or Try an Advanced Search...
      or Try an Advanced Search...

      AVMC vs. IWP ETF Comparison

      Comparison of Avantis U.S. Mid Cap Equity ETF (AVMC) to iShares Russell Midcap Growth ETF (IWP)
      AVMC

      Avantis U.S. Mid Cap Equity ETF

      AVMC Description

      The fund invests primarily in a diverse group of U.S. mid cap companies across market sectors and industry groups. It seeks to invest in securities of companies that the Advisor expects to have higher returns by placing an enhanced emphasis on securities of companies with higher profitability and value characteristics, as well as smaller market capitalizations relative to others within the fund"s mid cap investment universe.

      Grade (RS Rating)

      Last Trade

      $69.51

      Average Daily Volume

      8,425

      Number of Holdings *

      518

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

      iShares Russell Midcap Growth ETF

      IWP Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

      Grade (RS Rating)

      Last Trade

      $134.36

      Average Daily Volume

      1,023,862

      Number of Holdings *

      286

      * may have additional holdings in another (foreign) market
      Performance
      Period AVMC IWP
      30 Days 7.92% 12.16%
      60 Days 8.98% 14.69%
      90 Days 10.86% 17.57%
      12 Months 35.44% 40.60%
      160 Overlapping Holdings
      Symbol Grade Weight in AVMC Weight in IWP Overlap
      ALGN D 0.23% 0.32% 0.23%
      ALLY C 0.18% 0.04% 0.04%
      AM A 0.09% 0.06% 0.06%
      APP B 0.81% 2.49% 0.81%
      AVY D 0.24% 0.2% 0.2%
      AXON A 0.12% 1.41% 0.12%
      BAH F 0.33% 0.62% 0.33%
      BFAM D 0.06% 0.03% 0.03%
      BILL A 0.13% 0.07% 0.07%
      BLD D 0.16% 0.03% 0.03%
      BLDR D 0.35% 0.06% 0.06%
      BPOP B 0.1% 0.02% 0.02%
      BR A 0.38% 0.8% 0.38%
      BRKR D 0.05% 0.12% 0.05%
      BRO B 0.25% 0.38% 0.25%
      BSY D 0.16% 0.21% 0.16%
      BURL A 0.17% 0.56% 0.17%
      BWXT B 0.19% 0.08% 0.08%
      CACC D 0.03% 0.07% 0.03%
      CASY A 0.27% 0.08% 0.08%
      CDW F 0.4% 0.39% 0.39%
      CELH F 0.03% 0.15% 0.03%
      CGNX C 0.08% 0.01% 0.01%
      CHDN B 0.09% 0.32% 0.09%
      CHE D 0.12% 0.03% 0.03%
      CHH A 0.07% 0.11% 0.07%
      CIVI D 0.09% 0.05% 0.05%
      CLF F 0.1% 0.06% 0.06%
      CLX B 0.25% 0.68% 0.25%
      CNM D 0.07% 0.17% 0.07%
      COIN C 0.53% 1.65% 0.53%
      CPAY A 0.34% 0.81% 0.34%
      CROX D 0.07% 0.03% 0.03%
      CSL C 0.4% 0.09% 0.09%
      DECK A 0.47% 0.87% 0.47%
      DKS C 0.12% 0.03% 0.03%
      DRI B 0.31% 0.34% 0.31%
      DVA B 0.12% 0.26% 0.12%
      DXCM D 0.11% 0.99% 0.11%
      EFX F 0.37% 0.2% 0.2%
      EG C 0.24% 0.09% 0.09%
      EME C 0.44% 0.3% 0.3%
      ENPH F 0.05% 0.26% 0.05%
      ENTG D 0.05% 0.48% 0.05%
      EPAM C 0.16% 0.03% 0.03%
      EQH B 0.29% 0.41% 0.29%
      EQT B 0.35% 0.05% 0.05%
      EXEL B 0.16% 0.27% 0.16%
      EXP A 0.18% 0.25% 0.18%
      EXPD D 0.31% 0.09% 0.09%
      EXPE B 0.34% 0.75% 0.34%
      FDS B 0.29% 0.21% 0.21%
      FIX A 0.26% 0.51% 0.26%
      FND C 0.15% 0.13% 0.13%
