TEMP vs. CSMD ETF Comparison

Comparison of JPMorgan Climate Change Solutions ETF (TEMP) to Congress SMid Growth ETF (CSMD)
TEMP

JPMorgan Climate Change Solutions ETF

TEMP Description

JPMorgan Climate Change Solutions ETF is an exchange traded fund launched and managed by J.P. Morgan Investment Management Inc. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that directly promote environmental responsibility. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. It employs proprietary research to create its portfolio. JPMorgan Climate Change Solutions ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$45.15

Average Daily Volume

1,075

Number of Holdings *

29

* 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

$28.58

Average Daily Volume

37,329

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period TEMP CSMD
30 Days -2.28% 0.14%
60 Days 1.68% -0.76%
90 Days 3.90% -2.26%
12 Months 14.88%
0 Overlapping Holdings
Symbol Grade Weight in TEMP Weight in CSMD Overlap
TEMP Overweight 29 Positions Relative to CSMD
Symbol Grade Weight
TT B 4.31%
PWR D 3.74%
NEE D 3.35%
XYL D 3.32%
TTEK D 3.14%
WY F 2.29%
VLTO D 2.16%
ABBV C 2.0%
HUBB C 1.96%
CARR C 1.94%
DE F 1.83%
TREX F 1.63%
NVDA B 1.39%
WFG D 1.29%
ADSK B 1.23%
TSM A 1.19%
FSLR C 1.02%
RYN D 1.0%
CNH F 0.99%
OC D 0.97%
TEL B 0.94%
AGCO F 0.81%
CGNX B 0.54%
STLD D 0.51%
ENS C 0.49%
WTS D 0.49%
ETN C 0.49%
ON C 0.47%
ENPH F 0.46%
TEMP Underweight 10 Positions Relative to CSMD
Symbol Grade Weight
FIX D -5.52%
MEDP C -3.84%
ELF C -3.74%
SPSC B -3.47%
TSCO D -3.18%
UFPT A -3.08%
CYBR B -3.03%
ENTG B -2.95%
BJ B -2.91%
PTC B -2.88%
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