REIT vs. MVPA ETF Comparison
Comparison of ALPS Active REIT ETF (REIT) to Advisor Managed Portfolios Miller Value Partners Appreciation ETF (MVPA)
REIT
ALPS Active REIT ETF
REIT Description
The investment seeks total return through dividends and capital appreciation. The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of REITs. It will primarily invest in publicly traded common equity securities of U.S. REITs. The fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It is non-diversified.
Grade (RS Rating)
Last Trade
$23.86
Average Daily Volume
5,223
28
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
$30.30
Average Daily Volume
9,920
10
Performance
| Period | REIT | MVPA |
|---|---|---|
| 30 Days | -5.84% | -5.96% |
| 60 Days | -7.36% | 3.63% |
| 90 Days | -6.76% | 21.66% |
| 12 Months | 1.47% |
0 Overlapping Holdings
| Symbol | Grade | Weight in REIT | Weight in MVPA | Overlap |
|---|
REIT Overweight 28 Positions Relative to MVPA
| Symbol | Grade | Weight | |
|---|---|---|---|
| EQIX | F | 8.78% | |
| VICI | C | 6.62% | |
| AVB | A | 6.1% | |
| PSA | D | 5.64% | |
| INVH | C | 5.12% | |
| SPG | D | 4.94% | |
| WELL | A | 4.22% | |
| LXP | D | 3.95% | |
| PLD | F | 3.91% | |
| EQR | A | 3.61% | |
| O | A | 3.28% | |
| DLR | D | 3.19% | |
| STAG | D | 2.95% | |
| FR | D | 2.79% | |
| BNL | D | 2.76% | |
| EXR | C | 2.64% | |
| EPRT | A | 2.55% | |
| ELS | F | 2.53% | |
| MAC | F | 2.53% | |
| PK | D | 2.43% | |
| KRC | F | 2.31% | |
| BRX | B | 2.21% | |
| OHI | B | 2.11% | |
| HIW | A | 2.09% | |
| COLD | F | 2.04% | |
| DOC | A | 1.71% | |
| ROIC | D | 1.53% | |
| ESRT | C | 1.46% |
REIT: Top Represented Industries & Keywords
MVPA: Top Represented Industries & Keywords
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