FPX vs. CSMD ETF Comparison
Comparison of First Trust IPOX-100 Index Fund (FPX) to Congress SMid Growth ETF (CSMD)
FPX
First Trust IPOX-100 Index Fund
FPX 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 IPOX(R)-100 U.S. Index. 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 a modified, value-weighted price index measuring the performance of the top U.S. companies ranked quarterly by market capitalization in the IPOX(R) Global Composite Index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$100.27
Average Daily Volume
15,091
89
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
Performance
| Period | FPX | CSMD |
|---|---|---|
| 30 Days | 0.28% | 0.14% |
| 60 Days | -3.23% | -0.76% |
| 90 Days | -2.86% | -2.26% |
| 12 Months | 16.48% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FPX | Weight in CSMD | Overlap |
|---|
FPX Overweight 89 Positions Relative to CSMD
| Symbol | Grade | Weight | |
|---|---|---|---|
| REGN | B | 9.18% | |
| CARR | C | 6.78% | |
| ABNB | B | 6.19% | |
| IOT | C | 4.63% | |
| OTIS | B | 3.46% | |
| CEG | B | 3.2% | |
| CRWD | B | 2.8% | |
| PLTR | A | 2.78% | |
| DASH | C | 2.69% | |
| VRT | C | 2.58% | |
| DKNG | F | 2.58% | |
| KVUE | F | 2.1% | |
| GEV | B | 1.92% | |
| DUOL | F | 1.78% | |
| COIN | C | 1.53% | |
| CNM | D | 1.47% | |
| HQY | B | 1.45% | |
| GEHC | D | 1.43% | |
| CRBG | C | 1.41% | |
| SNOW | D | 1.33% | |
| CR | C | 1.31% | |
| HOOD | B | 1.18% | |
| RKT | C | 1.09% | |
| HPE | C | 1.08% | |
| APP | B | 1.08% | |
| OWL | D | 1.01% | |
| VLTO | D | 0.96% | |
| AZEK | D | 0.96% | |
| NET | B | 0.94% | |
| VERX | B | 0.88% | |
| PCVX | B | 0.85% | |
| DTM | B | 0.82% | |
| RDDT | B | 0.82% | |
| CRDO | B | 0.81% | |
| RBLX | B | 0.8% | |
| NSIT | C | 0.76% | |
| CHK | D | 0.75% | |
| RYAN | B | 0.75% | |
| KD | C | 0.71% | |
| MKSI | B | 0.69% | |
| JXN | C | 0.66% | |
| NRG | D | 0.65% | |
| TPG | D | 0.61% | |
| ESAB | D | 0.57% | |
| UTHR | B | 0.56% | |
| BSY | D | 0.55% | |
| EDR | A | 0.55% | |
| THC | C | 0.54% | |
| FNF | D | 0.53% | |
| VNT | D | 0.52% | |
| PR | C | 0.49% | |
| GKOS | A | 0.47% | |
| KNF | C | 0.47% | |
| COHR | B | 0.43% | |
| COOP | D | 0.42% | |
| TOST | B | 0.42% | |
| LNW | B | 0.38% | |
| INFA | B | 0.37% | |
| PSN | C | 0.35% | |
| BROS | B | 0.3% | |
| ELAN | D | 0.28% | |
| CIVI | D | 0.27% | |
| KNTK | B | 0.25% | |
| RVMD | D | 0.25% | |
| FOUR | B | 0.25% | |
| ETRN | D | 0.23% | |
| RBRK | C | 0.22% | |
| OGN | C | 0.21% | |
| NUVL | C | 0.2% | |
| STEP | B | 0.2% | |
| AMK | B | 0.2% | |
| DOCS | B | 0.2% | |
| ACT | C | 0.19% | |
| TMDX | A | 0.19% | |
| VRRM | B | 0.18% | |
| OSCR | D | 0.17% | |
| HIMS | C | 0.17% | |
| DYN | B | 0.14% | |
| SGBX | F | 0.13% | |
| NPAB | B | 0.12% | |
| ACVA | C | 0.12% | |
| PRCT | C | 0.12% | |
| ACLX | C | 0.11% | |
| HAYW | F | 0.1% | |
| RXST | D | 0.09% | |
| ARHS | C | 0.09% | |
| PHIN | D | 0.07% | |
| KYMR | D | 0.07% | |
| KROS | F | 0.06% |
FPX: Top Represented Industries & Keywords
CSMD: Top Represented Industries & Keywords
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