CSMD vs. ACSI ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to American Customer Satisfaction Core Alpha ETF (ACSI)
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
$29.61
Average Daily Volume
24,851
10
ACSI
American Customer Satisfaction Core Alpha ETF
ACSI Description
American Customer Satisfaction Core Alpha ETF (the %u201CFund%u201D) seeks to track the performance, before fees and expenses, of the American Customer Satisfaction Investable Index (the %u201CIndex%u201D).Grade (RS Rating)
Last Trade
$58.17
Average Daily Volume
218
33
Performance
Period | CSMD | ACSI |
---|---|---|
30 Days | -0.10% | 1.78% |
60 Days | 3.64% | 6.87% |
90 Days | 3.42% | 4.35% |
12 Months | 23.01% | 32.85% |
1 Overlapping Holdings
Symbol | Grade | Weight in CSMD | Weight in ACSI | Overlap | |
---|---|---|---|---|---|
TSCO | A | 2.87% | 2.42% | 2.42% |
CSMD Underweight 32 Positions Relative to ACSI
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | -6.95% | |
COST | C | -6.9% | |
GOOG | C | -4.75% | |
AMZN | C | -4.49% | |
JPM | D | -4.41% | |
MSFT | C | -4.38% | |
KDP | C | -4.22% | |
UNH | B | -3.49% | |
T | A | -3.22% | |
AIG | F | -3.2% | |
TMUS | A | -3.16% | |
VZ | A | -3.0% | |
MSI | A | -2.86% | |
NFLX | C | -2.83% | |
META | A | -2.61% | |
ALK | B | -2.59% | |
AEO | C | -2.54% | |
HUM | F | -2.53% | |
LEVI | B | -2.52% | |
ORLY | A | -2.48% | |
HLT | B | -2.43% | |
YUM | B | -2.41% | |
SKX | C | -2.3% | |
TSLA | B | -2.3% | |
TXRH | B | -2.28% | |
CLX | B | -2.26% | |
MS | B | -2.24% | |
FDX | D | -2.01% | |
SCHW | D | -1.89% | |
ATO | A | -1.47% | |
DUK | B | -1.41% | |
BRK.A | C | -1.36% |
CSMD: Top Represented Industries & Keywords
ACSI: Top Represented Industries & Keywords