AVMC vs. SMIZ ETF Comparison

Comparison of Avantis U.S. Mid Cap Equity ETF (AVMC) to Zacks Small/Mid Cap ETF (SMIZ)
AVMC

Avantis U.S. Mid Cap Equity ETF

AVMC Description

The fund invests primarily in a diverse group of U.S. mid cap companies across market sectors and industry groups. It seeks to invest in securities of companies that the Advisor expects to have higher returns by placing an enhanced emphasis on securities of companies with higher profitability and value characteristics, as well as smaller market capitalizations relative to others within the fund"s mid cap investment universe.

Grade (RS Rating)

Last Trade

$70.22

Average Daily Volume

8,425

Number of Holdings *

504

* may have additional holdings in another (foreign) market
SMIZ

Zacks Small/Mid Cap ETF

SMIZ Description The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.

Grade (RS Rating)

Last Trade

$36.75

Average Daily Volume

15,943

Number of Holdings *

206

* may have additional holdings in another (foreign) market
Performance
Period AVMC SMIZ
30 Days 7.92% 8.64%
60 Days 8.98% 10.03%
90 Days 10.86% 11.78%
12 Months 35.44% 39.20%
73 Overlapping Holdings
Symbol Grade Weight in AVMC Weight in SMIZ Overlap
ACGL D 0.54% 0.31% 0.31%
AIZ A 0.19% 0.22% 0.19%
AWK D 0.23% 0.27% 0.23%
AXS A 0.13% 0.18% 0.13%
AXTA A 0.13% 0.01% 0.01%
AYI B 0.17% 0.69% 0.17%
BAH F 0.32% 0.38% 0.32%
BMRN D 0.16% 0.16% 0.16%
BRO B 0.26% 0.21% 0.21%
CBOE B 0.32% 0.35% 0.32%
CBSH A 0.13% 0.97% 0.13%
CHRW C 0.15% 0.42% 0.15%
CINF A 0.36% 0.62% 0.36%
CSL C 0.4% 0.38% 0.38%
DRI B 0.31% 0.35% 0.31%
EIX B 0.15% 0.57% 0.15%
EME C 0.47% 1.8% 0.47%
EXPD D 0.32% 0.38% 0.32%
FIX A 0.29% 0.65% 0.29%
FLR B 0.16% 0.51% 0.16%
FLS B 0.12% 0.88% 0.12%
GAP C 0.09% 0.33% 0.09%
GLW B 0.57% 0.57% 0.57%
HIG B 0.67% 0.57% 0.57%
HOLX D 0.2% 0.37% 0.2%
HRB D 0.15% 0.25% 0.15%
HUBB B 0.38% 0.57% 0.38%
IFF D 0.19% 0.58% 0.19%
ILMN D 0.13% 0.35% 0.13%
IR B 0.48% 0.62% 0.48%
ITT A 0.21% 0.44% 0.21%
LDOS C 0.29% 0.41% 0.29%
MEDP D 0.13% 0.62% 0.13%
MGM D 0.04% 0.0% 0.0%
