AVMC vs. USMV ETF Comparison
Comparison of Avantis U.S. Mid Cap Equity ETF (AVMC) to iShares MSCI USA Minimum Volatility ETF (USMV)
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
$69.51
Average Daily Volume
8,425
504
USMV
iShares MSCI USA Minimum Volatility ETF
USMV Description
The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$93.46
Average Daily Volume
1,630,912
170
Performance
Period | AVMC | USMV |
---|---|---|
30 Days | 7.92% | 1.70% |
60 Days | 8.98% | 2.42% |
90 Days | 10.86% | 4.02% |
12 Months | 35.44% | 25.63% |
56 Overlapping Holdings
Symbol | Grade | Weight in AVMC | Weight in USMV | Overlap | |
---|---|---|---|---|---|
ACGL | D | 0.54% | 0.68% | 0.54% | |
AEE | A | 0.22% | 0.24% | 0.22% | |
AFG | A | 0.18% | 0.35% | 0.18% | |
AIZ | A | 0.19% | 0.32% | 0.19% | |
AKAM | D | 0.22% | 0.39% | 0.22% | |
ATO | A | 0.3% | 0.06% | 0.06% | |
BAH | F | 0.32% | 0.39% | 0.32% | |
BMRN | D | 0.16% | 0.22% | 0.16% | |
BR | A | 0.4% | 0.05% | 0.05% | |
CBOE | B | 0.32% | 0.85% | 0.32% | |
CDW | F | 0.41% | 0.35% | 0.35% | |
CHD | B | 0.4% | 0.4% | 0.4% | |
CMS | C | 0.19% | 0.19% | 0.19% | |
CPB | D | 0.08% | 0.33% | 0.08% | |
CTSH | B | 0.17% | 0.76% | 0.17% | |
CTVA | C | 0.17% | 0.38% | 0.17% | |
DTE | C | 0.21% | 0.2% | 0.2% | |
EA | A | 0.5% | 0.89% | 0.5% | |
ED | D | 0.33% | 1.13% | 0.33% | |
EG | C | 0.26% | 0.43% | 0.26% | |
ERIE | D | 0.2% | 0.42% | 0.2% | |
FANG | D | 0.01% | 0.55% | 0.01% | |
FCNCA | A | 0.51% | 0.88% | 0.51% | |
FFIV | B | 0.22% | 0.55% | 0.22% | |
FSLR | F | 0.26% | 0.06% | 0.06% | |
GDDY | A | 0.27% | 1.0% | 0.27% | |
GIS | D | 0.25% | 0.66% | 0.25% | |
GLW | B | 0.57% | 0.31% | 0.31% | |
GRMN | B | 0.49% | 0.33% | 0.33% | |
HIG | B | 0.67% | 0.12% | 0.12% | |
HOLX | D | 0.2% | 0.16% | 0.16% | |
HRL | D | 0.12% | 0.21% | 0.12% | |
HSY | F | 0.18% | 0.3% | 0.18% | |
INCY | C | 0.16% | 0.53% | 0.16% | |
IT | C | 0.54% | 0.35% | 0.35% | |
JNPR | F | 0.04% | 0.45% | 0.04% | |
K | A | 0.34% | 0.8% | 0.34% | |
KEYS | A | 0.44% | 0.55% | 0.44% | |
KHC | F | 0.08% | 0.38% | 0.08% | |
KNX | B | 0.11% | 0.06% | 0.06% | |
KR | B | 0.12% | 0.61% | 0.12% | |
L | A | 0.26% | 0.28% | 0.26% | |
LNT | A | 0.14% | 0.1% | 0.1% | |
MKL | A | 0.38% | 0.34% | 0.34% | |
MOH | F | 0.3% | 0.18% | 0.18% | |
NBIX | C | 0.19% | 0.32% | 0.19% | |
NTAP | C | 0.44% | 0.22% | 0.22% | |
PKG | A | 0.42% | 0.2% | 0.2% | |
ROL | B | 0.19% | 0.36% | 0.19% | |
TSN | B | 0.23% | 0.71% | 0.23% | |
TW | A | 0.22% | 0.2% | 0.2% | |
ULTA | F | 0.19% | 0.04% | 0.04% | |
UTHR | C | 0.29% | 0.14% | 0.14% | |
WEC | A | 0.21% | 0.78% | 0.21% | |
WRB | A | 0.29% | 0.31% | 0.29% | |
