AVMV vs. XJH ETF Comparison
Comparison of Avantis U.S. Mid Cap Value ETF (AVMV) to iShares ESG Screened S&P Mid-Cap ETF (XJH)
AVMV
Avantis U.S. Mid Cap Value ETF
AVMV Description
The fund invests primarily in a diverse group of U.S. mid cap companies across market sectors and industry groups. It seeks to achieve higher expected returns by selecting 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
$70.43
Average Daily Volume
7,214
Number of Holdings
*
236
* may have additional holdings in another (foreign) market
XJH
iShares ESG Screened S&P Mid-Cap ETF
XJH Description
The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.Grade (RS Rating)
Last Trade
$44.84
Average Daily Volume
13,025
Number of Holdings
*
353
* may have additional holdings in another (foreign) market
Performance
Period | AVMV | XJH |
---|---|---|
30 Days | 7.26% | 4.58% |
60 Days | 9.58% | 5.23% |
90 Days | 11.08% | 5.65% |
12 Months | 36.21% | 28.94% |
91 Overlapping Holdings
Symbol | Grade | Weight in AVMV | Weight in XJH | Overlap | |
---|---|---|---|---|---|
AFG | A | 0.35% | 0.39% | 0.35% | |
AGCO | D | 0.23% | 0.22% | 0.22% | |
AIT | B | 0.41% | 0.39% | 0.39% | |
ALLY | C | 0.36% | 0.37% | 0.36% | |
ALV | C | 0.28% | 0.27% | 0.27% | |
AM | A | 0.18% | 0.19% | 0.18% | |
AMKR | D | 0.12% | 0.11% | 0.11% | |
ANF | F | 0.14% | 0.28% | 0.14% | |
ARW | D | 0.22% | 0.23% | 0.22% | |
ATR | B | 0.39% | 0.44% | 0.39% | |
AYI | B | 0.38% | 0.38% | 0.38% | |
BC | C | 0.21% | 0.2% | 0.2% | |
BJ | A | 0.2% | 0.44% | 0.2% | |
BURL | B | 0.37% | 0.64% | 0.37% | |
BYD | B | 0.15% | 0.19% | 0.15% | |
CASY | A | 0.58% | 0.57% | 0.57% | |
CBSH | B | 0.24% | 0.32% | 0.24% | |
CFR | B | 0.28% | 0.34% | 0.28% | |
CHDN | B | 0.17% | 0.39% | 0.17% | |
CHX | C | 0.21% | 0.22% | 0.21% | |
CLF | F | 0.24% | 0.21% | 0.21% | |
CLH | C | 0.44% | 0.48% | 0.44% | |
CMC | B | 0.28% | 0.26% | 0.26% | |
COKE | C | 0.25% | 0.27% | 0.25% | |
CROX | D | 0.13% | 0.22% | 0.13% | |
CSL | C | 0.94% | 0.78% | 0.78% | |
DCI | B | 0.34% | 0.35% | 0.34% | |
DINO | D | 0.0% | 0.26% | 0.0% | |
EME | A | 0.97% | 0.88% | 0.88% | |
EQH | C | 0.59% | 0.45% | 0.45% | |
ESNT | F | 0.19% | 0.22% | 0.19% | |
EVR | B | 0.21% | 0.4% | 0.21% | |
EWBC | A | 0.52% | 0.54% | 0.52% | |
EXP | B | 0.42% | 0.39% | 0.39% | |
FHN | A | 0.21% | 0.41% | 0.21% | |
FIX | A | 0.57% | 0.59% | 0.57% | |
FND | D | 0.32% | 0.41% | 0.32% | |
FYBR | C | 0.18% | 0.29% | 0.18% | |
GAP | C | 0.21% | 0.19% | 0.19% | |
GGG | B | 0.55% | 0.57% | 0.55% | |
GPK | C | 0.27% | 0.32% | 0.27% | |
INGR | C | 0.32% | 0.37% | 0.32% | |
JAZZ | B | 0.3% | 0.29% | 0.29% | |
KNSL | B | 0.37% | 0.4% | 0.37% | |
LEA | F | 0.21% | 0.2% | 0.2% | |
LECO | C | 0.42% | 0.44% | 0.42% | |
LII | A | 0.84% | 0.75% | 0.75% | |
LNTH | D | 0.02% | 0.21% | 0.02% | |
