XTL vs. CSMD ETF Comparison
Comparison of SPDR S&P Telecom ETF (XTL) to Congress SMid Growth ETF (CSMD)
XTL
SPDR S&P Telecom ETF
XTL 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 telecommunications segment of a U.S. total market composite index. In seeking to track the performance of the S&P Telecom 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 telecommunications industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$104.53
Average Daily Volume
15,243
38
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
$29.96
Average Daily Volume
38,462
42
Performance
Period | XTL | CSMD |
---|---|---|
30 Days | 1.24% | -1.06% |
60 Days | 7.60% | 2.32% |
90 Days | 12.75% | 3.03% |
12 Months | 52.21% | 24.62% |
1 Overlapping Holdings
Symbol | Grade | Weight in XTL | Weight in CSMD | Overlap | |
---|---|---|---|---|---|
CALX | F | 2.29% | 1.19% | 1.19% |
XTL Overweight 37 Positions Relative to CSMD
Symbol | Grade | Weight | |
---|---|---|---|
LITE | A | 5.25% | |
CIEN | B | 4.98% | |
ANET | C | 4.77% | |
CCOI | B | 4.66% | |
CSCO | B | 4.64% | |
FFIV | B | 4.58% | |
TMUS | A | 4.54% | |
LUMN | C | 4.38% | |
MSI | A | 4.23% | |
T | A | 4.05% | |
JNPR | D | 4.02% | |
TDS | B | 4.0% | |
FYBR | C | 3.8% | |
VZ | C | 3.63% | |
IRDM | C | 3.4% | |
EXTR | B | 3.11% | |
NPAB | F | 2.86% | |
INFN | C | 2.76% | |
VSAT | F | 2.02% | |
VIAV | B | 1.94% | |
NTCT | B | 1.79% | |
UI | A | 1.56% | |
USM | B | 1.54% | |
HLIT | F | 1.37% | |
AAOI | A | 1.16% | |
GOGO | C | 0.98% | |
COMM | D | 0.97% | |
LILAK | F | 0.97% | |
GSAT | B | 0.96% | |
BAND | C | 0.77% | |
DGII | B | 0.73% | |
ATEX | F | 0.65% | |
CLFD | F | 0.54% | |
IDT | B | 0.5% | |
NTGR | A | 0.39% | |
SHEN | F | 0.35% | |
AVNW | F | 0.14% |
XTL Underweight 41 Positions Relative to CSMD
Symbol | Grade | Weight | |
---|---|---|---|
FIX | A | -4.36% | |
CYBR | A | -3.59% | |
CW | B | -3.48% | |
SPSC | D | -3.13% | |
VMI | B | -3.04% | |
TSCO | D | -2.95% | |
PTC | B | -2.85% | |
UFPT | C | -2.76% | |
BJ | B | -2.71% | |
STRL | B | -2.67% | |
HALO | D | -2.66% | |
MEDP | D | -2.66% | |
SUM | B | -2.64% | |
WHD | B | -2.49% | |
PBH | A | -2.46% | |
KBR | D | -2.4% | |
WSM | F | -2.36% | |
AZEK | B | -2.36% | |
ENTG | F | -2.31% | |
MORN | B | -2.3% | |
PODD | A | -2.26% | |
NVT | B | -2.21% | |
CVLT | B | -2.14% | |
CDW | F | -2.13% | |
ELF | C | -2.12% | |
BMI | B | -2.08% | |
WAL | A | -2.01% | |
OLLI | D | -1.98% | |
LECO | C | -1.91% | |
POOL | D | -1.88% | |
RRC | B | -1.84% | |
STE | D | -1.78% | |
AVY | D | -1.76% | |
CHH | A | -1.65% | |
KNSL | C | -1.62% | |
WERN | B | -1.58% | |
SMPL | B | -1.56% | |
TRNO | D | -1.54% | |
RGEN | D | -1.42% | |
OPCH | F | -1.21% | |
PEN | B | -1.14% |
XTL: Top Represented Industries & Keywords
CSMD: Top Represented Industries & Keywords