XEL | A | 0.34% | 0.46% | 0.34% |
AVMC Overweight 448 Positions Relative to USMV
Symbol | Grade | Weight | |
---|---|---|---|
VST | B | 1.06% | |
RCL | A | 0.98% | |
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% | |
UAL | A | 0.56% | |
CCL | B | 0.56% | |
HWM | A | 0.55% | |
RJF | A | 0.55% | |
MLM | B | 0.54% | |
FITB | A | 0.54% | |
PHM | D | 0.52% | |
VMC | B | 0.52% | |
ON | D | 0.49% | |
DECK | A | 0.49% | |
WSM | B | 0.49% | |
IR | B | 0.48% | |
SYF | B | 0.48% | |
DD | D | 0.47% | |
EME | C | 0.47% | |
PEG | A | 0.47% | |
RMD | C | 0.46% | |
HPE | B | 0.46% | |
DVN | F | 0.46% | |
CBRE | B | 0.46% | |
STT | A | 0.46% | |
LPLA | A | 0.44% | |
HBAN | A | 0.43% | |
ROK | B | 0.43% | |
STLD | B | 0.43% | |
RF | A | 0.42% | |
TROW | B | 0.42% | |
SYY | B | 0.42% | |
NDAQ | A | 0.41% | |
GEHC | F | 0.41% | |
PPG | F | 0.41% | |
CSL | C | 0.4% | |
DOV | A | 0.4% | |
EQT | B | 0.4% | |
CSGP | D | 0.4% | |
ETR | B | 0.39% | |
TSCO | D | 0.39% | |
NTRS | A | 0.38% | |
HUBB | B | 0.38% | |
VEEV | C | 0.38% | |
CTRA | B | 0.38% | |
WAB | B | 0.38% | |
LII | A | 0.38% | |
LYB | F | 0.38% | |
EFX | F | 0.37% | |
JBL | B | 0.37% | |
CINF | A | 0.36% | |
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% | |
OC | A | 0.34% | |
CF | B | 0.33% | |
CFG | B | 0.33% | |
PFG | D | 0.32% | |
EXPD | 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% | |
DRI | B | 0.31% | |
OVV | B | 0.3% | |
EQH | B | 0.3% | |
BBY | D | 0.3% | |
KEY | B | 0.3% | |
SNA | A | 0.3% | |
TOL | B | 0.3% | |
CASY | A | 0.29% | |
LUV | C | 0.29% | |
LDOS | C | 0.29% | |
BIIB | F | 0.29% | |
FIX | A | 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% | |
VTRS | A | 0.27% | |
BRO | B | 0.26% | |
LH | C | 0.26% | |
ZM | B | 0.26% | |
BALL | D | 0.26% | |
CLX | B | 0.26% | |
TXT | D | 0.26% | |
RGA | A | 0.25% | |
AVY | D | 0.25% | |
NRG | B | 0.25% | |
FNF | B | 0.25% | |
TER | D | 0.25% | |
TWLO | A | 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% | |
AWK | D | 0.23% | |
PNR | A | 0.23% | |
KMX | B | 0.22% | |
KNSL | B | 0.22% | |
FOXA | B | 0.22% | |
EMN | D | 0.22% | |
SWKS | F | 0.22% | |
IEX | B | 0.22% | |
SOFI | A | 0.22% | |
POOL | C | 0.22% | |
APTV | D | 0.22% | |
THC | D | 0.21% | |
AMCR | D | 0.21% | |
ITT | A | 0.21% | |
WAL | B | 0.21% | |
EVR | B | 0.21% | |
USFD | A | 0.21% | |
UNM | A | 0.21% | |
AFRM | B | 0.21% | |
ZBH | C | 0.21% | |
ACM | A | 0.2% | |
LAD | A | 0.2% | |
PFGC | B | 0.2% | |
GPC | D | 0.2% | |
MUSA | A | 0.2% | |
JKHY | D | 0.2% | |
SSNC | B | 0.2% | |
BWXT | B | 0.2% | |
CG | A | 0.2% | |
ALB | C | 0.2% | |
PRI | A | 0.2% | |
RNR | C | 0.2% | |
ADM | D | 0.2% | |
EXP | A | 0.19% | |