LSTR | D | 0.27% | 0.25% | 0.25% | |
MANH | D | 0.59% | 0.65% | 0.59% | |
MSM | C | 0.07% | 0.15% | 0.07% | |
MTG | C | 0.24% | 0.24% | 0.24% | |
MUSA | B | 0.45% | 0.37% | 0.37% | |
NEU | D | 0.15% | 0.16% | 0.15% | |
OC | A | 0.78% | 0.64% | 0.64% | |
ORI | A | 0.32% | 0.33% | 0.32% | |
OZK | B | 0.18% | 0.19% | 0.18% | |
PII | F | 0.03% | 0.13% | 0.03% | |
PNFP | B | 0.11% | 0.36% | 0.11% | |
PRI | B | 0.38% | 0.38% | 0.38% | |
QLYS | B | 0.09% | 0.21% | 0.09% | |
R | B | 0.36% | 0.27% | 0.27% | |
RGA | A | 0.5% | 0.57% | 0.5% | |
RPM | A | 0.65% | 0.66% | 0.65% | |
RS | B | 0.69% | 0.64% | 0.64% | |
SAIA | B | 0.52% | 0.54% | 0.52% | |
SEIC | B | 0.11% | 0.3% | 0.11% | |
SF | B | 0.37% | 0.45% | 0.37% | |
SFM | A | 0.56% | 0.54% | 0.54% | |
SNX | D | 0.2% | 0.33% | 0.2% | |
SON | F | 0.18% | 0.19% | 0.18% | |
SSB | B | 0.02% | 0.31% | 0.02% | |
SSD | F | 0.32% | 0.29% | 0.29% | |
THO | B | 0.23% | 0.22% | 0.22% | |
TKR | D | 0.17% | 0.18% | 0.17% | |
TMHC | C | 0.24% | 0.28% | 0.24% | |
TOL | B | 0.67% | 0.6% | 0.6% | |
TREX | C | 0.28% | 0.29% | 0.28% | |
TXRH | B | 0.4% | 0.5% | 0.4% | |
UFPI | C | 0.37% | 0.3% | 0.3% | |
UNM | A | 0.42% | 0.45% | 0.42% | |
UTHR | C | 0.64% | 0.65% | 0.64% | |
VAL | F | 0.0% | 0.13% | 0.0% | |
WBS | A | 0.36% | 0.39% | 0.36% | |
WFRD | D | 0.22% | 0.23% | 0.22% | |
WLK | D | 0.17% | 0.16% | 0.16% | |
WMS | F | 0.4% | 0.35% | 0.35% | |
WSM | C | 0.81% | 0.63% | 0.63% | |
WTFC | A | 0.29% | 0.33% | 0.29% | |
X | B | 0.35% | 0.31% | 0.31% | |
ZION | B | 0.38% | 0.33% | 0.33% |
AVMV Overweight 145 Positions Relative to XJH
Symbol | Grade | Weight | |
---|---|---|---|
RCL | A | 2.24% | |
VST | A | 2.2% | |
URI | C | 1.93% | |
TRGP | A | 1.36% | |
HIG | B | 1.29% | |
UAL | A | 1.19% | |
CCL | A | 1.14% | |
PHM | D | 1.14% | |
ACGL | C | 1.13% | |
GLW | B | 1.12% | |
MTB | A | 1.12% | |
FITB | B | 1.08% | |
ON | D | 1.07% | |
RJF | A | 1.05% | |
DECK | A | 1.0% | |
BKR | A | 0.98% | |
SYF | B | 0.95% | |
STLD | B | 0.91% | |
TPL | A | 0.88% | |
HBAN | A | 0.88% | |
PKG | A | 0.87% | |
STT | B | 0.86% | |
KR | B | 0.85% | |
TSCO | D | 0.84% | |
TROW | B | 0.83% | |
LYB | F | 0.83% | |
RF | A | 0.81% | |
DVN | F | 0.79% | |
LPLA | A | 0.75% | |
JBL | C | 0.73% | |
EXPD | C | 0.72% | |
DRI | B | 0.72% | |
IP | A | 0.72% | |
ADM | D | 0.72% | |
NTRS | A | 0.69% | |
FLEX | B | 0.69% | |
NVR | D | 0.69% | |
CFG | B | 0.67% | |
SNA | A | 0.67% | |
DOW | F | 0.67% | |
BBY | D | 0.67% | |
CF | A | 0.65% | |
DFS | B | 0.63% | |
EQT | B | 0.62% | |
EBAY | D | 0.62% | |
FSLR | F | 0.61% | |
MRO | B | 0.61% | |
CTRA | B | 0.6% | |
JBHT | C | 0.59% | |
WRB | A | 0.56% | |
VTRS | A | 0.56% | |
CVNA | B | 0.52% | |
SWKS | F | 0.5% | |
EG | C | 0.5% | |
POOL | C | 0.49% | |
L | A | 0.49% | |
