AVGV vs. BAMO ETF Comparison

Comparison of Avantis All Equity Markets Value ETF (AVGV) to Brookstone Opportunities ETF (BAMO)
AVGV

Avantis All Equity Markets Value ETF

AVGV Description

Under normal market conditions, the fund will invest at least 80% of its assets in equity ETFs. 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 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.

Grade (RS Rating)

Last Trade

$62.77

Average Daily Volume

10,258

Number of Holdings *

6

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

Brookstone Opportunities ETF

BAMO Description The fund is an actively managed fund of funds that invests in unaffiliated exchange traded funds ("ETFs") purchased in the secondary market that invest in foreign and domestic stocks of any market capitalization (including emerging markets), bonds (including junk bonds) and cash and cash equivalents, including leveraged ETFs, based on the adviser"s relative outlook for those asset classes.

Grade (RS Rating)

Last Trade

$29.91

Average Daily Volume

3,621

Number of Holdings *

5

* may have additional holdings in another (foreign) market
Performance
Period AVGV BAMO
30 Days 2.73% 2.11%
60 Days 3.48% 3.49%
90 Days 6.57% 3.48%
12 Months 24.73%
0 Overlapping Holdings
Symbol Grade Weight in AVGV Weight in BAMO Overlap
AVGV Overweight 6 Positions Relative to BAMO
Symbol Grade Weight
AVLV B 36.22%
AVIV A 18.19%
AVUV C 17.85%
AVES B 10.47%
AVDV B 9.54%
AVMV B 7.66%
AVGV Underweight 5 Positions Relative to BAMO
Symbol Grade Weight
QQQM B -22.15%
VOO B -21.66%
DIA B -20.35%
BIL B -16.72%
SGOV B -16.71%
Compare ETFs