PSI vs. CSMD ETF Comparison

Comparison of PowerShares Dynamic Semiconductors (PSI) to Congress SMid Growth ETF (CSMD)
PSI

PowerShares Dynamic Semiconductors

PSI Description

The PowerShares Dynamic Semiconductors Portfolio (Fund) is based on the Dynamic Semiconductor IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intelldiex Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 30 US semiconductors companies. These are companies that are principally engaged in the manufacture of semiconductors. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.

Grade (RS Rating)

Last Trade

$55.42

Average Daily Volume

139,525

Number of Holdings *

26

* 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

$29.61

Average Daily Volume

24,851

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period PSI CSMD
30 Days -3.86% -0.10%
60 Days 10.15% 3.64%
90 Days -13.93% 3.42%
12 Months 29.62% 23.01%
0 Overlapping Holdings
Symbol Grade Weight in PSI Weight in CSMD Overlap
PSI Overweight 26 Positions Relative to CSMD
Symbol Grade Weight
AVGO C 5.54%
AMAT D 5.12%
ADI C 5.04%
TXN C 5.0%
LRCX F 4.94%
MU D 4.94%
QCOM D 4.93%
NVDA C 4.69%
PI B 3.57%
SMTC C 3.42%
MTSI C 2.89%
PLAB D 2.79%
ENTG D 2.72%
ONTO C 2.69%
MPWR C 2.66%
AMKR F 2.65%
KLAC D 2.64%
ACMR D 2.62%
UCTT D 2.61%
MKSI F 2.6%
NXPI F 2.59%
AOSL D 2.59%
SWKS F 2.57%
ICHR F 2.51%
CRUS D 2.45%
FORM F 2.45%
PSI Underweight 10 Positions Relative to CSMD
Symbol Grade Weight
FIX B -4.7%
UFPT D -3.88%
CYBR C -3.65%
SPSC D -3.54%
CW A -3.07%
HALO D -2.98%
ELF F -2.88%
TSCO A -2.87%
PTC D -2.82%
MEDP F -2.81%
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