XCOR vs. CSMD ETF Comparison

Comparison of FundX ETF (XCOR) to Congress SMid Growth ETF (CSMD)
XCOR

FundX ETF

XCOR Description

FundX ETF is an exchange traded fund launched and managed by One Capital Management, LLC. The fund invests in public equity markets of global region. It invests through other funds in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to benchmark the performance of its portfolio against the S&P 500 Index and the Morningstar Global Market Large-Mid Cap Index. The fund employs proprietary research to create its portfolio. FundX ETF was formed on November 1, 2001 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$67.76

Average Daily Volume

3,992

Number of Holdings *

8

* 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

$29.27

Average Daily Volume

32,102

Number of Holdings *

42

* may have additional holdings in another (foreign) market
Performance
Period XCOR CSMD
30 Days -0.27% -1.45%
60 Days 5.48% 2.74%
90 Days 10.70% 3.72%
12 Months 35.15% 25.35%
0 Overlapping Holdings
Symbol Grade Weight in XCOR Weight in CSMD Overlap
XCOR Overweight 8 Positions Relative to CSMD
Symbol Grade Weight
QQQ B 15.31%
IWY B 11.42%
IWF B 11.22%
XLG B 11.1%
VONG B 11.04%
MGK B 10.17%
SCHG B 9.9%
MOAT C 7.98%
XCOR Underweight 42 Positions Relative to CSMD
Symbol Grade Weight
FIX B -4.08%
CYBR C -3.64%
CW A -3.47%
SPSC F -3.04%
VMI A -2.99%
PTC A -2.98%
TSCO D -2.9%
BJ A -2.74%
SUM A -2.62%
MEDP F -2.55%
STRL B -2.5%
WSM D -2.48%
KBR B -2.46%
ENTG F -2.43%
AZEK C -2.41%
PBH A -2.4%
HALO B -2.39%
MORN B -2.36%
UFPT C -2.32%
WHD B -2.29%
NVT D -2.26%
PODD A -2.26%
CDW F -2.18%
CVLT B -2.15%
ELF F -2.12%
BMI C -2.03%
WAL D -1.99%
POOL D -1.97%
STE C -1.97%
OLLI B -1.93%
AVY F -1.9%
RRC C -1.88%
LECO C -1.84%
CHH A -1.71%
TRNO F -1.67%
KNSL F -1.65%
SMPL C -1.58%
WERN B -1.56%
RGEN D -1.43%
CALX F -1.34%
OPCH F -1.32%
PEN A -1.1%
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