CSMD vs. BELT ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to BlackRock Long-Term U.S. Equity ETF (BELT)
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
$31.22
Average Daily Volume
39,560
43
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
$30.04
Average Daily Volume
996
20
Performance
| Period | CSMD | BELT |
|---|---|---|
| 30 Days | 1.80% | 0.73% |
| 60 Days | 2.24% | 0.98% |
| 90 Days | 4.80% | 2.70% |
| 12 Months | 26.29% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CSMD | Weight in BELT | Overlap | |
|---|---|---|---|---|---|
| ENTG | F | 2.21% | 2.84% | 2.21% |
CSMD Overweight 42 Positions Relative to BELT
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIX | A | 4.4% | |
| CYBR | A | 3.72% | |
| CW | B | 3.4% | |
| SPSC | D | 3.1% | |
| VMI | B | 3.09% | |
| PTC | B | 2.92% | |
| TSCO | D | 2.88% | |
| STRL | B | 2.85% | |
| BJ | B | 2.69% | |
| SUM | B | 2.62% | |
| PBH | A | 2.59% | |
| MEDP | F | 2.57% | |
| WHD | B | 2.52% | |
| UFPT | C | 2.51% | |
| PODD | B | 2.46% | |
| HALO | F | 2.45% | |
| AZEK | B | 2.42% | |
| MORN | B | 2.35% | |
| WSM | C | 2.35% | |
| ELF | C | 2.3% | |
| CVLT | A | 2.18% | |
| NVT | C | 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 | D | 1.85% | |
| KNSL | B | 1.75% | |
| AVY | D | 1.75% | |
| CHH | A | 1.69% | |
| SMPL | B | 1.67% | |
| WERN | B | 1.61% | |
| TRNO | D | 1.59% | |
| RGEN | D | 1.44% | |
| OPCH | F | 1.19% | |
| PEN | B | 1.16% | |
| PSN | D | 0.9% | |
| CALX | F | 0.02% |
CSMD Underweight 19 Positions Relative to BELT
CSMD: Top Represented Industries & Keywords
BELT: Top Represented Industries & Keywords
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