MVPA vs. HART ETF Comparison
Comparison of Advisor Managed Portfolios Miller Value Partners Appreciation ETF (MVPA) to IQ Healthy Hearts ETF (HART)
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
$30.88
Average Daily Volume
2,049
10
HART
IQ Healthy Hearts ETF
HART Description
The investment seeks investment results that correspond (before fees and expenses) generally to the price and yield performance of its underlying index, the IQ Candriam Healthy Hearts Index. The fund employs a passive management - or indexing - investment approach designed to track the performance of the index, which was developed by IndexIQ LLC with Candriam Belgium S.A. acting as index consultant to IndexIQ. The index includes securities of large-, mid- and small-capitalization companies that trade in the U.S. and foreign markets, including emerging markets other than China, Egypt, India, Kuwait, Pakistan, Qatar, Saudi Arabia and United Arab Emirates.Grade (RS Rating)
Last Trade
$31.35
Average Daily Volume
921
45
Performance
| Period | MVPA | HART |
|---|---|---|
| 30 Days | 0.60% | 1.09% |
| 60 Days | -1.27% | 3.48% |
| 90 Days | 0.64% | 8.98% |
| 12 Months | 13.96% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MVPA | Weight in HART | Overlap | |
|---|---|---|---|---|---|
| CNC | D | 7.28% | 0.9% | 0.9% |
MVPA Underweight 44 Positions Relative to HART
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | B | -5.5% | |
| LLY | B | -5.48% | |
| GOOGL | C | -5.31% | |
| NVS | B | -5.09% | |
| ABT | D | -5.06% | |
| JNJ | D | -4.91% | |
| UNH | D | -4.85% | |
| PFE | C | -4.79% | |
| ELV | C | -3.14% | |
| BSX | B | -2.86% | |
| NKE | F | -2.8% | |
| MDT | D | -2.67% | |
| BMY | F | -2.13% | |
| HCA | D | -1.65% | |
| EW | B | -1.4% | |
| GIS | D | -0.91% | |
| GRMN | C | -0.64% | |
| DECK | D | -0.64% | |
| UTHR | B | -0.57% | |
| PLNT | B | -0.57% | |
| RYTM | C | -0.56% | |
| CYTK | D | -0.55% | |
| THC | B | -0.51% | |
| MMSI | B | -0.51% | |
| ATRC | D | -0.51% | |
| VFC | D | -0.51% | |
| BEAM | D | -0.5% | |
| SEM | A | -0.5% | |
| MODG | D | -0.49% | |
| ACHC | D | -0.49% | |
| EHC | B | -0.49% | |
| DKS | C | -0.48% | |
| PTON | F | -0.47% | |
| MTN | F | -0.47% | |
| UAA | D | -0.47% | |
| K | D | -0.47% | |
| MOH | F | -0.47% | |
| PEN | F | -0.46% | |
| PNR | D | -0.46% | |
| NARI | C | -0.46% | |
| ONON | D | -0.45% | |
| LIVN | F | -0.44% | |
| POOL | F | -0.42% | |
| HAYW | D | -0.42% |
MVPA: Top Represented Industries & Keywords
HART: Top Represented Industries & Keywords
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