CSMD vs. PXJ ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to PowerShares Dynamic Oil Services (PXJ)
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

$31.25

Average Daily Volume

40,016

Number of Holdings *

43

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

PowerShares Dynamic Oil Services

PXJ Description The PowerShares Dynamic Oil & Gas Services Portfolio (Fund) is based on the Dynamic Oil & Gas Services IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is composed of stocks of 30 U.S. companies that assist in the production, processing and distribution of oil and gas. The Underlying Intellidex Index may include companies that are engaged in the drilling of oil and gas wells; manufacturing oil and gas field machinery and equipment; or providing services to the oil and gas industry, such as well analysis, platform and pipeline engineering and construction, logistics and transportation services, oil and gas well emergency management and geophysical data acquisition and processing. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.

Grade (RS Rating)

Last Trade

$30.21

Average Daily Volume

24,235

Number of Holdings *

28

* may have additional holdings in another (foreign) market
Performance
Period CSMD PXJ
30 Days 5.72% 7.52%
60 Days 4.62% 1.80%
90 Days 5.29% -0.92%
12 Months 28.13% 7.65%
1 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in PXJ Overlap
WHD B 2.52% 3.12% 2.52%
CSMD Overweight 42 Positions Relative to PXJ
Symbol Grade Weight
FIX A 4.4%
CYBR A 3.72%
CW C 3.4%
SPSC D 3.1%
VMI B 3.09%
PTC B 2.92%
TSCO D 2.88%
STRL A 2.85%
BJ A 2.69%
SUM B 2.62%
PBH A 2.59%
MEDP D 2.57%
UFPT C 2.51%
PODD C 2.46%
HALO F 2.45%
AZEK A 2.42%
MORN B 2.35%
WSM C 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 D 1.87%
LECO C 1.86%
POOL C 1.85%
KNSL B 1.75%
AVY F 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 27 Positions Relative to PXJ
Symbol Grade Weight
BKR A -6.39%
FTI A -5.59%
SLB C -5.07%
HAL C -5.06%
PTEN C -4.72%
NOV C -4.7%
WFRD D -4.07%
WTTR A -3.51%
AROC A -3.4%
USAC B -3.02%
TDW F -2.99%
CLB B -2.98%
OII B -2.91%
HP C -2.88%
DHT F -2.86%
ACDC B -2.85%
NVGS D -2.8%
VTOL B -2.77%
PUMP C -2.76%
RES D -2.63%
NBR C -2.61%
HLX B -2.58%
LBRT D -2.48%
INSW F -2.41%
ECO F -2.28%
STNG F -2.2%
LPG F -2.0%
Compare ETFs