FOXA | A | 0.48% | |
KMX | B | 0.46% | |
OVV | B | 0.46% | |
FTI | A | 0.45% | |
IDXX | F | 0.45% | |
ULTA | F | 0.44% | |
BWXT | B | 0.44% | |
HAL | C | 0.43% | |
WBD | B | 0.42% | |
EMN | C | 0.42% | |
NCLH | B | 0.41% | |
TAP | C | 0.41% | |
MLI | B | 0.41% | |
WAL | B | 0.41% | |
BALL | F | 0.38% | |
CMA | B | 0.36% | |
DG | F | 0.33% | |
PFGC | B | 0.33% | |
AOS | F | 0.33% | |
LNG | A | 0.32% | |
GL | C | 0.32% | |
GPC | D | 0.3% | |
NUE | C | 0.3% | |
BWA | D | 0.3% | |
RHI | C | 0.3% | |
DKS | D | 0.29% | |
RRC | B | 0.29% | |
TPR | B | 0.29% | |
RL | C | 0.29% | |
ENSG | C | 0.29% | |
MKL | A | 0.28% | |
ATI | C | 0.27% | |
DLTR | F | 0.27% | |
FCNCA | A | 0.27% | |
PR | B | 0.27% | |
CNC | D | 0.27% | |
BLDR | D | 0.27% | |
AXS | A | 0.26% | |
LUV | C | 0.26% | |
FANG | C | 0.25% | |
MTDR | B | 0.25% | |
MOS | F | 0.24% | |
FOX | A | 0.24% | |
BPOP | C | 0.24% | |
UHAL | D | 0.24% | |
LULU | C | 0.24% | |
OMF | A | 0.23% | |
APA | D | 0.22% | |
NSIT | F | 0.22% | |
SM | B | 0.21% | |
BG | D | 0.2% | |
MUR | D | 0.19% | |
CHRD | D | 0.19% | |
MHK | D | 0.19% | |
PFG | D | 0.19% | |
CIVI | D | 0.18% | |
AES | F | 0.18% | |
CHRW | B | 0.18% | |
OLN | F | 0.18% | |
MGY | A | 0.16% | |
APTV | F | 0.16% | |
FAST | B | 0.16% | |
MTH | D | 0.15% | |
LVS | B | 0.15% | |
UHS | D | 0.13% | |
ENLC | A | 0.13% | |
KEY | B | 0.12% | |
EL | F | 0.12% | |
MKTX | D | 0.1% | |
BOKF | B | 0.09% | |
HESM | B | 0.08% | |
AR | B | 0.08% | |
DDS | B | 0.06% | |
JKHY | D | 0.06% | |
CPNG | D | 0.05% | |
ACT | C | 0.04% | |
SW | A | 0.03% | |
DAL | B | 0.03% | |
CNA | C | 0.03% | |
CWEN | C | 0.02% | |
UHAL | D | 0.02% | |
CWEN | C | 0.01% | |
CACC | D | 0.01% | |
MLM | C | 0.01% | |
PTEN | C | 0.0% | |
NFE | D | 0.0% | |
FIZZ | C | 0.0% | |
ATKR | D | 0.0% | |
CLVT | D | 0.0% |
AVMV Underweight 262 Positions Relative to XJH
Symbol | Grade | Weight | |
---|---|---|---|
ILMN | C | -0.85% | |
IBKR | A | -0.73% | |
WSO | A | -0.69% | |
XPO | B | -0.65% | |
DT | D | -0.61% | |
USFD | A | -0.61% | |
THC | D | -0.59% | |
FNF | B | -0.59% | |
COHR | B | -0.58% | |
PSTG | D | -0.58% | |
ACM | B | -0.54% | |
AVTR | F | -0.54% | |
CW | C | -0.52% | |
RNR | C | -0.51% | |
GLPI | C | -0.5% | |
ELS | C | -0.5% | |
ITT | A | -0.47% | |
NBIX | C | -0.47% | |
JLL | D | -0.47% | |
BMRN | F | -0.47% | |
DUOL | A | -0.46% | |
SCI | B | -0.46% | |
NVT | B | -0.46% | |
AMH | C | -0.45% | |
JEF | A | -0.45% | |
WPC | C | -0.45% | |
RRX | B | -0.43% | |
LAMR | C | -0.42% | |
CUBE | C | -0.41% | |
BLD | D | -0.41% | |
TTEK | F | -0.41% | |
GME | C | -0.4% | |
AA | A | -0.4% | |
CCK | D | -0.4% | |
EHC | B | -0.39% | |
ARMK | B | -0.39% | |
OHI | C | -0.39% | |
WWD | C | -0.39% | |
SRPT | F | -0.39% | |
LAD | A | -0.38% | |
EXEL | B | -0.38% | |
CIEN | C | -0.38% | |
