MVPA vs. RDVY ETF Comparison
Comparison of Advisor Managed Portfolios Miller Value Partners Appreciation ETF (MVPA) to First Trust NASDAQ Rising Dividend Achievers ETF (RDVY)
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
$31.79
Average Daily Volume
1,962
10
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
RDVY Description
The investment seeks investment results that correspond generally to the price and yield (before the fees and expenses) of the NASDAQ US Rising Dividend Achievers Index. The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in securities that comprise the index. The index is composed of the securities of 50 companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future. The index is designed to provide access to a diversified portfolio of small, mid and large capitalization income producing securities. The fund is non-diversified.Grade (RS Rating)
Last Trade
$56.81
Average Daily Volume
689,704
50
Performance
Period | MVPA | RDVY |
---|---|---|
30 Days | 4.68% | 3.38% |
60 Days | 1.74% | 2.82% |
90 Days | 2.14% | 4.83% |
12 Months | 17.86% |
1 Overlapping Holdings
Symbol | Grade | Weight in MVPA | Weight in RDVY | Overlap | |
---|---|---|---|---|---|
JXN | B | 3.88% | 2.26% | 2.26% |
MVPA Underweight 49 Positions Relative to RDVY
Symbol | Grade | Weight | |
---|---|---|---|
MLI | B | -2.35% | |
DHI | A | -2.33% | |
EWBC | B | -2.33% | |
RF | B | -2.29% | |
ODFL | B | -2.26% | |
MTB | B | -2.26% | |
RDN | B | -2.26% | |
FITB | B | -2.23% | |
MTG | B | -2.19% | |
LEN | A | -2.17% | |
SYF | B | -2.17% | |
DFS | B | -2.14% | |
SLM | B | -2.12% | |
RS | C | -2.1% | |
COF | B | -2.08% | |
CTSH | B | -2.06% | |
GRMN | B | -2.06% | |
ACN | C | -2.05% | |
JPM | B | -2.04% | |
BAC | C | -2.03% | |
XOM | B | -2.03% | |
MGY | B | -2.01% | |
AAPL | C | -2.01% | |
AFL | A | -2.01% | |
EOG | C | -2.0% | |
AXP | A | -2.0% | |
CRC | D | -1.99% | |
EQH | B | -1.98% | |
OMC | B | -1.98% | |
SNA | B | -1.97% | |
IPG | B | -1.97% | |
CF | D | -1.93% | |
CSCO | C | -1.92% | |
WSM | C | -1.91% | |
HIG | A | -1.91% | |
STLD | C | -1.91% | |
NUE | F | -1.91% | |
CB | A | -1.9% | |
ELV | C | -1.85% | |
MA | C | -1.81% | |
CHK | F | -1.8% | |
MSFT | D | -1.79% | |
KLAC | D | -1.79% | |
PCAR | F | -1.77% | |
V | D | -1.77% | |
AMAT | D | -1.65% | |
LRCX | F | -1.62% | |
QCOM | D | -1.58% | |
NKE | F | -1.41% |
MVPA: Top Represented Industries & Keywords
RDVY: Top Represented Industries & Keywords