CSMD vs. FFSM ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to Fidelity Fundamental Small-Mid Cap ETF (FFSM)
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
$29.70
Average Daily Volume
24,834
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
FFSM
Fidelity Fundamental Small-Mid Cap ETF
FFSM Description
FFSM discloses holdings only on a monthly basis with a 30-day lag. The fund actively selects global mid- and small-cap companies with both growth and value factors. The portfolio is selected using fundamental and quantitative analysis, considering factors such as issuer's financial health and industry position, as well as the overall economic condition. The fund has a Tracking Basket Structure in place, which acts as a proxy portfolio that includes some of the funds holdings from recent disclosure, significant portion of the funds holdings, and cash. This is designed to track the funds daily performance, facilitate arbitrage opportunities and help mitigate the risk of front-running. However, investors should note that its non-transparent structure could result in wider spreads. Before February 26, 2024, the fund traded as Fidelity Small-Mid Cap Opportunities ETF under the ticker FSMO.Grade (RS Rating)
Last Trade
$27.41
Average Daily Volume
27,951
Number of Holdings
*
162
* may have additional holdings in another (foreign) market
Performance
| Period | CSMD | FFSM |
|---|---|---|
| 30 Days | 3.56% | 4.29% |
| 60 Days | 6.49% | 10.23% |
| 90 Days | 3.92% | 10.05% |
| 12 Months | 25.22% | 34.02% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CSMD | Weight in FFSM | Overlap | |
|---|---|---|---|---|---|
| MEDP | F | 2.81% | 0.61% | 0.61% |
CSMD Underweight 161 Positions Relative to FFSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | B | -1.66% | |
| UHS | D | -1.57% | |
| FTI | B | -1.52% | |
| ACGL | A | -1.47% | |
| MUSA | D | -1.45% | |
| TPX | C | -1.42% | |
| NSIT | B | -1.37% | |
| EXP | C | -1.32% | |
| FN | B | -1.26% | |
| AZO | D | -1.24% | |
| AR | C | -1.2% | |
| BJ | B | -1.19% | |
| CROX | C | -1.15% | |
| MOH | F | -1.13% | |
| USFD | C | -1.13% | |
| ITT | C | -1.12% | |
| PFGC | A | -1.11% | |
| JLL | C | -1.05% | |
| CACI | A | -1.05% | |
| CR | A | -1.04% | |
| RRX | B | -1.03% | |
| WHD | A | -1.02% | |
| ORI | A | -0.99% | |
| SN | A | -0.99% | |
| TMDX | D | -0.97% | |
| DKS | D | -0.97% | |
| SNX | C | -0.97% | |
| VRT | B | -0.96% | |
| LNG | A | -0.95% | |
| SNV | D | -0.94% | |
| DOX | B | -0.93% | |
| AIZ | B | -0.9% | |
| DFS | A | -0.89% | |
| AIT | B | -0.81% | |
| NXST | D | -0.79% | |
| RGA | B | -0.78% | |
| STX | C | -0.77% | |
| VTR | C | -0.76% | |
| AYI | A | -0.76% | |
| ALSN | A | -0.75% | |
| PNFP | B | -0.75% | |
| FAF | C | -0.75% | |
| BOOT | B | -0.74% | |
| PCG | C | -0.74% | |
| TGLS | B | -0.74% | |
| SF | A | -0.72% | |
| GPK | D | -0.72% | |
| FCNCA | D | -0.72% | |
| BC | C | -0.72% | |
| HLI | A | -0.7% | |
| ASGN | D | -0.68% | |
| ON | F | -0.68% | |
| AEIS | B | -0.67% | |
| LBRT | D | -0.65% | |
| ACM | A | -0.65% | |
| NOG | D | -0.65% | |
| BECN | D | -0.64% | |
| LPLA | D | -0.64% | |
| FSS | D | -0.63% | |
| CADE | B | -0.63% | |
| VNT | F | -0.63% | |
| KBH | D | -0.62% | |
| LPX | C | -0.61% | |
| G | A | -0.61% | |
| XPO | F | -0.6% | |
| CMC | D | -0.59% | |
| WBS | D | -0.58% | |
