IAK vs. MVPA ETF Comparison

Comparison of iShares U.S. Insurance ETF (IAK) to Advisor Managed Portfolios Miller Value Partners Appreciation ETF (MVPA)
IAK

iShares U.S. Insurance ETF

IAK Description

The investment seeks to track the investment results of an index composed of U.S. equities in the insurance sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Insurance Index (the "underlying index"), which measures the performance of the insurance sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include financial and insurance companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$132.27

Average Daily Volume

67,323

Number of Holdings *

52

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

Advisor Managed Portfolios Miller Value Partners Appreciation ETF

MVPA Description The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in securities that Miller Value Partners, LLC (the "Adviser") believes have an above-average probability of outperforming the S&P 500® Index (the "S&P 500") over a multi-year time horizon. It will typically invest in a portfolio of approximately 20-40 common stocks without regard to market capitalization. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$35.07

Average Daily Volume

4,218

Number of Holdings *

31

* may have additional holdings in another (foreign) market
Performance
Period IAK MVPA
30 Days -0.77% 5.75%
60 Days 2.42% 7.87%
90 Days 8.26% 12.92%
12 Months 38.19%
1 Overlapping Holdings
Symbol Grade Weight in IAK Weight in MVPA Overlap
LNC B 0.6% 2.85% 0.6%
IAK Overweight 51 Positions Relative to MVPA
Symbol Grade Weight
PGR B 16.35%
CB C 11.69%
TRV A 6.34%
AFL C 6.0%
MET A 4.7%
PRU B 4.66%
ALL A 4.52%
AIG C 4.47%
HIG B 4.02%
ACGL D 3.88%
CINF A 2.76%
MKL A 2.61%
PFG C 2.17%
WRB B 2.12%
FNF A 1.82%
L A 1.78%
UNM A 1.42%
AIZ A 1.32%
KNSL B 1.24%
AFG A 1.21%
ERIE F 1.2%
PRI A 1.19%
GL C 1.16%
ORI A 1.05%
RLI A 0.87%
FAF C 0.79%
AXS A 0.78%
SIGI B 0.72%
THG A 0.7%
WTM A 0.58%
AGO A 0.54%
KMPR A 0.51%
CNO B 0.49%
BHF C 0.37%
OSCR C 0.36%
GNW A 0.35%
PLMR A 0.33%
STC B 0.24%
MCY B 0.24%
TRUP B 0.21%
LMND A 0.21%
HMN B 0.2%
SKWD A 0.2%
EIG B 0.16%
SAFT B 0.16%
CNA C 0.14%
AMSF B 0.14%
PRA B 0.1%
AMBC C 0.08%
UFCS A 0.06%
JRVR F 0.03%
IAK Underweight 30 Positions Relative to MVPA
Symbol Grade Weight
BFH B -6.02%
CTO B -5.18%
CPNG D -4.87%
JXN C -4.87%
CNC F -4.71%
MSTR A -4.69%
SMLR B -4.51%
ZD B -4.19%
PYPL B -3.9%
CROX F -3.8%
IBTA D -3.42%
TTE F -3.32%
ATKR D -2.95%
T A -2.92%
CTRN F -2.84%
QUAD B -2.82%
WAL B -2.79%
TOST A -2.58%
PRDO B -2.51%
FTI A -2.5%
FOUR A -2.44%
ARLP A -2.06%
VTRS A -2.02%
ABNB D -1.95%
BLDR D -1.9%
LAD B -1.67%
BKE B -1.52%
MTCH F -1.49%
EXFY B -0.87%
CHRD F -0.09%
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