MKC D 0.16% 0.17% 0.16%
MTG C 0.13% 0.26% 0.13%
MUSA A 0.2% 0.95% 0.2%
NCLH B 0.18% 0.54% 0.18%
NI A 0.13% 0.7% 0.13%
NTAP C 0.44% 0.93% 0.44%
NTRS A 0.38% 1.06% 0.38%
NYT C 0.13% 0.22% 0.13%
OMC C 0.01% 0.31% 0.01%
PCVX D 0.11% 0.24% 0.11%
PHM D 0.52% 0.53% 0.52%
PKG A 0.42% 0.46% 0.42%
POST C 0.08% 0.0% 0.0%
PRI A 0.2% 0.48% 0.2%
QLYS C 0.01% 0.32% 0.01%
RCL A 0.98% 0.66% 0.66%
RMBS C 0.0% 0.71% 0.0%
RMD C 0.46% 0.46% 0.46%
RYAN B 0.1% 0.88% 0.1%
SEIC B 0.16% 0.77% 0.16%
SOFI A 0.22% 0.67% 0.22%
SPSC C 0.05% 0.34% 0.05%
TAP C 0.18% 0.42% 0.18%
THC D 0.21% 0.34% 0.21%
TMHC B 0.14% 0.72% 0.14%
TOL B 0.3% 0.77% 0.3%
TROW B 0.42% 0.81% 0.42%
TSN B 0.23% 0.0% 0.0%
TWLO A 0.25% 0.56% 0.25%
TXT D 0.26% 0.38% 0.26%
UAL A 0.56% 0.56% 0.56%
UHS D 0.16% 0.27% 0.16%
UNM A 0.21% 0.5% 0.21%
VAL D 0.01% 0.55% 0.01%
VST B 1.06% 0.01% 0.01%
WAB B 0.38% 0.43% 0.38%
WMS D 0.18% 0.0% 0.0%
WTS B 0.07% 0.59% 0.07%
ZM B 0.26% 0.21% 0.21%
AVMC Overweight 431 Positions Relative to SMIZ
Symbol Grade Weight
APP B 0.96%
TRGP B 0.8%
MSTR C 0.66%
TPL A 0.66%
DFS B 0.65%
DAL C 0.63%
MTB A 0.57%
CCL B 0.56%
HWM A 0.55%
RJF A 0.55%
MLM B 0.54%
FITB A 0.54%
IT C 0.54%
VMC B 0.52%
FCNCA A 0.51%
EA A 0.5%
ON D 0.49%
DECK A 0.49%
WSM B 0.49%
GRMN B 0.49%
SYF B 0.48%
DD D 0.47%
PEG A 0.47%
HPE B 0.46%
DVN F 0.46%
CBRE B 0.46%
STT A 0.46%
KEYS A 0.44%
LPLA A 0.44%
HBAN A 0.43%
ROK B 0.43%
STLD B 0.43%
RF A 0.42%
SYY B 0.42%
NDAQ A 0.41%
CDW F 0.41%
GEHC F 0.41%
PPG F 0.41%
DOV A 0.4%
EQT B 0.4%
BR A 0.4%
CSGP D 0.4%
CHD B 0.4%
ETR B 0.39%
TSCO D 0.39%
VEEV C 0.38%
CTRA B 0.38%
LII A 0.38%
LYB F 0.38%
MKL A 0.38%
EFX F 0.37%
JBL B 0.37%
EXPE B 0.35%
DOW F 0.35%
BLDR D 0.35%
CPAY A 0.35%
IP B 0.35%
MRO B 0.35%
A D 0.35%
FLEX A 0.34%
WST C 0.34%
K A 0.34%
XEL A 0.34%
OC A 0.34%
CF B 0.33%
CFG B 0.33%
ED D 0.33%
PFG D 0.32%
XPO B 0.31%
EBAY D 0.31%
WAT B 0.31%
STE F 0.31%
RS B 0.31%
XYL D 0.31%
OVV B 0.3%
MOH F 0.3%
EQH B 0.3%
BBY D 0.3%
KEY B 0.3%
SNA A 0.3%
ATO A 0.3%
CASY A 0.29%
UTHR C 0.29%
WRB A 0.29%
LUV C 0.29%