JEF | A | 0.19% | |
ZION | B | 0.19% | |
LECO | B | 0.19% | |
AR | B | 0.19% | |
MLI | C | 0.19% | |
IFF | D | 0.19% | |
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% | |
TXRH | C | 0.18% | |
BJ | A | 0.18% | |
WMS | D | 0.18% | |
WBS | A | 0.18% | |
SF | B | 0.18% | |
TAP | C | 0.18% | |
ALLY | C | 0.18% | |
NCLH | B | 0.18% | |
AIT | A | 0.18% | |
ATR | B | 0.18% | |
BURL | A | 0.18% | |
ALLE | D | 0.18% | |
EXEL | B | 0.17% | |
PR | B | 0.17% | |
JLL | D | 0.17% | |
AYI | B | 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% | |
FLR | B | 0.16% | |
MKC | D | 0.16% | |
UFPI | B | 0.16% | |
R | B | 0.16% | |
UHS | D | 0.16% | |
FND | C | 0.16% | |
SEIC | B | 0.16% | |
BSY | D | 0.16% | |
CNC | D | 0.16% | |
CCK | C | 0.16% | |
BLD | D | 0.16% | |
EPAM | C | 0.16% | |
ORI | A | 0.16% | |
CIEN | B | 0.15% | |
WWD | B | 0.15% | |
CHRW | C | 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% | |
HRB | D | 0.15% | |
EIX | 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% | |
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% | |
TMHC | B | 0.14% | |
BAX | D | 0.14% | |
TPX | B | 0.14% | |
GMED | A | 0.14% | |
MTG | C | 0.13% | |
MEDP | D | 0.13% | |
AXTA | A | 0.13% | |
RBC | A | 0.13% | |
CBSH | A | 0.13% | |
DVA | B | 0.13% | |
RL | B | 0.13% | |
AXON | A | 0.13% | |
NYT | C | 0.13% | |
OSK | B | 0.13% | |
NI | A | 0.13% | |
DG | F | 0.13% | |
ILMN | D | 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% | |
AXS | A | 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% | |
FLS | 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% | |
RVMD | C | 0.12% | |
LNW | D | 0.12% | |
MRNA | F | 0.12% | |
DKS | C | 0.12% | |
TREX | C | 0.12% | |
MTH | D | 0.12% | |
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% | |
PCVX | 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% | |
RYAN | 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% | |
GAP | 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% | |
POST | C | 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% | |
MKTX | D | 0.08% | |
DAR | C | 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% | |
WTS | B | 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% | |
SPSC | C | 0.05% | |
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% | |
TRMB | B | 0.04% | |
PARA | C | 0.04% | |
SEE | C | 0.04% | |
ADTN | A | 0.04% | |
HESM | B | 0.04% | |
MGM | D | 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% | |
VAL | D | 0.01% | |
LKQ | D | 0.01% | |
OMC | C | 0.01% | |
CWEN | C | 0.01% | |
PII | D | 0.01% | |
UHAL | D | 0.01% | |
QLYS | C | 0.01% | |
ACT | D | 0.01% | |
