CSMD vs. XMMO ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to Invesco S&P MidCap Momentum ETF (XMMO)
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
$29.20
Average Daily Volume
31,615
Number of Holdings
*
42
* may have additional holdings in another (foreign) market
XMMO
Invesco S&P MidCap Momentum ETF
XMMO Description
The investment seeks to track the investment results (before fees and expenses) of the S&P MidCap 400 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is composed of constituents of the S&P MidCap 400 that have the highest momentum score.Grade (RS Rating)
Last Trade
$121.33
Average Daily Volume
203,780
Number of Holdings
*
77
* may have additional holdings in another (foreign) market
Performance
| Period | CSMD | XMMO |
|---|---|---|
| 30 Days | -1.52% | 1.09% |
| 60 Days | -1.48% | 2.60% |
| 90 Days | 2.21% | 7.60% |
| 12 Months | 27.71% | 56.14% |
CSMD Overweight 36 Positions Relative to XMMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| CYBR | C | 3.69% | |
| SPSC | F | 3.39% | |
| TSCO | D | 3.14% | |
| VMI | A | 3.06% | |
| PTC | B | 2.9% | |
| BJ | A | 2.74% | |
| MEDP | F | 2.62% | |
| STRL | B | 2.54% | |
| CDW | F | 2.42% | |
| KBR | B | 2.4% | |
| HALO | B | 2.39% | |
| UFPT | D | 2.35% | |
| PBH | A | 2.34% | |
| ENTG | D | 2.33% | |
| WHD | B | 2.33% | |
| PODD | A | 2.29% | |
| SUM | A | 2.27% | |
| AZEK | C | 2.26% | |
| ELF | F | 2.04% | |
| BMI | D | 1.99% | |
| WAL | C | 1.93% | |
| STE | D | 1.93% | |
| OLLI | C | 1.91% | |
| POOL | B | 1.88% | |
| AVY | D | 1.88% | |
| RRC | D | 1.84% | |
| LECO | B | 1.8% | |
| KNSL | F | 1.75% | |
| TRNO | F | 1.72% | |
| OPCH | F | 1.67% | |
| CHH | A | 1.6% | |
| WERN | A | 1.55% | |
| SMPL | C | 1.49% | |
| RGEN | D | 1.43% | |
| CALX | D | 1.36% | |
| PEN | A | 1.05% |
CSMD Underweight 71 Positions Relative to XMMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | A | -3.38% | |
| RGA | C | -2.8% | |
| LII | B | -2.74% | |
| CSL | C | -2.59% | |
| SFM | A | -2.54% | |
| THC | C | -2.41% | |
| TPL | A | -2.36% | |
| WING | F | -2.25% | |
| TOL | C | -2.16% | |
| EQH | B | -2.15% | |
| EVR | A | -2.0% | |
| FNF | C | -1.98% | |
| TXRH | A | -1.94% | |
| JEF | B | -1.79% | |
| CASY | A | -1.77% | |
| IBKR | A | -1.74% | |
| ANF | F | -1.56% | |
| PSTG | D | -1.55% | |
| MUSA | C | -1.51% | |
| HRB | D | -1.5% | |
| CLH | C | -1.48% | |
| DTM | A | -1.47% | |
| EWBC | A | -1.44% | |
| HLI | A | -1.42% | |
| ITT | C | -1.41% | |
| BLD | F | -1.38% | |
| XPO | A | -1.38% | |
| CACI | A | -1.38% | |
| SF | A | -1.37% | |
| JLL | B | -1.33% | |
| EHC | A | -1.3% | |
| BWXT | B | -1.22% | |
| AIT | A | -1.22% | |
| NBIX | C | -1.19% | |
| COKE | D | -1.16% | |
| CNM | D | -1.15% | |
| AYI | A | -1.12% | |
| CR | B | -1.07% | |
| EXP | B | -1.04% | |
| MTG | D | -0.99% | |
| ALLY | F | -0.98% | |
| KEX | D | -0.96% | |
| LNW | D | -0.96% | |
| FLR | B | -0.92% | |
| OLED | F | -0.92% | |
| ORI | D | -0.91% | |
| BRBR | A | -0.87% | |
| NYT | A | -0.87% | |
| RYAN | C | -0.83% | |
| KNF | A | -0.8% | |
| CRUS | F | -0.76% | |
| FLS | A | -0.75% | |
| ESAB | A | -0.71% | |
| KD | D | -0.71% | |
| CBT | B | -0.67% | |
| GAP | D | -0.67% | |
| ESNT | F | -0.64% | |
| KBH | D | -0.64% | |
| R | A | -0.62% | |
| BCO | D | -0.6% | |
| AMG | A | -0.6% | |
| AM | C | -0.53% | |
| POST | D | -0.53% | |
| SLM | C | -0.52% | |
| JHG | A | -0.51% | |
| UMBF | A | -0.49% | |
| SBRA | B | -0.48% | |
| LOPE | D | -0.45% | |
| CNO | A | -0.39% | |
| IBOC | B | -0.36% | |
| PPC | A | -0.34% |
CSMD: Top Represented Industries & Keywords
Industries:
Engineering & Construction
Software - Application
Specialty Retail
Biotechnology
Medical Devices
Banks - Regional - US
Building Materials
Building Products & Equipment
Business Equipment
Business Services
Communication Equipment
Diagnostics & Research
Discount Stores
Diversified Industrials
Electronic Components
Household & Personal Products
Information Technology Services
Insurance - Property & Casualty
Leisure
Lodging
XMMO: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Capital Markets
Asset Management
Building Materials
Engineering & Construction
Insurance - Specialty
Packaged Foods
Apparel Stores
Banks - Regional - US
Electronic Components
Grocery Stores
Industrial Distribution
Information Technology Services
Insurance - Diversified
Medical Care
Residential Construction
Restaurants
Specialty Finance
Specialty Retail
Aerospace & Defense
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