BIIB F 0.29%
FDS B 0.29%
RPM A 0.29%
MANH D 0.29%
FTI A 0.28%
SAIA B 0.28%
JBHT C 0.27%
EWBC A 0.27%
PSTG D 0.27%
GDDY A 0.27%
VTRS A 0.27%
LH C 0.26%
L A 0.26%
BALL D 0.26%
EG C 0.26%
CLX B 0.26%
FSLR F 0.26%
RGA A 0.25%
AVY D 0.25%
NRG B 0.25%
FNF B 0.25%
TER D 0.25%
GIS D 0.25%
PINS D 0.25%
MPWR F 0.25%
GGG B 0.25%
PPL B 0.24%
ALGN D 0.24%
WSO A 0.24%
WBD C 0.23%
CLH B 0.23%
PNR A 0.23%
AKAM D 0.22%
AEE A 0.22%
KMX B 0.22%
KNSL B 0.22%
TW A 0.22%
FOXA B 0.22%
EMN D 0.22%
SWKS F 0.22%
FFIV B 0.22%
IEX B 0.22%
POOL C 0.22%
APTV D 0.22%
WEC A 0.21%
AMCR D 0.21%
WAL B 0.21%
EVR B 0.21%
USFD A 0.21%
AFRM B 0.21%
ZBH C 0.21%
DTE C 0.21%
ERIE D 0.2%
ACM A 0.2%
LAD A 0.2%
PFGC B 0.2%
GPC D 0.2%
JKHY D 0.2%
SSNC B 0.2%
BWXT B 0.2%
CG A 0.2%
ALB C 0.2%
RNR C 0.2%
ADM D 0.2%
EXP A 0.19%
JEF A 0.19%
ULTA F 0.19%
ZION B 0.19%
ROL B 0.19%
LECO B 0.19%
AR B 0.19%
NBIX C 0.19%
MLI C 0.19%
CMS C 0.19%
AFG A 0.18%
DTM B 0.18%
GME C 0.18%
PNFP B 0.18%
NWSA B 0.18%
CMA A 0.18%
ALSN B 0.18%
RRC B 0.18%
HSY F 0.18%
TXRH C 0.18%
BJ A 0.18%
WBS A 0.18%
SF B 0.18%
ALLY C 0.18%
AIT A 0.18%
ATR B 0.18%
BURL A 0.18%
ALLE D 0.18%
EXEL B 0.17%
CTSH B 0.17%
PR B 0.17%
JLL D 0.17%
CTVA C 0.17%
PAYC B 0.17%
GL B 0.17%
J F 0.17%
Z A 0.16%
LBRDK C 0.16%
FN D 0.16%
UFPI B 0.16%
R B 0.16%
FND C 0.16%
BSY D 0.16%
CNC D 0.16%
CCK C 0.16%
BLD D 0.16%
EPAM C 0.16%
INCY C 0.16%
ORI A 0.16%
CIEN B 0.15%
WWD B 0.15%
EHC B 0.15%
SCI B 0.15%
LYV A 0.15%
INGR B 0.15%
WTFC A 0.15%
HLNE B 0.15%
MTDR B 0.15%
AOS F 0.15%
FBIN D 0.15%
X C 0.15%
DCI B 0.15%
WCC B 0.15%
BILL A 0.14%
TPR B 0.14%
WFRD D 0.14%
ENSG D 0.14%
BWA D 0.14%
ONTO D 0.14%
RHI B 0.14%
VOYA B 0.14%
LNT A 0.14%
SSD D 0.14%
ARMK B 0.14%
DINO D 0.14%
CFR B 0.14%
GNRC B 0.14%
CTLT B 0.14%
EVRG A 0.14%
BAX D 0.14%
TPX B 0.14%
GMED A 0.14%
RBC A 0.13%
DVA B 0.13%
RL B 0.13%
AXON A 0.13%
OSK B 0.13%
DG F 0.13%
ALV C 0.13%
TECH D 0.13%
GPK C 0.13%
MORN B 0.13%
SSB B 0.13%
JAZZ B 0.13%
IQV D 0.13%
APA D 0.13%
CMC B 0.13%
KEX C 0.13%
PNW B 0.13%
NVR D 0.13%
ATI D 0.13%
ROKU D 0.13%