WING | D | -0.37% | |
HLI | A | -0.37% | |
NLY | C | -0.37% | |
TPX | B | -0.36% | |
WTRG | B | -0.36% | |
DTM | A | -0.36% | |
GMED | A | -0.35% | |
RGLD | C | -0.35% | |
WCC | B | -0.35% | |
FBIN | D | -0.35% | |
BRBR | A | -0.35% | |
PCTY | C | -0.34% | |
AXTA | B | -0.34% | |
AAON | B | -0.34% | |
KNX | C | -0.34% | |
PEN | B | -0.34% | |
REXR | F | -0.34% | |
BRX | A | -0.33% | |
NYT | D | -0.33% | |
CHE | D | -0.32% | |
CR | A | -0.32% | |
MTZ | B | -0.32% | |
TTC | C | -0.32% | |
MEDP | D | -0.32% | |
CNM | D | -0.31% | |
ONTO | F | -0.31% | |
PLNT | A | -0.31% | |
SKX | D | -0.31% | |
LNW | F | -0.31% | |
HRB | D | -0.31% | |
EGP | D | -0.31% | |
HQY | A | -0.31% | |
PB | B | -0.3% | |
VOYA | B | -0.3% | |
SNV | C | -0.3% | |
BERY | C | -0.29% | |
ADC | A | -0.29% | |
MKSI | C | -0.29% | |
WH | B | -0.29% | |
NNN | C | -0.29% | |
FLS | B | -0.29% | |
RLI | A | -0.28% | |
MIDD | C | -0.28% | |
EXLS | B | -0.28% | |
MTSI | B | -0.28% | |
OLED | F | -0.28% | |
G | B | -0.28% | |
RGEN | D | -0.28% | |
WEX | D | -0.28% | |
CVLT | B | -0.28% | |
KEX | B | -0.28% | |
LPX | B | -0.27% | |
MASI | B | -0.27% | |
H | B | -0.27% | |
GTLS | A | -0.27% | |
GXO | B | -0.27% | |
ESAB | C | -0.27% | |
RYAN | A | -0.27% | |
OSK | C | -0.27% | |
MSA | F | -0.26% | |
HALO | F | -0.26% | |
VMI | B | -0.26% | |
VNO | C | -0.26% | |
FCN | F | -0.26% | |
FR | D | -0.26% | |
CGNX | D | -0.26% | |
ELF | C | -0.26% | |
ONB | C | -0.26% | |
LSCC | D | -0.26% | |
GNTX | C | -0.26% | |
DOCS | C | -0.25% | |
COLB | B | -0.25% | |
DAR | C | -0.25% | |
KD | B | -0.25% | |
AZPN | A | -0.25% | |
DBX | B | -0.25% | |
STAG | D | -0.25% | |
FAF | A | -0.25% | |
MTN | C | -0.25% | |
WHR | B | -0.24% | |
HR | B | -0.24% | |
NOV | C | -0.24% | |
GBCI | B | -0.24% | |
CYTK | F | -0.24% | |
CBT | D | -0.23% | |
VNT | C | -0.23% | |
BRKR | D | -0.23% | |
SIGI | C | -0.23% | |
NOVT | D | -0.23% | |
LFUS | D | -0.23% | |
ALTR | B | -0.23% | |
STWD | C | -0.23% | |
UBSI | B | -0.22% | |
HOMB | A | -0.22% | |
RMBS | B | -0.22% | |
LITE | B | -0.22% | |
JHG | B | -0.22% | |
WTS | B | -0.22% | |
PVH | C | -0.22% | |
THG | A | -0.22% | |
KRG | B | -0.22% | |
FNB | A | -0.22% | |
CRUS | D | -0.21% | |
CADE | B | -0.21% | |
UMBF | B | -0.21% | |
VVV | D | -0.21% | |
AMG | B | -0.21% | |
ALTM | B | -0.21% | |
OLLI | D | -0.21% | |
KBH | D | -0.21% | |
SLM | A | -0.2% | |
FFIN | B | -0.2% | |
KNF | B | -0.2% | |
APPF | B | -0.2% | |
GATX | A | -0.2% | |
BDC | C | -0.19% | |
HXL | F | -0.19% | |
ST | F | -0.19% | |
UGI | C | -0.19% | |
EXPO | D | -0.19% | |
NXST | C | -0.19% | |
ROIV | C | -0.19% | |
HWC | B | -0.19% | |
POST | C | -0.19% | |
HAE | C | -0.18% | |
CUZ | B | -0.18% | |
AVT | C | -0.18% | |
AVNT | B | -0.18% | |
IRT | A | -0.18% | |
NJR | A | -0.18% | |
