XHE vs. CSMD ETF Comparison

Comparison of SPDR S&P Health Care Equipment (XHE) to Congress SMid Growth ETF (CSMD)
XHE

SPDR S&P Health Care Equipment

XHE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the health care equipment and supplies segment of a U.S. total market composite index. In seeking to track the performance of the S&P Health Care Equipment Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the health care equipment industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$90.95

Average Daily Volume

20,911

Number of Holdings *

62

* 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

$30.02

Average Daily Volume

23,932

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period XHE CSMD
30 Days 5.84% 3.34%
60 Days 4.09% 2.97%
90 Days 7.91% 4.16%
12 Months 13.47% 21.59%
1 Overlapping Holdings
Symbol Grade Weight in XHE Weight in CSMD Overlap
UFPT B 2.12% 3.88% 2.12%
XHE Overweight 61 Positions Relative to CSMD
Symbol Grade Weight
OMCL C 2.65%
ICUI B 2.6%
LNTH D 2.23%
ATRC C 2.17%
SOLV C 2.17%
PRCT C 2.14%
INSP C 2.05%
MMSI B 2.01%
SILK A 1.98%
RMD C 1.96%
BAX C 1.96%
TFX C 1.95%
PODD B 1.92%
HOLX B 1.9%
ISRG B 1.9%
GEHC C 1.87%
ABT C 1.87%
STE C 1.84%
MDT C 1.83%
GKOS C 1.82%
ITGR A 1.81%
BSX B 1.79%
SYK C 1.78%
GMED D 1.76%
NVST D 1.76%
TMDX C 1.75%
CNMD D 1.74%
AXNX B 1.69%
NARI F 1.68%
IDXX C 1.67%
XRAY D 1.65%
PEN D 1.65%
BDX D 1.65%
ZBH F 1.65%
ALGN D 1.61%
RXST C 1.58%
NEOG D 1.58%
ENOV D 1.56%
TNDM C 1.55%
LIVN D 1.53%
HAE F 1.49%
NVCR D 1.39%
MASI F 1.38%
EW F 1.31%
IRTC F 1.29%
STAA F 1.25%
LMAT C 1.13%
DXCM F 1.0%
IART F 0.98%
SIBN D 0.96%
ATEC F 0.91%
EMBC C 0.77%
OFIX D 0.75%
AVNS B 0.66%
ZIMV F 0.64%
OSUR D 0.64%
KIDS D 0.63%
TCMD C 0.55%
VREX F 0.53%
NVRO F 0.47%
SRDX D 0.18%
XHE Underweight 9 Positions Relative to CSMD
Symbol Grade Weight
FIX B -4.7%
CYBR D -3.65%
SPSC D -3.54%
CW B -3.07%
HALO C -2.98%
ELF F -2.88%
TSCO C -2.87%
PTC D -2.82%
MEDP F -2.81%
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