AVMA vs. RULE ETF Comparison
Comparison of Avantis Moderate Allocation ETF (AVMA) to Adaptive Core ETF (RULE)
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
$56.62
Average Daily Volume
2,956
10
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).Grade (RS Rating)
Last Trade
$21.67
Average Daily Volume
6,400
35
Performance
| Period | AVMA | RULE |
|---|---|---|
| 30 Days | -1.16% | -0.96% |
| 60 Days | 2.91% | 2.31% |
| 90 Days | 1.96% | 1.90% |
| 12 Months | 11.82% |
0 Overlapping Holdings
| Symbol | Grade | Weight in AVMA | Weight in RULE | Overlap |
|---|
AVMA Underweight 35 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | -4.39% | |
| JPST | A | -4.37% | |
| APH | A | -3.76% | |
| MCHP | C | -3.26% | |
| K | C | -3.21% | |
| ETN | D | -3.08% | |
| VST | B | -3.07% | |
| COF | D | -3.0% | |
| HEI | A | -2.96% | |
| PWR | B | -2.94% | |
| GOOGL | A | -2.92% | |
| SPHQ | A | -2.91% | |
| ACGL | B | -2.91% | |
| CMI | D | -2.85% | |
| XLG | A | -2.85% | |
| TSCO | B | -2.82% | |
| ZTS | C | -2.82% | |
| WAB | C | -2.79% | |
| GE | D | -2.77% | |
| CMG | A | -2.77% | |
| COST | A | -2.72% | |
| IWF | A | -2.71% | |
| FITB | D | -2.66% | |
| MSI | A | -2.64% | |
| BRO | A | -2.63% | |
| MSFT | A | -2.62% | |
| TMO | C | -2.58% | |
| ANET | A | -2.56% | |
| INTU | C | -2.55% | |
| BALL | C | -2.52% | |
| PINS | B | -2.48% | |
| IR | C | -2.48% | |
| VRT | D | -2.32% | |
| NVDA | A | -2.11% | |
| ARES | D | -1.97% |
AVMA: Top Represented Industries & Keywords
RULE: Top Represented Industries & Keywords
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