SMLL vs. CSMD ETF Comparison
Comparison of Harbor Active Small Cap ETF (SMLL) to Congress SMid Growth ETF (CSMD)
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
$22.75
Average Daily Volume
3,276
40
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
43
Performance
Period | SMLL | CSMD |
---|---|---|
30 Days | 12.12% | 7.37% |
60 Days | 15.66% | 5.09% |
90 Days | 6.50% | |
12 Months | 29.61% |
SMLL Overweight 38 Positions Relative to CSMD
Symbol | Grade | Weight | |
---|---|---|---|
LBRT | D | 6.17% | |
SSNC | B | 4.74% | |
JBI | F | 4.68% | |
DOCS | C | 3.71% | |
PCTY | B | 3.66% | |
RS | B | 3.43% | |
ZG | A | 3.13% | |
FOUR | B | 3.08% | |
WTFC | A | 3.01% | |
LYFT | C | 2.71% | |
FRSH | C | 2.63% | |
APAM | B | 2.61% | |
RLJ | C | 2.42% | |
ATR | B | 2.37% | |
WRBY | B | 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 | D | 1.3% | |
CHWY | B | 1.26% | |
QTWO | A | 1.26% | |
WSC | D | 1.2% | |
NWE | B | 1.09% | |
RBC | A | 1.08% | |
BECN | B | 1.08% | |
FBIN | D | 1.07% | |
RL | B | 1.06% | |
EWCZ | F | 1.01% | |
TRUE | B | 0.95% | |
TMCI | D | 0.91% | |
CMS | C | 0.88% | |
REYN | D | 0.74% |
SMLL 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% | |
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% | |
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% | |
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% |
SMLL: Top Represented Industries & Keywords
CSMD: Top Represented Industries & Keywords