ARKX vs. CSMD ETF Comparison
Comparison of ARK Space Exploration & Innovation ETF (ARKX) to Congress SMid Growth ETF (CSMD)
ARKX
ARK Space Exploration & Innovation ETF
ARKX Description
The ARK Space Exploration & Innovation ETF’s (“Fund”) investment objective is long-term growth of capital. ARKX is an actively-managed exchange-traded fund (“ETF”) that will invest under normal circumstances primarily (at least 80% of its assets) in domestic and foreign equity securities of companies that are engaged in the Fund’s investment theme of Space Exploration and innovation. The Adviser defines “Space Exploration” as leading, enabling, or benefitting from technologically enabled products and/or services that occur beyond the surface of the Earth. Orbital Aerospace Companies are companies that launch, make, service, or operate platforms in the orbital space, including satellites and launch vehicles. Suborbital Aerospace Companies are companies that launch, make, service, or operate platforms in the suborbital space, but do not reach a velocity needed to remain in orbit around a planet. Enabling Technologies Companies are companies that develop technologies used by Space Exploration related companies for successful value-add aerospace operations. These operations include artificial intelligence, robotics, 3D printing, materials and energy storage. Aerospace Beneficiary Companies are companies whose operations stand to benefit from aerospace activities, including agriculture, internet access, global positioning system (GPS), construction, imaging, drones, air taxis and electric aviation vehicles.
Grade (RS Rating)
Last Trade
$16.59
Average Daily Volume
37,441
25
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
$29.65
Average Daily Volume
24,944
10
Performance
| Period | ARKX | CSMD |
|---|---|---|
| 30 Days | 8.22% | 0.03% |
| 60 Days | 10.31% | 3.78% |
| 90 Days | 10.01% | 3.56% |
| 12 Months | 24.64% | 25.01% |
0 Overlapping Holdings
| Symbol | Grade | Weight in ARKX | Weight in CSMD | Overlap |
|---|
ARKX Overweight 25 Positions Relative to CSMD
| Symbol | Grade | Weight | |
|---|---|---|---|
| IRDM | B | 9.79% | |
| KTOS | A | 9.44% | |
| AVAV | B | 7.56% | |
| TER | C | 7.36% | |
| TRMB | B | 6.52% | |
| RKLB | B | 5.58% | |
| LHX | A | 5.42% | |
| AMZN | C | 3.9% | |
| PLTR | A | 2.83% | |
| DE | A | 2.77% | |
| BLDE | D | 2.68% | |
| GRMN | D | 2.61% | |
| ACHR | F | 2.51% | |
| GOOG | B | 2.22% | |
| JOBY | D | 2.06% | |
| PRNT | D | 1.95% | |
| HEI | A | 1.71% | |
| LMT | A | 1.64% | |
| HON | C | 1.45% | |
| TDY | A | 1.4% | |
| PATH | D | 1.33% | |
| SNPS | F | 1.27% | |
| ANSS | D | 1.08% | |
| DDD | D | 0.69% | |
| MYNA | F | 0.0% |
ARKX: Top Represented Industries & Keywords
CSMD: Top Represented Industries & Keywords
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