BELT vs. CSMD ETF Comparison
Comparison of BlackRock Long-Term U.S. Equity ETF (BELT) to Congress SMid Growth ETF (CSMD)
BELT
BlackRock Long-Term U.S. Equity ETF
BELT Description
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of U.S. issuers and derivatives with similar economic characteristics. It may invest up to 20% of its assets in equity securities of foreign issuers, including ADRs and GDRs. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$30.36
Average Daily Volume
990
Number of Holdings
*
20
* 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
$31.25
Average Daily Volume
40,016
Number of Holdings
*
43
* may have additional holdings in another (foreign) market
Performance
| Period | BELT | CSMD |
|---|---|---|
| 30 Days | 1.17% | 5.72% |
| 60 Days | 1.28% | 4.62% |
| 90 Days | 2.70% | 5.29% |
| 12 Months | 28.13% |
1 Overlapping Holdings
| Symbol | Grade | Weight in BELT | Weight in CSMD | Overlap | |
|---|---|---|---|---|---|
| ENTG | D | 2.84% | 2.21% | 2.21% |
BELT Underweight 42 Positions Relative to CSMD
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIX | A | -4.4% | |
| CYBR | A | -3.72% | |
| CW | C | -3.4% | |
| SPSC | D | -3.1% | |
| VMI | B | -3.09% | |
| PTC | B | -2.92% | |
| TSCO | D | -2.88% | |
| STRL | A | -2.85% | |
| BJ | A | -2.69% | |
| SUM | B | -2.62% | |
| PBH | A | -2.59% | |
| MEDP | D | -2.57% | |
| WHD | B | -2.52% | |
| UFPT | C | -2.51% | |
| PODD | C | -2.46% | |
| HALO | F | -2.45% | |
| AZEK | A | -2.42% | |
| MORN | B | -2.35% | |
| WSM | C | -2.35% | |
| ELF | C | -2.3% | |
| 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 | D | -1.87% | |
| LECO | C | -1.86% | |
| POOL | C | -1.85% | |
| KNSL | B | -1.75% | |
| AVY | F | -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% |
BELT: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Medical Instruments & Supplies
Semiconductor Equipment & Materials
Semiconductors
Software - Application
Specialty Industrial Machinery
Biotechnology
Capital Markets
Credit Services
Diagnostics & Research
Diversified Industrials
Home Improvement Stores
Restaurants
Software - Infrastructure
CSMD: Top Represented Industries & Keywords
Industries:
Engineering & Construction
Software - Application
Specialty Retail
Biotechnology
Diversified Industrials
Medical Devices
Banks - Regional - US
Building Materials
Building Products & Equipment
Business Equipment
Business Services
Communication Equipment
Diagnostics & Research
Discount Stores
Electronic Components
Household & Personal Products
Information Technology Services
Insurance - Property & Casualty
Leisure
Lodging
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