RIVN F 0.13%
BERY B 0.12%
GNTX C 0.12%
DLTR F 0.12%
OLED D 0.12%
EXC C 0.12%
KR B 0.12%
OGE B 0.12%
DXCM D 0.12%
LW C 0.12%
OMF A 0.12%
PCTY B 0.12%
CHE D 0.12%
SKX D 0.12%
RLI B 0.12%
HRL D 0.12%
RVMD C 0.12%
LNW D 0.12%
MRNA F 0.12%
DKS C 0.12%
TREX C 0.12%
MTH D 0.12%
KNX B 0.11%
APG B 0.11%
ARW D 0.11%
AGCO D 0.11%
FOX A 0.11%
UHAL D 0.11%
MSA D 0.11%
WSC D 0.11%
FAF A 0.11%
ES D 0.11%
CHRD D 0.11%
BPOP B 0.11%
IPG D 0.11%
LSTR D 0.11%
WH B 0.11%
CLF F 0.11%
NOV C 0.11%
WEX D 0.11%
CHX C 0.11%
KBR F 0.11%
MAS D 0.11%
MAT D 0.11%
ZWS B 0.1%
ESAB B 0.1%
BEN C 0.1%
CIVI D 0.1%
RGLD C 0.1%
SITE D 0.1%
CHDN B 0.1%
SNX C 0.1%
MUR D 0.1%
ELAN D 0.1%
RPRX D 0.1%
BECN B 0.1%
HII D 0.1%
PB A 0.1%
MOS F 0.1%
FHN A 0.1%
IDXX F 0.1%
HALO F 0.1%
NSIT F 0.09%
MGY A 0.09%
IVZ B 0.09%
COKE C 0.09%
G B 0.09%
OLLI D 0.09%
MHK D 0.09%
THO B 0.09%
S B 0.09%
SIGI C 0.09%
ESNT D 0.09%
LSCC D 0.09%
VNT B 0.09%
LFUS F 0.09%
CNP B 0.09%
AM A 0.09%
QRVO F 0.09%
CZR F 0.09%
FYBR D 0.08%
AA B 0.08%
SW A 0.08%
CGNX C 0.08%
LULU C 0.08%
BIO D 0.08%
AES F 0.08%
AMG B 0.08%
CNM D 0.08%
TFX F 0.08%
TKR D 0.08%
NFG A 0.08%
AN C 0.08%
ENLC A 0.08%
WLK D 0.08%
BC C 0.08%
MTN C 0.08%
CPB D 0.08%
MKTX D 0.08%
DAR C 0.08%
KHC F 0.08%
DLB B 0.08%
TTC D 0.08%
LEA D 0.08%
SM B 0.08%
FMC D 0.07%
VFC C 0.07%
BYD C 0.07%
SON D 0.07%
CHH A 0.07%
CROX D 0.07%
PATH C 0.07%
NEU C 0.07%
OLN D 0.07%
PVH C 0.07%
GFS C 0.06%
NXST C 0.06%
NWS B 0.06%
HAS D 0.06%
HXL D 0.06%
BFAM D 0.06%
H B 0.06%
TNET D 0.05%
IDA A 0.05%
FRPT B 0.05%
ENPH F 0.05%
PAG B 0.05%
BRKR D 0.05%
AMKR D 0.05%
ST F 0.05%
FLO D 0.04%
CELH F 0.04%
ENTG D 0.04%
XRAY F 0.04%
PPC C 0.04%
CHWY B 0.04%
ZG A 0.04%
JNPR F 0.04%
TRMB B 0.04%
PARA C 0.04%
SEE C 0.04%
ADTN A 0.04%
HESM B 0.04%
BOKF B 0.04%
LEVI F 0.03%
LUMN C 0.03%
SMCI F 0.03%
OZK B 0.03%
LBRDA C 0.03%
CACC D 0.03%
COLB A 0.03%
FE C 0.03%
DDS B 0.03%
AGR B 0.02%
LCID F 0.02%
CWEN C 0.02%
MSM C 0.02%
KVUE A 0.02%
CLVT F 0.02%
EL F 0.02%
CNA B 0.02%
COLM B 0.02%
LANC C 0.02%
FIS C 0.01%
LKQ D 0.01%
CWEN C 0.01%
