NBSM vs. CSMD ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to Congress SMid Growth ETF (CSMD)
NBSM
Neuberger Berman Small-Mid Cap ETF
NBSM Description
NBSM focuses on capital growth primarily through investments in small- and mid-cap firms. The fund seeks out undervalued companies with strong market positions and financial health, mainly in domestic markets with a minor proportion in foreign securities. Utilizing a bottom-up analysis, the fund manager identifies organizations they believe are valued below their intrinsic worth. Key considerations include historical returns, market niche, barriers to entry, and self-financing capabilities, emphasizing companies with established business operations over speculative growth prospects. NBSM aims to capitalize on market inefficiencies and manage risks through diversification and fundamental analysis. Furthermore, the manager also takes into account ESG factors into their decision making whenever applicable, aiming for a more comprehensive evaluation of potential investments. The fund may sell a security if it underperforms, reaches a set price or when better investment opportunities arise.
Grade (RS Rating)
Last Trade
$26.77
Average Daily Volume
11,416
46
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
$30.16
Average Daily Volume
38,837
42
Performance
| Period | NBSM | CSMD |
|---|---|---|
| 30 Days | 0.15% | -0.76% |
| 60 Days | 1.03% | -0.10% |
| 90 Days | 4.75% | 3.24% |
| 12 Months | 24.43% |
NBSM Overweight 40 Positions Relative to CSMD
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | A | 4.27% | |
| EXP | B | 3.88% | |
| KEX | A | 3.67% | |
| WSO | A | 3.19% | |
| ITT | A | 3.11% | |
| RYAN | B | 3.08% | |
| ATR | B | 2.93% | |
| RBC | A | 2.92% | |
| HAE | B | 2.9% | |
| TYL | B | 2.72% | |
| CNX | A | 2.68% | |
| TTEK | F | 2.46% | |
| CHE | D | 2.41% | |
| RLI | A | 2.33% | |
| CBU | B | 2.21% | |
| MKSI | C | 2.17% | |
| TTC | D | 2.12% | |
| CR | B | 2.09% | |
| GGG | A | 2.04% | |
| LFUS | D | 1.99% | |
| TXRH | B | 1.94% | |
| CFR | B | 1.86% | |
| TECH | F | 1.81% | |
| NXST | D | 1.77% | |
| LSCC | D | 1.77% | |
| POWI | D | 1.59% | |
| TDW | F | 1.59% | |
| PB | A | 1.59% | |
| BSY | D | 1.54% | |
| CHD | A | 1.51% | |
| LNT | A | 1.49% | |
| ROL | A | 1.46% | |
| SSD | D | 1.37% | |
| ICLR | F | 1.21% | |
| MANH | D | 1.16% | |
| IBP | F | 1.15% | |
| BFAM | F | 1.14% | |
| FND | F | 1.09% | |
| AWI | B | 1.04% | |
| CNM | C | 0.99% |
NBSM Underweight 36 Positions Relative to CSMD
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIX | A | -4.36% | |
| CYBR | A | -3.59% | |
| CW | B | -3.48% | |
| PTC | B | -2.85% | |
| UFPT | C | -2.76% | |
| BJ | B | -2.71% | |
| STRL | B | -2.67% | |
| HALO | D | -2.66% | |
| MEDP | D | -2.66% | |
| SUM | B | -2.64% | |
| WHD | B | -2.49% | |
| PBH | A | -2.46% | |
| KBR | D | -2.4% | |
| WSM | D | -2.36% | |
| AZEK | B | -2.36% | |
| MORN | B | -2.3% | |
| PODD | A | -2.26% | |
| NVT | C | -2.21% | |
| CDW | F | -2.13% | |
| ELF | C | -2.12% | |
| BMI | C | -2.08% | |
| WAL | B | -2.01% | |
| OLLI | D | -1.98% | |
| POOL | D | -1.88% | |
| RRC | B | -1.84% | |
| STE | D | -1.78% | |
| AVY | D | -1.76% | |
| CHH | A | -1.65% | |
| KNSL | B | -1.62% | |
| WERN | B | -1.58% | |
| SMPL | B | -1.56% | |
| TRNO | D | -1.54% | |
| RGEN | F | -1.42% | |
| OPCH | F | -1.21% | |
| CALX | F | -1.19% | |
| PEN | B | -1.14% |
NBSM: Top Represented Industries & Keywords
CSMD: Top Represented Industries & Keywords
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