| CAH | B | -0.58% | |
| MTSI | B | -0.57% | |
| CBT | B | -0.57% | |
| HOLX | D | -0.57% | |
| PRI | A | -0.56% | |
| AES | C | -0.56% | |
| BCO | C | -0.55% | |
| ASO | D | -0.55% | |
| ESI | C | -0.55% | |
| MMS | C | -0.55% | |
| CHDN | C | -0.55% | |
| STLD | C | -0.54% | |
| CIEN | A | -0.53% | |
| EPRT | C | -0.53% | |
| KBR | A | -0.53% | |
| WTFC | B | -0.53% | |
| WIX | D | -0.52% | |
| EBC | B | -0.52% | |
| CNM | F | -0.52% | |
| CRL | F | -0.52% | |
| PVH | D | -0.51% | |
| AFG | A | -0.5% | |
| IESC | A | -0.5% | |
| RJF | B | -0.5% | |
| GMS | B | -0.5% | |
| HAYW | C | -0.5% | |
| BOKF | B | -0.48% | |
| CWK | D | -0.48% | |
| TEX | F | -0.47% | |
| TENB | D | -0.46% | |
| NOMD | D | -0.45% | |
| PRCT | D | -0.44% | |
| EAT | A | -0.44% | |
| AXTA | C | -0.43% | |
| WFRD | F | -0.42% | |
| CNXC | F | -0.42% | |
| BLDR | C | -0.42% | |
| LITE | A | -0.41% | |
| OLN | D | -0.4% | |
| LW | D | -0.39% | |
| ARGX | C | -0.39% | |
| CXT | F | -0.38% | |
| IP | C | -0.37% | |
| MASI | B | -0.35% | |
| AZZ | B | -0.35% | |
| RUSHA | D | -0.35% | |
| COMP | C | -0.34% | |
| GTES | C | -0.34% | |
| AMN | F | -0.34% | |
| GVA | A | -0.33% | |
| LEA | F | -0.33% | |
| FBP | B | -0.32% | |
| MTB | A | -0.3% | |
| LCII | C | -0.3% | |
| IBTX | B | -0.3% | |
| FLEX | B | -0.3% | |
| ARCB | F | -0.3% | |
| DOOO | F | -0.29% | |
| DIOD | F | -0.29% | |
| LAUR | C | -0.25% | |
| ALGM | F | -0.25% | |
| PCVX | C | -0.23% | |
| CRNX | C | -0.2% | |
| KFRC | F | -0.2% | |
| RGEN | F | -0.2% | |
| PATK | A | -0.19% | |
| CYTK | D | -0.19% | |
| AAP | F | -0.18% | |
| MDGL | F | -0.18% | |
| ACLX | C | -0.16% | |
| XPRO | F | -0.16% | |
| VCEL | F | -0.15% | |
| NUVL | B | -0.14% | |
| CLDX | F | -0.13% | |
| OMI | F | -0.13% | |
| COGT | B | -0.12% | |
| ICLR | F | -0.12% | |
| CSTM | F | -0.12% | |
| ANAB | D | -0.12% | |
| AXSM | D | -0.11% | |
| LBPH | D | -0.11% | |
| TYRA | C | -0.11% | |
| ELVN | A | -0.1% | |
| XENE | D | -0.09% | |
| AUTL | D | -0.09% | |
| TCBK | D | -0.08% | |
| VRDN | B | -0.08% | |
| PBH | D | -0.07% | |
| MRUS | D | -0.07% | |
| ARVN | F | -0.05% | |
| TXG | F | -0.02% | |
| KROS | C | -0.01% | |
| ALXO | F | -0.0% | |
| ZNTL | F | -0.0% |
CSMD: Top Represented Industries & Keywords
Industries:
Software - Application
Biotechnology
Diagnostics & Research
Diversified Industrials
Engineering & Construction
Household & Personal Products
Packaging & Containers
Software - Infrastructure
Specialty Retail
Keywords:
Aerospace
Biotechnology
E-Commerce
S&P 500
Supply Chain Management
Abrasives
Analytical Services
Analytics Applications
Animal Product
Animal Products
Anodizing
Antibodies
Application Lifecycle Management
Applied Sciences
Avionics
Barcode
Biopharmaceutical
Building Automation
Building Biology
Building Engineering
FFSM: Top Represented Industries & Keywords
Industries:
Biotechnology
Banks - Regional - US
Building Materials
Specialty Retail
Diversified Industrials
Engineering & Construction
Oil & Gas Equipment & Services
Capital Markets
Diagnostics & Research
Semiconductors
Specialty Chemicals
Business Services
Information Technology Services
Insurance - Diversified
Medical Distribution
Auto Parts
Communication Equipment
Electronic Components
Food Distribution
Home Furnishings & Fixtures
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