FBT vs. CSMD ETF Comparison
Comparison of First Trust Amex Biotech Index Fund (FBT) to Congress SMid Growth ETF (CSMD)
FBT
First Trust Amex Biotech Index Fund
FBT Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NYSE Arca Biotechnology Index(SM). The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The index is an equal-dollar weighted index designed to measure the performance of a cross section of companies in the biotechnology industry that are primarily involved in the use of biological processes to develop products or provide services. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$166.47
Average Daily Volume
33,240
30
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
43
Performance
Period | FBT | CSMD |
---|---|---|
30 Days | -3.76% | 1.80% |
60 Days | -4.00% | 2.24% |
90 Days | -2.74% | 4.80% |
12 Months | 18.29% | 26.29% |
FBT Overweight 28 Positions Relative to CSMD
Symbol | Grade | Weight | |
---|---|---|---|
EXEL | B | 4.51% | |
CORT | B | 4.07% | |
INCY | C | 3.97% | |
NTRA | A | 3.92% | |
ITCI | B | 3.9% | |
ACAD | C | 3.85% | |
ARGX | A | 3.74% | |
GILD | B | 3.66% | |
UTHR | C | 3.64% | |
CPRX | C | 3.62% | |
NBIX | C | 3.59% | |
WAT | B | 3.55% | |
VRTX | D | 3.39% | |
ALKS | C | 3.31% | |
ILMN | C | 3.3% | |
BMRN | F | 3.15% | |
ALNY | D | 3.06% | |
GMAB | F | 3.04% | |
AMGN | D | 3.04% | |
SRPT | F | 2.96% | |
BIIB | F | 2.95% | |
BNTX | D | 2.9% | |
MTD | F | 2.88% | |
BRKR | F | 2.85% | |
BGNE | D | 2.76% | |
REGN | F | 2.6% | |
EXAS | D | 2.42% | |
MRNA | F | 2.3% |
FBT Underweight 41 Positions Relative to CSMD
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% | |
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% | |
OPCH | F | -1.19% | |
PEN | B | -1.16% | |
PSN | D | -0.9% | |
CALX | F | -0.02% |
FBT: Top Represented Industries & Keywords
CSMD: Top Represented Industries & Keywords