FIG vs. AVMA ETF Comparison

Comparison of Simplify Macro Strategy ETF (FIG) to Avantis Moderate Allocation ETF (AVMA)
FIG

Simplify Macro Strategy ETF

FIG Description

Fortress Investment Group LLC is a publicly owned investment manager. The firm primarily provides its services to individuals. It also provides its services to high net worth individuals. The firm invests in the fixed income, currency, equity, derivatives, and commodity markets across the globe. It also launches and manages hedge funds, real estate funds, and private equity funds. The firm also invests in private equity specializing in buyout, recapitalization, control-oriented investments in cash flow generating, asset based businesses and also acquire assets or make debt investments. For private equity, it prefers to invest in financial services (particularly loan servicing and consumer finance, real estate, transportation & energy/infrastructure, gaming, real estate, leisure, media and telecommunications, healthcare and senior living. It also invest in energy, power generation equipment?s, consumer discretionary, healthcare facilities, and independent power and renewable electricity procedures. It considers investments in North America, Caribbean and Western Europe for private equity. In distressed situations, the firm will seek to secure corporate ownership or control by working with a company's board of directors or creditor's committee. It prefer to have majority stake in companies. The firm invests in distressed and undervalued assets and tangible and intangible assets such as real estate, capital assets, natural resources, and intellectual property. The firm?s alternative investments include investment in real estate markets, and distressed real estate loan acquisitions. Fortress Investment Group LLC was founded in 1998 and is based in New York City.

Grade (RS Rating)

Last Trade

$21.35

Average Daily Volume

8,504

Number of Holdings *

6

* may have additional holdings in another (foreign) market
AVMA

Avantis Moderate Allocation ETF

AVMA Description The fund is a "fund of funds," meaning that it seeks to achieve its objective by investing in other Avantis ETFs (collectively, the underlying funds). The underlying funds represent a broadly diversified basket of equity and fixed income securities that seek to select or overweight securities that are expected to have higher returns or better risk characteristics than a passive, market-cap weighted index. The managers will allocate to the underlying funds across geographies and investment styles to achieve the desired allocation.

Grade (RS Rating)

Last Trade

$57.20

Average Daily Volume

1,982

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period FIG AVMA
30 Days -7.23% 4.67%
60 Days -6.04% 2.89%
90 Days -6.69% 4.90%
12 Months -7.18%
0 Overlapping Holdings
Symbol Grade Weight in FIG Weight in AVMA Overlap
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