      FRPT B 0.05% 0.07% 0.05%
      GDDY A 0.25% 0.84% 0.25%
      GEHC F 0.38% 0.11% 0.11%
      GNRC B 0.14% 0.17% 0.14%
      GWRE A 0.19% 0.23% 0.19%
      H B 0.06% 0.03% 0.03%
      HAS D 0.11% 0.25% 0.11%
      HRB D 0.15% 0.05% 0.05%
      HSY F 0.17% 0.11% 0.11%
      HWM A 0.51% 0.09% 0.09%
      IDXX F 0.09% 1.13% 0.09%
      INCY C 0.17% 0.02% 0.02%
      IQV D 0.08% 0.13% 0.08%
      IT C 0.55% 1.29% 0.55%
      JBL B 0.35% 0.04% 0.04%
      JEF A 0.17% 0.12% 0.12%
      JLL D 0.16% 0.13% 0.13%
      KBR F 0.11% 0.02% 0.02%
      KMX B 0.21% 0.03% 0.03%
      KNSL B 0.21% 0.33% 0.21%
      LBRDA C 0.03% 0.01% 0.01%
      LBRDK C 0.15% 0.08% 0.08%
      LECO B 0.18% 0.1% 0.1%
      LII A 0.36% 0.64% 0.36%
      LNW D 0.12% 0.27% 0.12%
      LPLA A 0.42% 0.76% 0.42%
      LSCC D 0.09% 0.19% 0.09%
      LW C 0.12% 0.11% 0.11%
      LYV A 0.13% 0.67% 0.13%
      MANH D 0.29% 0.54% 0.29%
      MEDP D 0.12% 0.26% 0.12%
      MKL A 0.37% 0.17% 0.17%
      MLM B 0.52% 0.07% 0.07%
      MOH F 0.29% 0.35% 0.29%
      MORN B 0.13% 0.29% 0.13%
      MPWR F 0.24% 0.88% 0.24%
      MSTR C 0.44% 0.11% 0.11%
      MTDR B 0.14% 0.02% 0.02%
      MTN C 0.08% 0.18% 0.08%
      MUSA A 0.19% 0.32% 0.19%
      NBIX C 0.18% 0.38% 0.18%
      NCLH B 0.18% 0.37% 0.18%
      NFE D 0.0% 0.01% 0.0%
      NRG B 0.23% 0.26% 0.23%
      NTAP C 0.4% 0.35% 0.35%
      NXST C 0.06% 0.06% 0.06%
      OLED D 0.11% 0.13% 0.11%
      ONTO D 0.13% 0.07% 0.07%
      PATH C 0.07% 0.15% 0.07%
      PAYC B 0.17% 0.23% 0.17%
      PCTY B 0.12% 0.28% 0.12%
      PFGC B 0.19% 0.06% 0.06%
      PINS D 0.24% 0.55% 0.24%
      POOL C 0.21% 0.44% 0.21%
      PPC C 0.03% 0.01% 0.01%
      PR B 0.16% 0.07% 0.07%
      PSTG D 0.25% 0.42% 0.25%
      PTC A 0.07% 0.45% 0.07%
      PWR A 0.15% 0.47% 0.15%
      RCL A 0.94% 0.62% 0.62%
      RGEN D 0.0% 0.03% 0.0%
      RLI B 0.12% 0.01% 0.01%
      RMD C 0.41% 0.3% 0.3%
      ROK B 0.42% 0.1% 0.1%
      ROKU D 0.14% 0.04% 0.04%
      ROL B 0.18% 0.45% 0.18%
      RPM A 0.28% 0.13% 0.13%
      RYAN B 0.09% 0.24% 0.09%
      S B 0.09% 0.04% 0.04%
      SAIA B 0.27% 0.26% 0.26%
      SEE C 0.04% 0.01% 0.01%
      SITE D 0.1% 0.08% 0.08%
      SKX D 0.12% 0.02% 0.02%
      SMCI F 0.02% 0.3% 0.02%
      SOFI A 0.19% 0.07% 0.07%
      SQ B 0.28% 0.64% 0.28%
      SSD D 0.13% 0.02% 0.02%
      SYY B 0.41% 0.76% 0.41%
      TER D 0.25% 0.48% 0.25%
      TPL A 0.59% 0.83% 0.59%
      TPX B 0.14% 0.3% 0.14%
      TREX C 0.12% 0.24% 0.12%
      TRGP B 0.73% 1.4% 0.73%
      TSCO D 0.38% 0.97% 0.38%
      TW A 0.2% 0.19% 0.19%
      TWLO A 0.24% 0.11% 0.11%
      TXRH C 0.18% 0.43% 0.18%
      UHAL D 0.11% 0.01% 0.01%
      UHAL D 0.01% 0.01% 0.01%
      UHAL D 0.11% 0.09% 0.09%
      UHAL D 0.01% 0.09% 0.01%
      ULTA F 0.2% 0.49% 0.2%
      URI B 0.75% 0.44% 0.44%
      VEEV C 0.39% 1.03% 0.39%
      VMC B 0.5% 0.31% 0.31%
      VRT B 0.72% 1.41% 0.72%
      VST B 0.92% 1.6% 0.92%
      WAT B 0.31% 0.42% 0.31%
      WEX D 0.11% 0.02% 0.02%
      WFRD D 0.13% 0.19% 0.13%
      WH B 0.11% 0.02% 0.02%
      WMS D 0.17% 0.11% 0.11%
