MVPL vs. ULTY ETF Comparison
Comparison of Advisor Managed Portfolios Miller Value Partners Leverage ETF (MVPL) to YieldMax Ultra Option Income Strategy ETF (ULTY)
MVPL
Advisor Managed Portfolios Miller Value Partners Leverage ETF
MVPL Description
MVPL seeks to capitalize on the S&P 500's propensity to increase in value over long time horizons by opportunistically timing use of leverage when conditions seem favorable to do so. The fund is typically invested in a single unleveraged or leveraged S&P 500 ETF at any given time, depending on signals from proprietary models used by the fund adviser. The adviser uses an adaptive, data-driven approach to determine the daily trading signal, considering factors such as price levels, price changes, valuation, correlations, interest rates, and volatility measures. On a leveraged position, the fund invests in an ETF that provides 2x the daily performance of the S&P 500 and expects to be invested for periods greater than one day. As a result, the fund will be subject to the risks of compounding and its returns during this period can materially differ from that of the underlying ETF. The fund will not invest in a combination of unleveraged and leveraged ETFs at any time. Due to its investment strategy, the fund may engage in active and frequent trading.
Grade (RS Rating)
Last Trade
$32.22
Average Daily Volume
393
1
ULTY
YieldMax Ultra Option Income Strategy ETF
ULTY Description
The fund is an actively managed exchange-traded fund that seeks current income while providing direct and/or indirect exposure to the share price of select U.S. listed securities, subject to a limit on potential investment gains. It uses both traditional and synthetic covered call strategies that are designed to produce higher income levels when the underlying securities experience more volatility. The fund is non-diversified.Grade (RS Rating)
Last Trade
$9.94
Average Daily Volume
1,153,469
22
Performance
| Period | MVPL | ULTY |
|---|---|---|
| 30 Days | 1.32% | 8.55% |
| 60 Days | 5.59% | 11.85% |
| 90 Days | 7.50% | 11.22% |
| 12 Months |
0 Overlapping Holdings
| Symbol | Grade | Weight in MVPL | Weight in ULTY | Overlap |
|---|
MVPL Overweight 1 Positions Relative to ULTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| SSO | B | 99.92% |
MVPL Underweight 22 Positions Relative to ULTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| TQQQ | C | -6.89% | |
| TNA | B | -5.84% | |
| TSLA | B | -4.96% | |
| PLTR | B | -4.65% | |
| VST | A | -4.28% | |
| NVDA | B | -4.27% | |
| COIN | C | -4.09% | |
| MSTR | B | -3.81% | |
| SMR | B | -3.78% | |
| ZIM | C | -3.76% | |
| SNOW | B | -3.49% | |
| BABA | D | -3.48% | |
| DELL | B | -3.45% | |
| UPST | B | -3.3% | |
| SOXL | F | -3.01% | |
| ANF | F | -2.96% | |
| MDB | B | -2.46% | |
| BILI | D | -2.34% | |
| HIMS | B | -2.08% | |
| CRWD | B | -1.95% | |
| DJT | C | -1.23% | |
| MARA | B | -1.07% |
MVPL: Top Represented Industries & Keywords
ULTY: Top Represented Industries & Keywords
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