CSMD vs. LOPP ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to Gabelli Love Our Planet & People ETF (LOPP)
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

$31.61

Average Daily Volume

40,471

Number of Holdings *

43

* may have additional holdings in another (foreign) market
LOPP

Gabelli Love Our Planet & People ETF

LOPP Description LOPP will emphasize the environmental aspect, or ā€œEā€ in ESG, placing an emphasis on investing in publicly traded companies with a focus on sustainability. The Fund combines a research intensive process with social screens and a holistic ESG overlay to deliver returns in a socially responsive manner.

Grade (RS Rating)

Last Trade

$29.83

Average Daily Volume

272

Number of Holdings *

44

* may have additional holdings in another (foreign) market
Performance
Period CSMD LOPP
30 Days 7.37% 6.08%
60 Days 5.09% 7.24%
90 Days 6.50% 11.36%
12 Months 29.61% 30.36%
1 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in LOPP Overlap
VMI B 3.09% 2.74% 2.74%
CSMD Overweight 42 Positions Relative to LOPP
Symbol Grade Weight
FIX A 4.4%
CYBR B 3.72%
CW B 3.4%
SPSC C 3.1%
PTC A 2.92%
TSCO D 2.88%
STRL B 2.85%
BJ A 2.69%
SUM B 2.62%
PBH A 2.59%
MEDP D 2.57%
WHD B 2.52%
UFPT B 2.51%
PODD C 2.46%
HALO F 2.45%
AZEK A 2.42%
MORN B 2.35%
WSM B 2.35%
ELF C 2.3%
ENTG D 2.21%
CVLT B 2.18%
NVT B 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 F 1.87%
LECO B 1.86%
POOL C 1.85%
KNSL B 1.75%
AVY D 1.75%
CHH A 1.69%
SMPL B 1.67%
WERN C 1.61%
TRNO F 1.59%
RGEN D 1.44%
OPCH D 1.19%
PEN B 1.16%
PSN D 0.9%
CALX D 0.02%
CSMD Underweight 43 Positions Relative to LOPP
Symbol Grade Weight
HUBB B -5.01%
XYL D -4.81%
WCN A -4.74%
RSG A -4.01%
SPGI C -3.99%
BLBD D -3.47%
WY D -3.35%
MIR A -3.21%
CMI A -3.11%
FLEX A -2.82%
APD A -2.74%
ROCK C -2.72%
AZZ B -2.51%
AWK D -2.36%
CCK C -2.35%
JCI C -2.21%
FCX D -2.1%
DE A -2.05%
TKR D -2.04%
REZI A -1.95%
AGR B -1.92%
DAR C -1.62%
NEP F -1.6%
CNH C -1.59%
LNT A -1.49%
IDA A -1.41%
GOOG C -1.37%
BBVA F -1.35%
LFUS F -1.3%
MATW C -1.2%
FLS B -1.2%
ACA A -1.18%
BEN C -0.92%
UL D -0.86%
ING F -0.83%
CARR D -0.7%
VRTX F -0.58%
DAN D -0.48%
RPRX D -0.46%
MWA B -0.45%
PLPC B -0.43%
ROG D -0.43%
BMRN D -0.39%
Compare ETFs