RMBS | C | 0.0% | |
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 114 Positions Relative to USMV
Symbol | Grade | Weight | |
---|---|---|---|
TMUS | B | -1.95% | |
MSI | B | -1.81% | |
WMT | A | -1.78% | |
PGR | A | -1.67% | |
IBM | C | -1.66% | |
WCN | A | -1.56% | |
RSG | A | -1.55% | |
BRK.A | B | -1.55% | |
DUK | C | -1.49% | |
CSCO | B | -1.47% | |
CB | C | -1.47% | |
APH | A | -1.44% | |
WM | A | -1.44% | |
NOC | D | -1.43% | |
TXN | C | -1.39% | |
VZ | C | -1.35% | |
SO | D | -1.35% | |
MCK | B | -1.35% | |
MSFT | F | -1.34% | |
UNH | C | -1.34% | |
ORCL | B | -1.31% | |
ROP | B | -1.3% | |
ACN | C | -1.29% | |
AJG | B | -1.27% | |
MCD | D | -1.25% | |
LLY | F | -1.25% | |
PG | A | -1.23% | |
AVGO | D | -1.19% | |
JNJ | D | -1.18% | |
TRV | B | -1.15% | |
MMC | B | -1.11% | |
ABBV | D | -1.04% | |
MRK | F | -1.01% | |
PEP | F | -1.01% | |
AAPL | C | -0.99% | |
AZO | C | -0.98% | |
GILD | C | -0.94% | |
V | A | -0.9% | |
LMT | D | -0.82% | |
NOW | A | -0.75% | |
T | A | -0.74% | |
MA | C | -0.7% | |
VRTX | F | -0.69% | |
FI | A | -0.69% | |
ORLY | B | -0.68% | |
COR | B | -0.67% | |
NVDA | C | -0.67% | |
VRSN | F | -0.64% | |
AMGN | D | -0.59% | |
FICO | B | -0.59% | |
REGN | F | -0.59% | |
KDP | D | -0.59% | |
TDY | B | -0.57% | |
BDX | F | -0.56% | |
MPC | D | -0.54% | |
AON | A | -0.53% | |
CME | A | -0.53% | |
PTC | A | -0.52% | |
ELV | F | -0.52% | |
YUM | B | -0.5% | |
BMY | B | -0.49% | |
NEM | D | -0.46% | |
UBER | D | -0.45% | |
TJX | A | -0.45% | |
XOM | B | -0.45% | |
MDLZ | F | -0.44% | |
WDAY | B | -0.43% | |
VRSK | A | -0.42% | |
CL | D | -0.41% | |
HUM | C | -0.4% | |
CMCSA | B | -0.39% | |
AEP | D | -0.39% | |
WTW | B | -0.38% | |
GEN | B | -0.35% | |
CVX | A | -0.34% | |
WMB | A | -0.31% | |
FWONK | B | -0.31% | |
HD | A | -0.3% | |
ANET | C | -0.29% | |
ICE | C | -0.28% | |
HON | B | -0.25% | |
HUBS | A | -0.24% | |
ADI | D | -0.23% | |
D | C | -0.23% | |
AZPN | A | -0.23% | |
ALNY | D | -0.22% | |
CI | F | -0.21% | |
KMB | D | -0.21% | |
PFE | D | -0.2% | |
DPZ | C | -0.19% | |
CRWD | B | -0.19% | |
CDNS | B | -0.18% | |
MELI | D | -0.18% | |
SNPS | B | -0.18% | |
EOG | A | -0.17% | |
LIN | D | -0.16% | |
STX | D | -0.16% | |
GOOG | C | -0.16% | |
AMZN | C | -0.14% | |
MDT | D | -0.13% | |
DELL | C | -0.12% | |
OXY | D | -0.12% | |
DGX | A | -0.11% | |
KO | D | -0.1% | |
RTX | C | -0.09% | |
ADP | B | -0.09% | |
ABT | B | -0.09% | |
OTIS | C | -0.07% | |
TEL | B | -0.07% | |
PSX | C | -0.06% | |
VLO | C | -0.05% | |
CRM | B | -0.05% | |
GD | F | -0.05% | |
CVS | D | -0.04% |
AVMC: Top Represented Industries & Keywords
USMV: Top Represented Industries & Keywords