CSMD vs. PSCM ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to PowerShares S&P SmallCap Materials Portfolio (PSCM)
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

Number of Holdings *

43

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

PowerShares S&P SmallCap Materials Portfolio

PSCM Description The PowerShares S&P SmallCap Materials Portfolio (Fund) is based on the S&P SmallCap 600® Capped Materials Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to measure the overall performance of common stocks of US basic materials companies. These companies are principally engaged in the business of producing raw materials, including paper or wood products, chemicals, construction materials, and mining and metals. The Index is a subset of the S&P SmallCap 600® Index, which is a float-adjusted, market-capitalization-weighted index reflecting the US small-cap market. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$83.43

Average Daily Volume

1,065

Number of Holdings *

29

* may have additional holdings in another (foreign) market
Performance
Period CSMD PSCM
30 Days 1.80% 5.47%
60 Days 2.24% 6.13%
90 Days 4.80% 8.13%
12 Months 26.29% 28.01%
0 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in PSCM Overlap
CSMD Overweight 43 Positions Relative to PSCM
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%
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 29 Positions Relative to PSCM
Symbol Grade Weight
CRS A -11.9%
ATI C -9.4%
BCPC B -7.64%
SEE D -6.77%
FUL F -5.4%
HCC B -4.67%
SXT C -4.27%
ARCH B -4.0%
SLVM B -3.92%
IOSP C -3.88%
AMR C -3.53%
MTX C -3.44%
HWKN B -3.15%
MTRN C -3.13%
KWR C -3.07%
MP C -2.99%
OI D -2.58%
NGVT B -2.23%
SCL D -2.12%
WS B -2.0%
KALU C -1.69%
CENX B -1.53%
SXC A -1.39%
KOP C -1.06%
ASIX B -1.05%
HAYN A -1.03%
MATV F -0.9%
MTUS D -0.73%
MYE F -0.55%
Compare ETFs