CSMD vs. XOVR ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to ERShares Private-Public Crossover ETF (XOVR)
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
43
XOVR
ERShares Private-Public Crossover ETF
XOVR Description
Grade (RS Rating)
Last Trade
$18.19
Average Daily Volume
39,897
30
Performance
| Period | CSMD | XOVR |
|---|---|---|
| 30 Days | 5.72% | 9.31% |
| 60 Days | 4.62% | 13.06% |
| 90 Days | 5.29% | 17.05% |
| 12 Months | 28.13% | 50.39% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CSMD | Weight in XOVR | Overlap | |
|---|---|---|---|---|---|
| MEDP | D | 2.57% | 2.19% | 2.19% |
CSMD Overweight 42 Positions Relative to XOVR
| 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% | |
| WHD | B | 2.52% | |
| 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 29 Positions Relative to XOVR
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | -6.33% | |
| APP | B | -5.79% | |
| GOOGL | C | -5.76% | |
| META | D | -4.99% | |
| ORCL | A | -4.63% | |
| CRM | B | -4.61% | |
| CRWD | B | -3.6% | |
| DASH | B | -3.57% | |
| ANET | C | -3.5% | |
| SNPS | B | -3.41% | |
| TTD | B | -3.34% | |
| UI | B | -3.24% | |
| ABNB | C | -3.21% | |
| TOST | B | -3.2% | |
| CPRT | B | -3.08% | |
| HOOD | B | -3.07% | |
| RMD | C | -2.82% | |
| IOT | A | -2.81% | |
| CPAY | A | -2.77% | |
| DDOG | A | -2.76% | |
| REGN | F | -2.71% | |
| DKNG | B | -2.63% | |
| PCTY | C | -2.61% | |
| UTHR | C | -2.6% | |
| MDB | B | -2.53% | |
| APPF | B | -2.35% | |
| PSTG | D | -2.26% | |
| MPWR | F | -2.07% | |
| TSLA | B | -1.34% |
CSMD: Top Represented Industries & Keywords
XOVR: Top Represented Industries & Keywords
Compare ETFs