      WSC D 0.1% 0.06% 0.06%
      WSM B 0.35% 0.32% 0.32%
      WST C 0.35% 0.45% 0.35%
      XPO B 0.3% 0.55% 0.3%
      AVMC Overweight 360 Positions Relative to IWP
      Symbol Grade Weight
      DFS B 0.64%
      HIG B 0.63%
      DAL C 0.62%
      CMI A 0.57%
      MTB A 0.55%
      GLW B 0.55%
      ACGL D 0.54%
      FITB A 0.53%
      RJF A 0.52%
      CCL B 0.52%
      UAL A 0.51%
      PHM D 0.5%
      FIS C 0.5%
      EA A 0.48%
      GRMN B 0.48%
      FCNCA A 0.47%
      DD D 0.46%
      SYF B 0.46%
      ON D 0.46%
      IR B 0.46%
      CBRE B 0.45%
      DVN F 0.45%
      HPE B 0.44%
      PEG A 0.44%
      STT A 0.43%
      TROW B 0.41%
      HBAN A 0.41%
      STLD B 0.4%
      RF A 0.4%
      PPG F 0.4%
      KEYS A 0.39%
      DOV A 0.39%
      CSGP D 0.38%
      PKG A 0.38%
      NDAQ A 0.38%
      LYB F 0.37%
      CHD B 0.37%
      WAB B 0.37%
      ETR B 0.36%
      NTRS A 0.35%
      HUBB B 0.35%
      DOW F 0.34%
      A D 0.34%
      MRO B 0.34%
      CINF A 0.34%
      CTRA B 0.34%
      OC A 0.33%
      K A 0.32%
      CFG B 0.32%
      IP B 0.32%
      ED D 0.31%
      PFG D 0.31%
      STE F 0.31%
      XEL A 0.31%
      RS B 0.3%
      EBAY D 0.3%
      XYL D 0.3%
      CF B 0.3%
      FLEX A 0.3%
      BBY D 0.3%
      ATO A 0.29%
      SNA A 0.29%
      UTHR C 0.29%
      KEY B 0.29%
      BIIB F 0.29%
      TOL B 0.29%
      CBOE B 0.29%
      OVV B 0.28%
      LUV C 0.28%
      LDOS C 0.28%
      WRB A 0.27%
      ZM B 0.26%
      JBHT C 0.26%
      FTI A 0.26%
      FSLR F 0.26%
      TXT D 0.26%
      VTRS A 0.25%
      LH C 0.25%
      EWBC A 0.25%
      BALL D 0.25%
      RGA A 0.24%
      GIS D 0.24%
      L A 0.24%
      FNF B 0.24%
      GGG B 0.24%
      PPL B 0.23%
      PNR A 0.23%
      WSO A 0.23%
      WBD C 0.22%
      AWK D 0.22%
      FOXA B 0.22%
      APTV D 0.22%
      IEX B 0.22%
      CLH B 0.22%
      TSN B 0.22%
      THC D 0.21%
      EMN D 0.21%
      AKAM D 0.21%
      SWKS F 0.21%
      FFIV B 0.21%
      PRI A 0.2%
      ITT A 0.2%
      EVR B 0.2%
      AEE A 0.2%
      DTE C 0.2%
      USFD A 0.2%
      KVUE A 0.2%
      UNM A 0.2%
      ZBH C 0.2%
      WAL B 0.2%
      OMC C 0.19%
      ADM D 0.19%
      LAD A 0.19%
      WEC A 0.19%
      RNR C 0.19%
      HOLX D 0.19%
      JKHY D 0.19%
      CG A 0.19%
      GPC D 0.19%
      SSNC B 0.19%
      AMCR D 0.19%
      BJ A 0.18%
      AIZ A 0.18%
      CMA A 0.18%
      SF B 0.18%
      ALLE D 0.18%
      AIT A 0.18%
      J F 0.18%
      CMS C 0.18%
      ERIE D 0.18%
      ALB C 0.18%
      ATR B 0.18%
      MLI C 0.18%
      TAP C 0.18%
      IFF D 0.18%
      ACM A 0.18%
      ZION B 0.18%
      FN D 0.17%
      AR B 0.17%
      AYI B 0.17%
      AFG A 0.17%
      NWSA B 0.17%
      AFRM B 0.17%
      PNFP B 0.17%
      ALSN B 0.17%
      WBS A 0.17%
      CTSH B 0.16%
      UFPI B 0.16%
      SEIC B 0.16%
      R B 0.16%
      BMRN D 0.16%
      GME C 0.16%
      DTM B 0.16%
      GL B 0.16%
      TTWO A 0.16%
      COHR B 0.16%
      RRC B 0.16%
      CIEN B 0.15%
      FBIN D 0.15%
      FLR B 0.15%
      AOS F 0.15%