FANG D 0.01%
PII D 0.01%
UHAL D 0.01%
ACT D 0.01%
CNXC F 0.0%
NFE D 0.0%
FRHC B 0.0%
RIG D 0.0%
PTEN C 0.0%
IGT F 0.0%
FRSH C 0.0%
RGEN D 0.0%
SQ B 0.0%
REYN D 0.0%
AVMC Underweight 133 Positions Relative to SMIZ
Symbol Grade Weight
BRBR A -1.22%
SLVM B -1.1%
PRA C -1.08%
MCY A -1.06%
PODD C -1.04%
ADMA B -1.03%
COFS A -0.96%
KW B -0.95%
SNV B -0.95%
DDOG A -0.95%
CWT D -0.94%
FISI A -0.91%
LNG B -0.9%
ANET C -0.88%
PRM C -0.88%
FULT A -0.88%
LRN A -0.86%
MCK B -0.84%
WMB A -0.83%
GWRE A -0.8%
ALX D -0.8%
CBAN B -0.76%
ICUI D -0.75%
NRIM A -0.75%
IBKR A -0.73%
CEG D -0.71%
HHH B -0.68%
PK B -0.66%
CHCO B -0.64%
BMI B -0.63%
YEXT A -0.63%
TTWO A -0.62%
HQY B -0.62%
OHI C -0.61%
VMI B -0.61%
BSRR B -0.61%
COIN C -0.57%
BMRC B -0.57%
VECO F -0.56%
JHG A -0.55%
ANF C -0.55%
APH A -0.54%
KREF D -0.54%
ALRS D -0.53%
ALTR B -0.51%
MASI A -0.5%
MATX C -0.5%
WING D -0.5%
WEAV B -0.48%
ARVN D -0.48%
ZBRA B -0.48%
SPT C -0.47%
IRDM D -0.47%
MHO D -0.46%
PSTL D -0.45%
NWPX A -0.44%
CMTG F -0.43%
DX B -0.42%
JANX C -0.42%
SIRI C -0.42%
AOSL C -0.42%
DUOL A -0.42%
ICFI F -0.4%
GTLB B -0.4%
POWL C -0.4%
CSR B -0.39%
UIS B -0.39%
BTU B -0.38%
CRS A -0.38%
KRYS B -0.37%
HY D -0.37%
HCAT D -0.36%
KBH D -0.36%
APPF B -0.36%
VCYT B -0.36%
KKR A -0.35%
TRU D -0.34%
URBN C -0.34%
GRBK D -0.34%
FTNT C -0.33%
DOCU A -0.33%
UI A -0.33%
OKTA C -0.33%
ROST C -0.32%
CCS D -0.31%
RDFN D -0.3%
RIOT C -0.3%
HSTM B -0.3%
HAE C -0.29%
COOP B -0.29%
RBB B -0.28%
LHX C -0.28%
FSLY D -0.26%
EVTC B -0.26%
ADUS D -0.26%
EPC D -0.26%
GNTY A -0.25%
AZEK A -0.24%
GIII D -0.23%
MSGS A -0.23%
EVER F -0.23%
ALLO F -0.23%
INSP D -0.23%
HL D -0.22%
WASH C -0.22%
IRM D -0.22%
KMPR B -0.22%
PAHC C -0.22%
EXAS D -0.21%
VRSK A -0.21%
SN D -0.19%
STNE F -0.18%
TMDX F -0.17%
PHR F -0.16%
OMCL C -0.16%
AFL B -0.15%
AEO F -0.13%
STKS F -0.12%
COUR F -0.12%
HRTX F -0.09%
RUN F -0.07%
SPCE D -0.04%
ZUO B -0.01%
NPAB B -0.01%
ENR B -0.01%
DFH D -0.0%
CWCO C -0.0%
CPF A -0.0%
OPCH D -0.0%
PARR D -0.0%
CARG C -0.0%
AGNC D -0.0%
ALKS B -0.0%
Compare ETFs