AVMA vs. SHRY ETF Comparison
Comparison of Avantis Moderate Allocation ETF (AVMA) to First Trust Bloomberg Shareholder Yield ETF (SHRY)
AVMA
Avantis Moderate Allocation ETF
AVMA Description
The fund is a "fund of funds," meaning that it seeks to achieve its objective by investing in other Avantis ETFs (collectively, the underlying funds). The underlying funds represent a broadly diversified basket of equity and fixed income securities that seek to select or overweight securities that are expected to have higher returns or better risk characteristics than a passive, market-cap weighted index. The managers will allocate to the underlying funds across geographies and investment styles to achieve the desired allocation.
Grade (RS Rating)
Last Trade
$60.13
Average Daily Volume
3,711
13
SHRY
First Trust Bloomberg Shareholder Yield ETF
SHRY Description
The fund will normally invest at least 90% of its net assets in the securities that comprise the index. The index is designed to select dividend-paying securities issued by large capitalization U.S. companies.Grade (RS Rating)
Last Trade
$42.43
Average Daily Volume
412
48
Performance
| Period | AVMA | SHRY |
|---|---|---|
| 30 Days | 1.10% | 2.47% |
| 60 Days | 1.44% | 3.68% |
| 90 Days | 2.34% | 5.06% |
| 12 Months | 19.31% |
0 Overlapping Holdings
| Symbol | Grade | Weight in AVMA | Weight in SHRY | Overlap |
|---|
AVMA Underweight 48 Positions Relative to SHRY
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | -5.15% | |
| AMP | A | -4.97% | |
| PFG | D | -4.9% | |
| CHTR | C | -3.92% | |
| CAH | B | -3.87% | |
| EOG | A | -3.51% | |
| HPQ | B | -3.08% | |
| KMI | A | -3.01% | |
| MCK | A | -2.98% | |
| LYB | F | -2.96% | |
| HIG | B | -2.83% | |
| LMT | D | -2.65% | |
| NVR | D | -2.5% | |
| AFL | B | -2.44% | |
| GIS | D | -2.33% | |
| JNJ | C | -2.32% | |
| MET | A | -2.25% | |
| CME | B | -2.22% | |
| SLB | C | -1.97% | |
| CMCSA | B | -1.94% | |
| MDT | D | -1.8% | |
| KMB | C | -1.77% | |
| V | A | -1.76% | |
| PG | C | -1.67% | |
| MRK | D | -1.6% | |
| PAYX | B | -1.6% | |
| UNP | C | -1.54% | |
| ADP | A | -1.53% | |
| TRV | B | -1.5% | |
| CL | D | -1.49% | |
| ABT | B | -1.45% | |
| ORLY | B | -1.4% | |
| AAPL | C | -1.39% | |
| QCOM | F | -1.21% | |
| SHW | B | -1.21% | |
| MA | B | -1.19% | |
| GOOGL | C | -1.18% | |
| MCD | D | -1.12% | |
| ETN | A | -1.09% | |
| BX | A | -1.07% | |
| ADBE | C | -1.01% | |
| CB | C | -0.98% | |
| ORCL | A | -0.84% | |
| AMAT | F | -0.78% | |
| ACN | B | -0.7% | |
| KLAC | F | -0.58% | |
| MSFT | D | -0.39% | |
| BRK.A | B | -0.38% |
AVMA: Top Represented Industries & Keywords
SHRY: Top Represented Industries & Keywords
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