IAT vs. MVPA ETF Comparison
Comparison of iShares U.S. Regional Banks ETF (IAT) to Advisor Managed Portfolios Miller Value Partners Appreciation ETF (MVPA)
IAT
iShares U.S. Regional Banks ETF
IAT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$56.15
Average Daily Volume
388,899
34
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
$36.68
Average Daily Volume
4,255
31
Performance
| Period | IAT | MVPA |
|---|---|---|
| 30 Days | 13.30% | 11.68% |
| 60 Days | 17.98% | 12.99% |
| 90 Days | 18.38% | 15.49% |
| 12 Months | 63.05% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IAT | Weight in MVPA | Overlap | |
|---|---|---|---|---|---|
| WAL | B | 1.77% | 2.79% | 1.77% |
IAT Overweight 33 Positions Relative to MVPA
| Symbol | Grade | Weight | |
|---|---|---|---|
| PNC | B | 14.13% | |
| USB | A | 13.33% | |
| TFC | A | 10.67% | |
| MTB | A | 4.88% | |
| FITB | A | 4.77% | |
| HBAN | A | 4.58% | |
| FCNCA | A | 4.56% | |
| RF | A | 4.3% | |
| CFG | B | 3.74% | |
| KEY | B | 3.18% | |
| EWBC | A | 2.56% | |
| FHN | A | 1.95% | |
| WBS | A | 1.84% | |
| PNFP | B | 1.7% | |
| CFR | B | 1.59% | |
| ZION | B | 1.57% | |
| WTFC | A | 1.56% | |
| CMA | A | 1.54% | |
| CBSH | A | 1.5% | |
| SSB | B | 1.44% | |
| SNV | B | 1.43% | |
| PB | A | 1.4% | |
| BPOP | B | 1.24% | |
| GBCI | B | 1.14% | |
| FNB | A | 1.06% | |
| HOMB | A | 1.02% | |
| UBSI | B | 1.0% | |
| UMBF | B | 0.96% | |
| FFIN | B | 0.95% | |
| OZK | B | 0.91% | |
| VLY | B | 0.85% | |
| BOKF | B | 0.46% | |
| TFSL | A | 0.14% |
IAT 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 | D | -4.71% | |
| MSTR | C | -4.69% | |
| SMLR | B | -4.51% | |
| ZD | C | -4.19% | |
| PYPL | B | -3.9% | |
| CROX | D | -3.8% | |
| IBTA | C | -3.42% | |
| TTE | F | -3.32% | |
| ATKR | C | -2.95% | |
| T | A | -2.92% | |
| LNC | B | -2.85% | |
| CTRN | D | -2.84% | |
| QUAD | C | -2.82% | |
| TOST | B | -2.58% | |
| PRDO | B | -2.51% | |
| FTI | A | -2.5% | |
| FOUR | B | -2.44% | |
| ARLP | A | -2.06% | |
| VTRS | A | -2.02% | |
| ABNB | C | -1.95% | |
| BLDR | D | -1.9% | |
| LAD | A | -1.67% | |
| BKE | B | -1.52% | |
| MTCH | D | -1.49% | |
| EXFY | B | -0.87% | |
| CHRD | D | -0.09% |
IAT: Top Represented Industries & Keywords
MVPA: Top Represented Industries & Keywords
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