CSD vs. CSMD ETF Comparison
Comparison of Guggenheim Spin-Off ETF (CSD) to Congress SMid Growth ETF (CSMD)
CSD
Guggenheim Spin-Off ETF
CSD Description
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the Beacon Spin-off Index. The fund invests at least 90% of its assets in common stock, ADRs and MLPs that comprise the index and depositary receipts representing common stocks included in the index. It generally will invest in all of the securities comprising the index in proportion to their weightings in the index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$86.65
Average Daily Volume
2,219
24
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
43
Performance
Period | CSD | CSMD |
---|---|---|
30 Days | 6.29% | 5.72% |
60 Days | 8.22% | 4.62% |
90 Days | 14.87% | 5.29% |
12 Months | 47.42% | 28.13% |
0 Overlapping Holdings
Symbol | Grade | Weight in CSD | Weight in CSMD | Overlap |
---|
CSD Overweight 24 Positions Relative to CSMD
Symbol | Grade | Weight | |
---|---|---|---|
GEV | B | 8.93% | |
VLTO | C | 6.56% | |
GEHC | D | 6.5% | |
CEG | C | 6.17% | |
SOLV | D | 5.46% | |
DTM | A | 5.19% | |
ESAB | C | 5.17% | |
KD | B | 5.03% | |
CR | A | 5.0% | |
GXO | B | 4.99% | |
VNT | C | 4.92% | |
KNF | B | 4.36% | |
UHAL | D | 3.86% | |
OGN | F | 3.16% | |
RXO | D | 3.09% | |
VSCO | C | 2.37% | |
PHIN | A | 1.88% | |
NATL | B | 1.82% | |
FTRE | D | 1.48% | |
CNXC | F | 1.47% | |
VSTS | C | 1.37% | |
VMEO | B | 0.82% | |
EMBC | C | 0.69% | |
CCSI | C | 0.37% |
CSD Underweight 43 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% | |
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 | 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% |
CSD: Top Represented Industries & Keywords
CSMD: Top Represented Industries & Keywords