KMID vs. CSMD ETF Comparison

Comparison of Virtus KAR Mid-Cap ETF (KMID) to Congress SMid Growth ETF (CSMD)

KMID

Virtus KAR Mid-Cap ETF

KMID Description

The fund advisor pursues long-term capital appreciation in the medium capitalization sector while seeking less market risk than the Russell Midcap® Index. The fund advisor invests in medium market capitalization companies believed by Kayne Anderson Rudnick Investment Management, LLC, the fund"s sub-adviser, to be undervalued relative to their future growth potential. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$25.60

Average Daily Volume

12,790

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	KMID	CSMD
30 Days	1.41%	1.80%
60 Days		2.24%
90 Days		4.80%
12 Months		26.29%

1 Overlapping Holdings

	Symbol	Grade	Weight in KMID	Weight in CSMD	Overlap
	POOL	D	3.92%	1.85%	1.85%

KMID Overweight 24 Positions Relative to CSMD

Symbol	Grade	Weight
AME	A	6.31%
TDY	B	4.11%
HEI	A	4.06%
EFX	F	3.98%
LII	A	3.97%
WST	C	3.92%
ROST	D	3.88%
ODFL	B	3.82%
DPZ	C	3.82%
PNR	B	3.68%
VRSK	A	3.63%
WAB	B	3.57%
BRO	B	3.55%
NDSN	C	3.5%
ROL	B	3.42%
FICO	A	3.28%
BSY	D	3.25%
LPLA	A	3.1%
MSCI	C	2.94%
ALGN	D	2.92%
BR	B	2.92%
FDS	B	2.64%
WRB	A	2.47%
MPWR	F	2.35%

KMID Underweight 42 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%
HALO	F	-2.45%
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%
KNSL	B	-1.75%
AVY	D	-1.75%
CHH	A	-1.69%
SMPL	B	-1.67%
WERN	B	-1.61%
TRNO	D	-1.59%
RGEN	D	-1.44%
OPCH	F	-1.19%
PEN	B	-1.16%
PSN	D	-0.9%
CALX	F	-0.02%