17%
LECO B 2.42% 1.86% 1.86%
POOL C 3.57% 1.85% 1.85%
PTC A 3.65% 2.92% 2.92%
MDCP Overweight 26 Positions Relative to CSMD
Symbol Grade Weight
HLI B 4.61%
NVR D 4.23%
KEYS A 4.21%
BRO B 4.09%
WAB B 4.05%
FAST B 4.01%
EME C 3.92%
INGR B 3.89%
DHI D 3.86%
CSL C 3.83%
TDY B 3.79%
CF B 3.67%
CASY A 3.46%
CHE D 3.29%
HEI B 3.23%
NEU C 3.21%
CBOE B 3.21%
GGG B 3.11%
WST C 3.04%
CACI D 2.98%
HOLX D 2.95%
ODFL B 2.72%
ROL B 2.42%
SSD D 2.35%
WSO A 2.07%
XYL D 2.0%
MDCP Underweight 39 Positions Relative to CSMD
Symbol Grade Weight
FIX A -4.4%
CYBR B -3.72%
SPSC C -3.1%
VMI B -3.09%
TSCO D -2.88%
STRL B -2.85%
BJ A -2.69%
SUM B -2.62%
PBH A -2.59%
MEDP D -2.57%
WHD B -2.52%
UFPT B -2.51%
PODD C -2.46%
HALO F -2.45%
AZEK A -2.42%
MORN B -2.35%
WSM B -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 F -1.87%
KNSL B -1.75%
AVY D -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%
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