CSMD vs. IPDP ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to Dividend Performers ETF (IPDP)
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
$28.58
Average Daily Volume
37,329
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
IPDP
Dividend Performers ETF
IPDP Description
The investment seeks to provide income; the secondary objective is capital appreciation. The fund’s investment strategy is twofold: (1) investing in dividend paying U.S. equity securities, and (2) credit spread options on an S&P 500 ETF or Index. It may also invest in equity real estate investment trusts (“REITs”). A credit spread is an options strategy that involves the purchase of one option and a sale of another option in the same class and with the same expiration but different strike prices.Grade (RS Rating)
Last Trade
$18.15
Average Daily Volume
2,110
Number of Holdings
*
49
* may have additional holdings in another (foreign) market
Performance
| Period | CSMD | IPDP |
|---|---|---|
| 30 Days | 0.14% | 0.25% |
| 60 Days | -0.76% | 1.65% |
| 90 Days | -2.26% | -1.12% |
| 12 Months | 20.30% |
0 Overlapping Holdings
| Symbol | Grade | Weight in CSMD | Weight in IPDP | Overlap |
|---|
CSMD Underweight 49 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | B | -2.31% | |
| AAPL | A | -2.27% | |
| MCK | B | -2.16% | |
| KLAC | B | -2.14% | |
| ABM | B | -2.13% | |
| HPQ | C | -2.13% | |
| MSI | B | -2.11% | |
| HD | C | -2.09% | |
| CAH | D | -2.09% | |
| ECL | B | -2.08% | |
| SYK | B | -2.06% | |
| CTAS | A | -2.05% | |
| HNI | C | -2.03% | |
| CSCO | D | -2.03% | |
| TT | B | -2.03% | |
| MMC | B | -2.03% | |
| APH | B | -2.03% | |
| HIG | C | -2.03% | |
| ABT | D | -2.02% | |
| MRK | C | -2.01% | |
| ACN | D | -2.0% | |
| BRO | B | -2.0% | |
| APOG | D | -1.99% | |
| TROW | C | -1.99% | |
| AMP | B | -1.99% | |
| BRC | B | -1.98% | |
| ELV | C | -1.98% | |
| CSX | D | -1.97% | |
| RGA | C | -1.97% | |
| AIT | C | -1.96% | |
| QCOM | B | -1.95% | |
| AOS | D | -1.95% | |
| TRV | D | -1.94% | |
| DOV | D | -1.93% | |
| DCI | D | -1.93% | |
| JNJ | F | -1.92% | |
| UPS | D | -1.91% | |
| SEIC | D | -1.91% | |
| GWW | C | -1.9% | |
| SNA | F | -1.9% | |
| UNH | D | -1.89% | |
| ETN | C | -1.89% | |
| ADP | D | -1.89% | |
| IEX | D | -1.86% | |
| GPC | D | -1.86% | |
| NSP | F | -1.8% | |
| WTS | D | -1.74% | |
| A | D | -1.73% | |
| LECO | F | -1.67% |
CSMD: Top Represented Industries & Keywords
Industries:
Software - Application
Specialty Retail
Diagnostics & Research
Engineering & Construction
Household & Personal Products
Packaging & Containers
Semiconductor Equipment & Materials
Software - Infrastructure
Keywords:
E-Commerce
IBD 50
Retailing
S&P 500
Supply Chain Management
Abrasives
Aerospace
Aerospace Manufacturers
Analytics Applications
Animal Product
Animal Products
Application Lifecycle Management
Applied Sciences
Barcode
Biotechnology
Building Automation
Building Biology
Building Engineering
Building Insulation Materials
Cement Services
IPDP: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Asset Management
Business Services
Communication Equipment
Drug Manufacturers - Major
Health Care Plans
Industrial Distribution
Insurance Brokers
Medical Devices
Medical Distribution
Semiconductors
Specialty Industrial Machinery
Tools & Accessories
Building Materials
Business Equipment
Computer Systems
Consumer Electronics
Diagnostics & Research
Electronic Components
Home Improvement Stores
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