CSMD vs. FCTE ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to SMI 3Fourteen Full-Cycle Trend ETF (FCTE)
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
FCTE
SMI 3Fourteen Full-Cycle Trend ETF
FCTE Description
The fund is actively managed and typically owns 20 domestic stocks that are normally included in the S&P 500 Index ("S&P 500"). The FCT strategy is based on a proprietary model developed by 3Fourteen that selects stocks based on quality stock screens and trend factors such as return on capital and cash flow stability, earnings growth, return on investment, momentum, linear regression and trend analysis. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.67
Average Daily Volume
107,981
20
Performance
| Period | CSMD | FCTE |
|---|---|---|
| 30 Days | 1.80% | -2.94% |
| 60 Days | 2.24% | -2.77% |
| 90 Days | 4.80% | -2.09% |
| 12 Months | 26.29% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CSMD | Weight in FCTE | Overlap | |
|---|---|---|---|---|---|
| TSCO | D | 2.88% | 5.12% | 2.88% |
CSMD Overweight 42 Positions Relative to FCTE
| 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% | |
| 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% | |
| ENTG | F | 2.21% | |
| 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 FCTE
CSMD: Top Represented Industries & Keywords
FCTE: Top Represented Industries & Keywords
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