RVER vs. XSW ETF Comparison
Comparison of Advisor Managed Portfolios Trenchless Fund ETF (RVER) to SPDR S&P Software & Services ETF (XSW)
RVER
Advisor Managed Portfolios Trenchless Fund ETF
RVER Description
RVER seeks to outperform the S&P 500 Index over all time horizons through a narrow exposure to the US equity market. The fund typically invests in approximately 12 to 30 US-listed stocks of any market capitalization. The portfolio construction starts by screening companies based on valuation metrics such as free cash flow, net income, EBITDA, and revenue. Securities are then assessed using growth factors, including top and bottom-line revenue and net income growth. This analysis seeks to exclude firms with negative outliers and those the sub-adviser believes are likely to miss earnings expectations. The remaining companies are screened based on a review of the number and size of institutional holders. After these three initial screens, the sub-adviser ranks and selects from the remaining companies based on its view of positive price change potential. As an actively managed fund, the sub-adviser has full discretion to make buy, sell, and hold decisions at any time.
Grade (RS Rating)
Last Trade
$25.79
Average Daily Volume
3,933
9
XSW
SPDR S&P Software & Services ETF
XSW Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the computer software segment of a U.S. total market composite index. In seeking to track the performance of the S&P Software & Services Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the software and services industry group of the S&P Total Stock Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$157.46
Average Daily Volume
9,685
134
Performance
| Period | RVER | XSW |
|---|---|---|
| 30 Days | 3.14% | 0.15% |
| 60 Days | 11.84% | 6.61% |
| 90 Days | 2.11% | 3.75% |
| 12 Months | 28.09% |
0 Overlapping Holdings
| Symbol | Grade | Weight in RVER | Weight in XSW | Overlap |
|---|
RVER Underweight 134 Positions Relative to XSW
| Symbol | Grade | Weight | |
|---|---|---|---|
| CIFR | D | -0.91% | |
| MSTR | B | -0.85% | |
| AUR | C | -0.81% | |
| WULF | C | -0.8% | |
| SEMR | C | -0.78% | |
| U | D | -0.78% | |
| APP | A | -0.78% | |
| PRGS | B | -0.78% | |
| CRWD | D | -0.76% | |
| RIOT | F | -0.75% | |
| DOCU | B | -0.75% | |
| CRM | B | -0.75% | |
| RPD | D | -0.75% | |
| HUBS | D | -0.75% | |
| QXO | F | -0.74% | |
| MARA | F | -0.74% | |
| ZETA | B | -0.74% | |
| PEGA | B | -0.74% | |
| RNG | F | -0.74% | |
| WK | D | -0.74% | |
| YOU | C | -0.74% | |
| CLSK | F | -0.74% | |
| ALTR | B | -0.74% | |
| PRO | F | -0.73% | |
| QTWO | C | -0.73% | |
| AGYS | D | -0.73% | |
| BL | D | -0.73% | |
| SMAR | A | -0.73% | |
| PTC | D | -0.73% | |
| INTA | C | -0.73% | |
| MANH | C | -0.73% | |
| APPN | B | -0.73% | |
| S | C | -0.73% | |
| TDC | D | -0.73% | |
| NCNO | F | -0.73% | |
| PCOR | D | -0.73% | |
| ORCL | B | -0.72% | |
| DT | C | -0.72% | |
| SPT | F | -0.72% | |
| DDOG | D | -0.72% | |
| VRNS | C | -0.72% | |
| ATEN | B | -0.72% | |
| SNPS | F | -0.72% | |
| RBRK | F | -0.72% | |
| CWAN | C | -0.72% | |
| PLTK | C | -0.72% | |
| AI | F | -0.72% | |
| DLB | D | -0.72% | |
| ESTC | F | -0.71% | |
| IBM | B | -0.71% | |
| ZM | C | -0.71% | |
| FICO | A | -0.71% | |
| DBX | B | -0.71% | |
| QLYS | F | -0.71% | |
| ADSK | B | -0.71% | |
| FTNT | A | -0.71% | |
| ALKT | D | -0.71% | |
| GWRE | A | -0.71% | |
| ACIW | B | -0.71% | |
| PLTR | A | -0.71% | |
| PD | F | -0.71% | |
| APPF | C | -0.71% | |
| IDCC | A | -0.71% | |
| NABL | F | -0.71% | |
| VERX | A | -0.7% | |
| ANSS | D | -0.7% | |
| CDNS | D | -0.7% | |
| PATH | D | -0.7% | |
| BSY | D | -0.7% | |
| SWI | C | -0.7% | |
| BILL | D | -0.7% | |
| CVLT | C | -0.7% | |
| INST | B | -0.69% | |
| SPSC | D | -0.69% | |
| PRFT | A | -0.69% | |
| ENV | C | -0.69% | |
| BLND | C | -0.69% | |
| ACN | B | -0.69% | |
| ALRM | F | -0.69% | |
| HCP | B | -0.69% | |
| ROP | C | -0.69% | |
| PWSC | C | -0.69% | |
| IOT | C | -0.69% | |
| TENB | F | -0.69% | |
| NOW | C | -0.69% | |
| TTWO | F | -0.69% | |
| KD | F | -0.69% | |
| DJCO | C | -0.69% | |
| ASGN | D | -0.69% | |
| FIVN | F | -0.69% | |
| NTNX | C | -0.69% | |
| ZS | F | -0.69% | |
| FRSH | F | -0.69% | |
| MITK | F | -0.69% | |
| BOX | C | -0.68% | |
| TEAM | D | -0.68% | |
| JAMF | F | -0.68% | |
| DV | F | -0.68% | |
| SOUN | D | -0.68% | |
| INFA | D | -0.68% | |
| EPAM | F | -0.68% | |
| ETWO | F | -0.68% | |
| EA | D | -0.68% | |
| BLKB | C | -0.68% | |
| TYL | B | -0.68% | |
| CTSH | B | -0.68% | |
| MSFT | D | -0.68% | |
| IT | C | -0.68% | |
| VRNT | F | -0.67% | |
| CXM | F | -0.67% | |
| WDAY | D | -0.67% | |
| DXC | D | -0.67% | |
| CFLT | F | -0.67% | |
| ZUO | F | -0.67% | |
| RAMP | F | -0.66% | |
| OSPN | D | -0.66% | |
| ADBE | F | -0.66% | |
| RBLX | C | -0.66% | |
| PANW | D | -0.66% | |
| ASAN | F | -0.66% | |
| NNBR | B | -0.65% | |
| INTU | F | -0.65% | |
| BRZE | F | -0.65% | |
| GTLB | D | -0.65% | |
| OLO | F | -0.63% | |
| MLNK | F | -0.6% | |
| YEXT | B | -0.59% | |
| IBUY | A | -0.55% | |
| GDYN | B | -0.54% | |
| WEAV | B | -0.47% | |
| CCSI | C | -0.42% | |
| DMRC | F | -0.39% | |
| HCKT | C | -0.38% | |
| AMSWA | C | -0.28% |
RVER: Top Represented Industries & Keywords
XSW: Top Represented Industries & Keywords
Compare ETFs