      MKC D 0.15%
      INGR B 0.15%
      DCI B 0.15%
      CNC D 0.15%
      WCC B 0.15%
      CCK C 0.15%
      UHS D 0.15%
      ORI A 0.15%
      RHI B 0.14%
      ILMN D 0.14%
      TMHC B 0.14%
      SCI B 0.14%
      WWD B 0.14%
      X C 0.14%
      Z A 0.14%
      CTVA C 0.14%
      HLNE B 0.14%
      EHC B 0.14%
      CHRW C 0.14%
      WTFC A 0.14%
      AXTA A 0.13%
      AXS A 0.13%
      KEX C 0.13%
      RL B 0.13%
      NYT C 0.13%
      SSB B 0.13%
      MRNA F 0.13%
      APA D 0.13%
      DG F 0.13%
      LNT A 0.13%
      TECH D 0.13%
      JAZZ B 0.13%
      ARMK B 0.13%
      ENSG D 0.13%
      EVRG A 0.13%
      EIX B 0.13%
      GMED A 0.13%
      RIVN F 0.13%
      NVR D 0.13%
      CTLT B 0.13%
      TPR B 0.13%
      VOYA B 0.13%
      DINO D 0.13%
      BAX D 0.13%
      BWA D 0.13%
      CFR B 0.13%
      RBC A 0.12%
      RVMD C 0.12%
      HALO F 0.12%
      HRL D 0.12%
      FE C 0.12%
      MTG C 0.12%
      KR B 0.12%
      NI A 0.12%
      MTH D 0.12%
      CBSH A 0.12%
      GPK C 0.12%
      ATI D 0.12%
      CMC B 0.12%
      PNW B 0.12%
      ALV C 0.12%
      OSK B 0.12%
      CHRD D 0.11%
      ES D 0.11%
      NOV C 0.11%
      IPG D 0.11%
      OGE B 0.11%
      LSTR D 0.11%
      PCVX D 0.11%
      FLS B 0.11%
      CHX C 0.11%
      SM B 0.11%
      MAS D 0.11%
      MAT D 0.11%
      GNTX C 0.11%
      OMF A 0.11%
      DLTR F 0.11%
      SNX C 0.1%
      CZR F 0.1%
      PB A 0.1%
      KNX B 0.1%
      MUR D 0.1%
      ELAN D 0.1%
      HII D 0.1%
      APG B 0.1%
      FAF A 0.1%
      FHN A 0.1%
      ARW D 0.1%
      AGCO D 0.1%
      MOS F 0.1%
      MSA D 0.1%
      CR A 0.1%
      EXC C 0.1%
      FOX A 0.1%
      BERY B 0.1%
      FANG D 0.1%
      NSIT F 0.09%
      G B 0.09%
      JNPR F 0.09%
      IVZ B 0.09%
      RGLD C 0.09%
      MHK D 0.09%
      SIGI C 0.09%
      THO B 0.09%
      OLLI D 0.09%
      ESNT D 0.09%
      BECN B 0.09%
      QRVO F 0.09%
      ZWS B 0.09%
      VNT B 0.09%
      BEN C 0.09%
      LFUS F 0.09%
      GAP C 0.09%
      RPRX D 0.09%
      ESAB B 0.09%
      TFX F 0.08%
      PVH C 0.08%
      ENLC A 0.08%
      WLK D 0.08%
      NFG A 0.08%
      DAR C 0.08%
      AMG B 0.08%
      CPB D 0.08%
      MKTX D 0.08%
      TKR D 0.08%
      AES F 0.08%
      AN C 0.08%
      BIO D 0.08%
      TTC D 0.08%
      BC C 0.08%
      COKE C 0.08%
      CNP B 0.08%
      MGY A 0.08%
      LEA D 0.08%
      BYD C 0.07%
      AA B 0.07%
      SW A 0.07%
      SON D 0.07%
      VFC C 0.07%
      DLB B 0.07%
      LULU C 0.07%
      NEU C 0.07%
      POST C 0.07%
      FYBR D 0.07%
      WTS B 0.07%
      OLN D 0.07%
      GFS C 0.06%
      ST F 0.06%
      NWS B 0.06%
      WHR B 0.06%
      FMC D 0.06%
      HXL D 0.06%
      TNET D 0.05%
      PAG B 0.05%
      AMKR D 0.05%
      MGM D 0.04%
      HESM B 0.04%
      ADTN A 0.04%
      COLM B 0.04%
      PARA C 0.04%
      BOKF B 0.04%
      IDA A 0.04%
      SPSC C 0.04%
      OZK B 0.03%
      CHWY B 0.03%
      COLB A 0.03%
      ZG A 0.03%
      DDS B 0.03%
      TRMB B 0.03%
      XRAY F 0.03%
