CSMD vs. PVAL ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to Putnam Focused Large Cap Value ETF (PVAL)
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
10
PVAL
Putnam Focused Large Cap Value ETF
PVAL Description
The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq U.S. Contrarian Value Index (the index). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities in the Nasdaq US Large Mid Cap Index (the parent index) that appear to be undervalued by the market relative to their fundamental value.Grade (RS Rating)
Last Trade
$36.28
Average Daily Volume
210,715
44
Performance
| Period | CSMD | PVAL |
|---|---|---|
| 30 Days | 0.14% | 0.86% |
| 60 Days | -0.76% | 2.69% |
| 90 Days | -2.26% | 2.08% |
| 12 Months | 27.80% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CSMD | Weight in PVAL | Overlap | |
|---|---|---|---|---|---|
| BJ | B | 2.91% | 1.83% | 1.83% |
CSMD Underweight 43 Positions Relative to PVAL
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | D | -4.01% | |
| BAC | B | -3.57% | |
| WMT | A | -3.52% | |
| APO | B | -3.28% | |
| ORCL | A | -2.97% | |
| REGN | B | -2.92% | |
| C | B | -2.78% | |
| GS | A | -2.72% | |
| KO | A | -2.62% | |
| COP | D | -2.6% | |
| FCX | C | -2.59% | |
| CI | D | -2.56% | |
| TMO | D | -2.54% | |
| MCK | B | -2.54% | |
| MSFT | A | -2.47% | |
| COF | D | -2.46% | |
| PG | C | -2.45% | |
| NXPI | B | -2.43% | |
| HLT | B | -2.39% | |
| AIG | D | -2.35% | |
| JCI | D | -2.35% | |
| NRG | D | -2.29% | |
| PHM | D | -2.27% | |
| SNY | B | -2.26% | |
| QCOM | B | -2.13% | |
| IR | C | -2.08% | |
| GLPI | B | -2.07% | |
| FDX | B | -1.89% | |
| SCHW | D | -1.85% | |
| GM | B | -1.81% | |
| VLO | D | -1.64% | |
| CEG | B | -1.62% | |
| EXC | D | -1.51% | |
| BALL | D | -1.45% | |
| ORLY | C | -1.43% | |
| EMN | D | -1.36% | |
| NOC | D | -1.34% | |
| CTVA | D | -1.33% | |
| TMUS | B | -1.3% | |
| LUV | D | -1.24% | |
| ABBV | C | -1.2% | |
| URI | D | -1.0% | |
| CHTR | C | -0.85% |
CSMD: Top Represented Industries & Keywords
PVAL: Top Represented Industries & Keywords
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