IEZ vs. RVER ETF Comparison
Comparison of iShares U.S. Oil Equipment & Services ETF (IEZ) to Advisor Managed Portfolios Trenchless Fund ETF (RVER)
IEZ
iShares U.S. Oil Equipment & Services ETF
IEZ Description
The investment seeks to track the investment results of an index composed of U.S. equities in the oil equipment and services sector. 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 Dow Jones U.S. Select Oil Equipment & Services Index (the "underlying index"), which measures the performance of the oil equipment and services sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$20.73
Average Daily Volume
200,523
31
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
$25.24
Average Daily Volume
33,142
10
Performance
| Period | IEZ | RVER |
|---|---|---|
| 30 Days | -9.57% | -2.12% |
| 60 Days | -10.31% | 4.94% |
| 90 Days | -8.15% | |
| 12 Months | 8.44% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IEZ | Weight in RVER | Overlap |
|---|
IEZ Overweight 31 Positions Relative to RVER
| Symbol | Grade | Weight | |
|---|---|---|---|
| SLB | F | 20.06% | |
| HAL | F | 17.04% | |
| FTI | D | 5.06% | |
| BKR | D | 5.02% | |
| WFRD | D | 4.81% | |
| CHX | F | 4.55% | |
| NOV | D | 4.53% | |
| NE | D | 3.79% | |
| TDW | D | 3.64% | |
| VAL | C | 3.56% | |
| RIG | F | 3.08% | |
| LBRT | D | 2.76% | |
| HP | F | 2.74% | |
| PTEN | F | 2.63% | |
| WHD | D | 2.45% | |
| AROC | D | 2.08% | |
| OII | F | 1.68% | |
| XPRO | B | 1.4% | |
| HLX | D | 1.17% | |
| DO | B | 1.14% | |
| SLCA | B | 0.96% | |
| AESI | D | 0.9% | |
| CLB | C | 0.68% | |
| WTTR | B | 0.67% | |
| PUMP | F | 0.62% | |
| VTOL | B | 0.62% | |
| NBR | F | 0.48% | |
| DRQ | F | 0.48% | |
| RES | F | 0.44% | |
| TTI | F | 0.32% | |
| BOOM | D | 0.2% |
IEZ: Top Represented Industries & Keywords
RVER: Top Represented Industries & Keywords
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