      FLO D 0.03%
      LCID F 0.02%
      CWEN C 0.02%
      EL F 0.02%
      CLVT F 0.02%
      HAE C 0.02%
      CNA B 0.02%
      MSM C 0.02%
      LANC C 0.02%
      LEVI F 0.02%
      LUMN C 0.02%
      ATKR C 0.01%
      VAL D 0.01%
      LKQ D 0.01%
      CWEN C 0.01%
      PII D 0.01%
      SAIC F 0.01%
      QLYS C 0.01%
      ACT D 0.01%
      AGR B 0.01%
      RMBS C 0.0%
      CNXC F 0.0%
      FRHC B 0.0%
      RIG D 0.0%
      PTEN C 0.0%
      IGT F 0.0%
      FRSH C 0.0%
      FIZZ C 0.0%
      REYN D 0.0%
      AVMC Underweight 128 Positions Relative to IWP
      Symbol Grade Weight
      PLTR B -4.32%
      TTD B -1.7%
      AMP A -1.68%
      FICO B -1.48%
      GWW B -1.45%
      ODFL B -1.38%
      COR B -1.3%
      VRSK A -1.3%
      FAST B -1.29%
      DDOG A -1.23%
      HUBS A -1.08%
      HLT A -1.02%
      ARES A -1.0%
      CPNG D -0.93%
      NET B -0.88%
      HES B -0.86%
      ALNY D -0.86%
      MSCI C -0.86%
      RBLX C -0.85%
      LNG B -0.81%
      TYL B -0.7%
      MDB C -0.64%
      IRM D -0.62%
      ZS C -0.6%
      TOST B -0.59%
      DKNG B -0.59%
      PODD C -0.59%
      CAH B -0.56%
      LVS C -0.55%
      HEI B -0.55%
      PAYX C -0.54%
      NTRA B -0.54%
      DOCU A -0.52%
      DT C -0.5%
      SPG B -0.49%
      YUM B -0.47%
      HEI B -0.39%
      DUOL A -0.37%
      OWL A -0.37%
      VLTO D -0.37%
      CAVA B -0.35%
      ROST C -0.35%
      SRPT D -0.31%
      CVNA B -0.3%
      AAON B -0.3%
      WING D -0.3%
      PEN B -0.29%
      ITCI C -0.28%
      HPQ B -0.28%
      ALL A -0.26%
      PCOR B -0.24%
      SMAR A -0.24%
      ESTC C -0.23%
      GTLB B -0.23%
      CFLT B -0.22%
      GLOB B -0.21%
      ELF C -0.21%
      FWONK B -0.2%
      FOUR B -0.19%
      VVV F -0.18%
      LAZ B -0.18%
      INSP D -0.17%
      VKTX F -0.17%
      APPF B -0.17%
      DPZ C -0.17%
      OKTA C -0.17%
      NTNX A -0.16%
      IONS F -0.16%
      LPX B -0.16%
      PLNT A -0.15%
      LYFT C -0.15%
      AZEK A -0.15%
      ZBRA B -0.14%
      AJG B -0.14%
      PEGA A -0.13%
      RARE D -0.13%
      EXAS D -0.12%
      MASI A -0.12%
      HCP B -0.12%
      FIVE F -0.12%
      ETSY D -0.12%
      RNG B -0.1%
      FERG B -0.09%
      APLS D -0.09%
      LAMR D -0.09%
      FIVN C -0.09%
      TDC D -0.09%
      U C -0.08%
      TTEK F -0.08%
      BROS B -0.07%
      NCNO B -0.07%
      CE F -0.07%
      AWI A -0.07%
      DBX B -0.06%
      VNOM A -0.05%
      LOPE B -0.05%
      WEN D -0.05%
      DV C -0.05%
      DAY B -0.04%
      TKO B -0.04%
      SN D -0.04%
      TPG A -0.04%
      LOAR A -0.03%
      HLI B -0.03%
      RH B -0.03%
      TXG F -0.03%
      YETI C -0.03%
      VRSN F -0.03%
      DJT C -0.03%
      TRU D -0.03%
      SPR D -0.02%
      SAM C -0.02%
      UI A -0.02%
      FWONA B -0.02%
      CAR C -0.02%
      AAL B -0.02%
      WYNN D -0.02%
      FTRE D -0.01%
      CC C -0.01%
      IRDM D -0.01%
      MSGS A -0.01%
      UWMC D -0.01%
      MKSI C -0.01%
      WU D -0.01%
      DOCS C -0.01%
      ALAB B -0.0%
      TRIP F -0.0%
      PYCR C -0.0%

