MVPA vs. IYM ETF Comparison
Comparison of Advisor Managed Portfolios Miller Value Partners Appreciation ETF (MVPA) to iShares U.S. Basic Materials ETF (IYM)
MVPA
Advisor Managed Portfolios Miller Value Partners Appreciation ETF
MVPA Description
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in securities that Miller Value Partners, LLC (the "Adviser") believes have an above-average probability of outperforming the S&P 500® Index (the "S&P 500") over a multi-year time horizon. It will typically invest in a portfolio of approximately 20-40 common stocks without regard to market capitalization. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$36.68
Average Daily Volume
4,255
29
IYM
iShares U.S. Basic Materials ETF
IYM Description
The investment seeks to track the investment results of an index composed of U.S. equities in the basic materials 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. Basic Materials Index (the "underlying index"), which measures the performance of the basic materials sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$146.82
Average Daily Volume
12,519
35
Performance
| Period | MVPA | IYM |
|---|---|---|
| 30 Days | 11.68% | -2.48% |
| 60 Days | 12.99% | 0.16% |
| 90 Days | 15.49% | 1.98% |
| 12 Months | 15.34% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MVPA | Weight in IYM | Overlap |
|---|
MVPA Overweight 29 Positions Relative to IYM
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSTR | C | 6.25% | |
| BFH | B | 5.92% | |
| ATKR | C | 5.37% | |
| SMLR | B | 5.11% | |
| CTO | B | 5.09% | |
| ZD | C | 4.82% | |
| CNC | D | 4.79% | |
| CPNG | D | 4.79% | |
| JXN | C | 4.4% | |
| PYPL | B | 3.86% | |
| LNC | B | 3.82% | |
| CROX | D | 3.7% | |
| T | A | 3.03% | |
| IBTA | C | 2.86% | |
| TOST | B | 2.8% | |
| CTRN | D | 2.72% | |
| WAL | B | 2.69% | |
| PRDO | B | 2.68% | |
| QUAD | C | 2.6% | |
| FOUR | B | 2.52% | |
| FTI | A | 2.5% | |
| ARLP | A | 2.24% | |
| VTRS | A | 2.07% | |
| ABNB | C | 1.99% | |
| BLDR | D | 1.87% | |
| LAD | A | 1.68% | |
| BKE | B | 1.52% | |
| EXFY | B | 0.95% | |
| CHRD | D | 0.09% |
MVPA Underweight 35 Positions Relative to IYM
| Symbol | Grade | Weight | |
|---|---|---|---|
| LIN | D | -21.46% | |
| APD | A | -8.43% | |
| FCX | D | -7.45% | |
| ECL | D | -7.43% | |
| FAST | B | -4.33% | |
| NUE | C | -3.6% | |
| NEM | D | -3.53% | |
| STLD | B | -3.39% | |
| IP | B | -3.26% | |
| RS | B | -2.93% | |
| IFF | D | -2.7% | |
| LYB | F | -2.68% | |
| CF | B | -2.59% | |
| AVY | D | -2.54% | |
| ALB | C | -1.98% | |
| EMN | D | -1.95% | |
| AA | B | -1.71% | |
| RGLD | C | -1.52% | |
| RBC | A | -1.47% | |
| MOS | F | -1.39% | |
| X | C | -1.34% | |
| CE | F | -1.33% | |
| FMC | D | -1.14% | |
| ESI | A | -1.05% | |
| CLF | F | -0.91% | |
| HXL | D | -0.81% | |
| OLN | D | -0.81% | |
| TKR | D | -0.8% | |
| WLK | D | -0.7% | |
| ASH | D | -0.65% | |
| NEU | C | -0.61% | |
| HUN | F | -0.52% | |
| SMG | D | -0.52% | |
| CC | C | -0.48% | |
| MP | B | -0.4% |
MVPA: Top Represented Industries & Keywords
IYM: Top Represented Industries & Keywords
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