MVPA vs. SMMD ETF Comparison
Comparison of Advisor Managed Portfolios Miller Value Partners Appreciation ETF (MVPA) to iShares Russell 2500 ETF (SMMD)
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
$34.78
Average Daily Volume
4,077
31
SMMD
iShares Russell 2500 ETF
SMMD Description
The investment seeks to track the investment results of the Russell 2500TM Index. The fund generally will invest at least 90% of its assets in the component securities, including indirect investments through the underlying fund, of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index measures the performance of the small- to mid-capitalization sector of the U.S. equity market, as defined by FTSE Russell.Grade (RS Rating)
Last Trade
$69.87
Average Daily Volume
105,180
10
Performance
| Period | MVPA | SMMD |
|---|---|---|
| 30 Days | 4.88% | 1.18% |
| 60 Days | 7.16% | 2.92% |
| 90 Days | 12.74% | 7.81% |
| 12 Months | 27.27% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MVPA | Weight in SMMD | Overlap |
|---|
MVPA Overweight 31 Positions Relative to SMMD
| Symbol | Grade | Weight | |
|---|---|---|---|
| BFH | B | 6.02% | |
| CTO | B | 5.18% | |
| CPNG | D | 4.87% | |
| JXN | B | 4.87% | |
| CNC | F | 4.71% | |
| MSTR | A | 4.69% | |
| SMLR | B | 4.51% | |
| ZD | B | 4.19% | |
| PYPL | A | 3.9% | |
| CROX | F | 3.8% | |
| IBTA | D | 3.42% | |
| TTE | F | 3.32% | |
| ATKR | C | 2.95% | |
| T | A | 2.92% | |
| LNC | B | 2.85% | |
| 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 | C | 1.95% | |
| BLDR | D | 1.9% | |
| LAD | A | 1.67% | |
| BKE | A | 1.52% | |
| MTCH | F | 1.49% | |
| EXFY | B | 0.87% | |
| CHRD | D | 0.09% |
MVPA: Top Represented Industries & Keywords
SMMD: Top Represented Industries & Keywords
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