      AVMC: Top Represented Industries & Keywords

      Industries: Banks - Regional - US Diversified Industrials Oil & Gas E&P Utilities - Regulated Electric Software - Application Biotechnology Business Services Packaged Foods Packaging & Containers Asset Management Specialty Retail Diagnostics & Research Insurance - Property & Casualty Building Materials Information Technology Services Specialty Chemicals Capital Markets Engineering & Construction Leisure Medical Instruments & Supplies
      Keywords: S&P 500 Natural Gas Insurance Banking Nasdaq 100 Chemical Bank Electronics Electricity Computing Mining Aerospace Insurance Products Building Materials Construction Beverage Semiconductor Telecommunications Biotechnology Commercial Banking

      IWP: Top Represented Industries & Keywords

      Industries: Software - Application Software - Infrastructure Biotechnology Business Services Building Materials Specialty Retail Diagnostics & Research Restaurants Leisure Capital Markets Aerospace & Defense Asset Management Engineering & Construction Industrial Distribution Oil & Gas E&P Semiconductor Equipment & Materials Diversified Industrials Information Technology Services Insurance - Property & Casualty Lodging
      Keywords: S&P 500 Computing Nasdaq 100 Cloud Computing IBD 50 Insurance Medicine Natural Gas Software As A Service Building Materials Cloud Infrastructure Construction Software Biotechnology Transport Aerospace Biopharmaceutical Chemical Electronics Information Technology Management
      Compare ETFs