MVPA vs. JFWD ETF Comparison
Comparison of Advisor Managed Portfolios Miller Value Partners Appreciation ETF (MVPA) to Jacob Funds Inc. Jacob Forward ETF (JFWD)
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
$35.91
Average Daily Volume
4,229
31
JFWD
Jacob Funds Inc. Jacob Forward ETF
JFWD Description
The Jacob Forward ETF is an exchange-traded fund incorporated in the US. This fund seeks long-term growth of capital. The Fund seeks to achieve its investment objective by investing in common stocks and other equity securities of companies of all sizes. The Fund may have significant exposure to the information technology sector.Grade (RS Rating)
Last Trade
$12.15
Average Daily Volume
461
34
Performance
Period | MVPA | JFWD |
---|---|---|
30 Days | 9.32% | 11.96% |
60 Days | 10.45% | 11.62% |
90 Days | 13.04% | 13.54% |
12 Months | 45.25% |
0 Overlapping Holdings
Symbol | Grade | Weight in MVPA | Weight in JFWD | Overlap |
---|
MVPA Overweight 31 Positions Relative to JFWD
Symbol | Grade | Weight | |
---|---|---|---|
BFH | C | 6.02% | |
CTO | B | 5.18% | |
CPNG | D | 4.87% | |
JXN | C | 4.87% | |
CNC | D | 4.71% | |
MSTR | B | 4.69% | |
SMLR | B | 4.51% | |
ZD | B | 4.19% | |
PYPL | B | 3.9% | |
CROX | D | 3.8% | |
IBTA | C | 3.42% | |
TTE | F | 3.32% | |
ATKR | D | 2.95% | |
T | A | 2.92% | |
LNC | C | 2.85% | |
CTRN | F | 2.84% | |
QUAD | C | 2.82% | |
WAL | B | 2.79% | |
TOST | B | 2.58% | |
PRDO | B | 2.51% | |
FTI | A | 2.5% | |
FOUR | A | 2.44% | |
ARLP | A | 2.06% | |
VTRS | B | 2.02% | |
ABNB | C | 1.95% | |
BLDR | D | 1.9% | |
LAD | A | 1.67% | |
BKE | B | 1.52% | |
MTCH | D | 1.49% | |
EXFY | A | 0.87% | |
CHRD | D | 0.09% |
MVPA Underweight 34 Positions Relative to JFWD
Symbol | Grade | Weight | |
---|---|---|---|
HROW | D | -7.97% | |
PRCH | B | -5.13% | |
Z | A | -5.02% | |
AIOT | B | -4.98% | |
CDNA | D | -4.82% | |
ATEC | C | -4.72% | |
ESPR | B | -4.67% | |
SQ | A | -4.64% | |
DKNG | B | -4.61% | |
DOCS | C | -4.54% | |
INSE | C | -4.5% | |
MDB | B | -3.92% | |
NET | B | -3.34% | |
BRZE | C | -3.25% | |
TELA | D | -3.1% | |
HRTX | F | -2.78% | |
CFLT | B | -2.65% | |
CDXS | B | -2.59% | |
OPRX | F | -2.53% | |
KRYS | C | -2.46% | |
SOFI | B | -2.22% | |
PHR | F | -2.08% | |
COIN | C | -2.01% | |
IMMR | C | -1.14% | |
FLUT | A | -1.05% | |
IDYA | F | -0.97% | |
BEAM | D | -0.96% | |
ATHM | C | -0.84% | |
CELC | F | -0.77% | |
HUYA | F | -0.74% | |
ARCT | F | -0.67% | |
CRSP | D | -0.64% | |
PI | D | -0.59% | |
APPS | F | -0.18% |
MVPA: Top Represented Industries & Keywords
JFWD: Top Represented Industries & Keywords