MVPA vs. KBWY ETF Comparison
Comparison of Advisor Managed Portfolios Miller Value Partners Appreciation ETF (MVPA) to PowerShares KBW Premium Yield Equity REIT Portfolio ETF (KBWY)
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
$32.89
Average Daily Volume
3,988
30
KBWY
PowerShares KBW Premium Yield Equity REIT Portfolio ETF
KBWY Description
The PowerShares KBW Premium Yield Equity REIT Portfolio (Fund) is based on the KBW Premium Yield Equity REIT Index (Index). The Fund will normally invest at least 90% of its total assets in the securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 small- and mid-cap equity REITs in the United States. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$19.66
Average Daily Volume
87,192
27
Performance
| Period | MVPA | KBWY |
|---|---|---|
| 30 Days | 2.28% | -5.04% |
| 60 Days | 4.40% | -2.49% |
| 90 Days | 7.47% | 1.40% |
| 12 Months | 22.69% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MVPA | Weight in KBWY | Overlap |
|---|
MVPA Overweight 30 Positions Relative to KBWY
| Symbol | Grade | Weight | |
|---|---|---|---|
| CNC | D | 7.77% | |
| TTE | F | 6.71% | |
| CPNG | B | 5.77% | |
| BFH | C | 5.61% | |
| CTO | B | 5.35% | |
| JXN | B | 4.79% | |
| PYPL | B | 4.03% | |
| CROX | F | 3.76% | |
| ZD | F | 3.69% | |
| IBTA | A | 3.66% | |
| MSTR | B | 3.62% | |
| CTRN | C | 3.21% | |
| T | A | 3.11% | |
| ATKR | F | 2.97% | |
| WAL | C | 2.71% | |
| FOUR | B | 2.41% | |
| FTI | B | 2.38% | |
| PRDO | B | 2.32% | |
| ARLP | A | 2.19% | |
| ABNB | B | 2.15% | |
| QUAD | A | 2.12% | |
| TOST | A | 2.1% | |
| BLDR | F | 2.09% | |
| LNC | A | 2.02% | |
| VTRS | B | 1.96% | |
| MTCH | C | 1.91% | |
| LAD | A | 1.63% | |
| BKE | C | 1.47% | |
| SMLR | C | 0.42% | |
| CHRD | F | 0.09% |
MVPA Underweight 27 Positions Relative to KBWY
| Symbol | Grade | Weight | |
|---|---|---|---|
| GNL | D | -6.53% | |
| SVC | F | -6.31% | |
| GMRE | D | -4.98% | |
| DEA | C | -4.68% | |
| GOOD | C | -4.58% | |
| SBRA | B | -4.3% | |
| OUT | C | -4.2% | |
| EPR | D | -3.91% | |
| OHI | B | -3.91% | |
| APLE | C | -3.76% | |
| HIW | C | -3.75% | |
| IIPR | C | -3.6% | |
| BNL | D | -3.43% | |
| LTC | A | -3.31% | |
| AHH | D | -3.29% | |
| GTY | C | -3.18% | |
| PDM | C | -3.12% | |
| GLPI | D | -3.12% | |
| WPC | F | -3.09% | |
| SLG | B | -2.86% | |
| AAT | C | -2.74% | |
| FCPT | D | -2.73% | |
| LXP | D | -2.55% | |
| NSA | D | -2.43% | |
| KIM | B | -2.33% | |
| NXRT | D | -1.99% | |
| OPI | F | -0.87% |
MVPA: Top Represented Industries & Keywords
KBWY: Top Represented Industries & Keywords
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