WMG | D | -0.18% | |
VLY | B | -0.18% | |
LOPE | C | -0.18% | |
RH | C | -0.18% | |
FIVE | F | -0.18% | |
MMS | F | -0.18% | |
AN | C | -0.17% | |
EEFT | B | -0.17% | |
DLB | B | -0.17% | |
SLGN | A | -0.17% | |
SWX | B | -0.17% | |
TCBI | C | -0.16% | |
ASGN | F | -0.16% | |
BCO | F | -0.16% | |
KRC | B | -0.16% | |
CELH | F | -0.16% | |
OGS | A | -0.16% | |
SBRA | C | -0.16% | |
KMPR | A | -0.16% | |
ORA | B | -0.16% | |
FLO | D | -0.16% | |
M | F | -0.16% | |
IBOC | B | -0.15% | |
HOG | D | -0.15% | |
ENS | F | -0.15% | |
RYN | D | -0.15% | |
ASB | B | -0.15% | |
CNO | B | -0.15% | |
XRAY | F | -0.14% | |
ACHC | F | -0.14% | |
TNL | A | -0.14% | |
OPCH | D | -0.14% | |
ASH | F | -0.14% | |
SR | A | -0.14% | |
FHI | B | -0.13% | |
EPR | C | -0.13% | |
BLKB | B | -0.13% | |
CDP | C | -0.13% | |
SLAB | F | -0.13% | |
NVST | B | -0.13% | |
TEX | F | -0.13% | |
IRDM | D | -0.13% | |
POWI | F | -0.13% | |
LANC | C | -0.13% | |
ZI | D | -0.12% | |
PK | C | -0.12% | |
PAG | B | -0.12% | |
ALGM | D | -0.12% | |
PBF | D | -0.12% | |
BHF | C | -0.12% | |
WEN | D | -0.12% | |
SMG | C | -0.12% | |
GHC | B | -0.12% | |
FLG | D | -0.12% | |
CHH | A | -0.12% | |
YETI | D | -0.12% | |
COLM | C | -0.11% | |
COTY | F | -0.11% | |
LIVN | F | -0.11% | |
SAM | C | -0.11% | |
TDC | D | -0.11% | |
NEOG | F | -0.11% | |
AMED | F | -0.11% | |
NSA | C | -0.11% | |
SYNA | C | -0.11% | |
VAC | C | -0.11% | |
PCH | F | -0.11% | |
MAN | F | -0.11% | |
WU | F | -0.1% | |
ENOV | C | -0.1% | |
VC | F | -0.1% | |
ARWR | D | -0.1% | |
GT | C | -0.1% | |
NSP | F | -0.1% | |
CXT | C | -0.1% | |
HGV | C | -0.1% | |
CPRI | F | -0.09% | |
PPC | C | -0.08% | |
IPGP | D | -0.08% | |
AZTA | D | -0.08% | |
JWN | D | -0.08% | |
RCM | A | -0.08% | |
GEF | A | -0.07% | |
CAR | C | -0.07% | |
VSH | F | -0.07% | |
UAA | C | -0.07% | |
CNXC | F | -0.07% | |
CRI | F | -0.07% | |
UA | C | -0.05% | |
MAGN | D | -0.01% |
AVMV: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Specialty Retail
Insurance - Property & Casualty
Packaging & Containers
Building Materials
Capital Markets
Diversified Industrials
Leisure
Oil & Gas Equipment & Services
Residential Construction
Specialty Chemicals
Steel
Asset Management
Auto Parts
Credit Services
Insurance - Diversified
Insurance - Life
Integrated Shipping & Logistics
Oil & Gas Midstream
XJH: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Biotechnology
Diversified Industrials
Software - Application
Business Services
Packaging & Containers
Semiconductors
Building Materials
REIT - Diversified
Specialty Chemicals
Apparel Manufacturing
Asset Management
Medical Care
Packaged Foods
REIT - Industrial
Scientific & Technical Instruments
Specialty Retail
Diagnostics & Research
Engineering & Construction
Insurance - Property & Casualty