SIXS vs. CSMD ETF Comparison

Comparison of 6 Meridian Small Cap Equity ETF (SIXS) to Congress SMid Growth ETF (CSMD)
SIXS

6 Meridian Small Cap Equity ETF

SIXS Description

The investment seeks to provide capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in small-capitalization equity securities. The Sub-Adviser considers small-capitalization companies to be the smallest 75% of stocks included in the Russell 3000 Index by market capitalization. Although it invests primarily in small-capitalization securities, the fund may invest in equity securities of companies of any capitalization. The equity securities in which it invests are mainly common stocks.

Grade (RS Rating)

Last Trade

$52.01

Average Daily Volume

2,095

Number of Holdings *

81

* 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 SIXS CSMD
30 Days 7.89% 7.37%
60 Days 6.93% 5.09%
90 Days 6.21% 6.50%
12 Months 20.47% 29.61%
2 Overlapping Holdings
Symbol Grade Weight in SIXS Weight in CSMD Overlap
PBH A 1.17% 2.59% 1.17%
SMPL B 1.21% 1.67% 1.21%
SIXS Overweight 79 Positions Relative to CSMD
Symbol Grade Weight
CALM A 2.95%
PRDO B 2.65%
AGO B 2.52%
HCI C 2.35%
INVA D 2.11%
COLL F 1.68%
CEIX A 1.46%
HCC B 1.34%
LRN A 1.34%
ENVA B 1.33%
ATEN B 1.31%
HSII B 1.31%
ATGE B 1.3%
AX A 1.3%
MGEE C 1.29%
AMR C 1.28%
AMSF B 1.27%
DNOW B 1.27%
PFBC B 1.26%
MCY A 1.25%
VRTS B 1.25%
VIRT B 1.23%
HMN B 1.23%
PRGS A 1.23%
AMBC C 1.23%
FDP B 1.22%
BKE B 1.22%
EIG B 1.19%
CUBI C 1.19%
PINC B 1.18%
HP B 1.18%
RAMP C 1.18%
REX D 1.17%
SM B 1.16%
DVAX C 1.16%
HSTM B 1.16%
MMSI B 1.15%
MSGS A 1.15%
ZEUS C 1.14%
PUMP B 1.14%
FIZZ C 1.13%
PLAB C 1.12%
AWR B 1.12%
BOX B 1.11%
SCSC B 1.11%
SPNT A 1.11%
LTC B 1.11%
TR B 1.11%
GDEN B 1.1%
NPK B 1.09%
EZPW A 1.09%
BFH B 1.09%
MOV C 1.08%
SAFT C 1.08%
GTY B 1.08%
WNC C 1.08%
WRLD C 1.07%
ANDE D 1.06%
JJSF B 1.06%
WKC D 1.06%
MHO D 1.06%
RES D 1.06%
BRC D 1.05%
RDN C 1.04%
GIII D 1.04%
ENSG D 1.02%
PMT D 1.01%
MTUS C 1.01%
DXC B 1.0%
LBRT D 0.99%
RGR F 0.99%
JBSS D 0.93%
CVI F 0.9%
CLW F 0.88%
SPTN D 0.88%
NABL F 0.87%
THS D 0.83%
LPG F 0.79%
OGN D 0.76%
SIXS Underweight 41 Positions Relative to CSMD
Symbol Grade Weight
FIX A -4.4%
CYBR B -3.72%
CW B -3.4%
SPSC C -3.1%
VMI B -3.09%
PTC A -2.92%
TSCO D -2.88%
STRL B -2.85%
BJ A -2.69%
SUM B -2.62%
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%
LECO B -1.86%
POOL C -1.85%
KNSL B -1.75%
AVY D -1.75%
CHH A -1.69%
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%
Compare ETFs