RVER vs. MGRO ETF Comparison
Comparison of Advisor Managed Portfolios Trenchless Fund ETF (RVER) to SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF (MGRO)
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
$29.27
Average Daily Volume
7,494
16
MGRO
SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF
MGRO Description
The fund invests at least 80% of its total assets in securities that comprise the index. The index is comprised of equity securities of companies that Morningstar, Inc. determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors and are attractively priced and weighted according to a modified equal weighting scheme that tilts exposure in favor of pure growth companies. It is non-diversified.Grade (RS Rating)
Last Trade
$30.70
Average Daily Volume
258
38
Performance
Period | RVER | MGRO |
---|---|---|
30 Days | 4.37% | -1.75% |
60 Days | 9.69% | 0.04% |
90 Days | 16.69% | 2.85% |
12 Months |
RVER Underweight 34 Positions Relative to MGRO
Symbol | Grade | Weight | |
---|---|---|---|
CRM | B | -5.64% | |
ADSK | A | -5.29% | |
TRU | D | -4.84% | |
ROK | B | -4.63% | |
VEEV | C | -4.61% | |
ADBE | D | -4.28% | |
A | F | -3.97% | |
FTNT | B | -3.14% | |
MKTX | D | -3.08% | |
EL | F | -2.78% | |
ALLE | D | -2.68% | |
TYL | B | -2.63% | |
OTIS | D | -2.62% | |
IEX | B | -2.47% | |
WST | C | -2.36% | |
EFX | F | -2.18% | |
STZ | D | -2.16% | |
VRSN | D | -2.14% | |
ZBH | C | -2.13% | |
HII | F | -2.01% | |
YUM | D | -2.01% | |
KEYS | A | -2.01% | |
CTVA | C | -2.0% | |
CLX | A | -1.66% | |
WAT | B | -1.61% | |
DIS | B | -1.4% | |
ETSY | D | -1.06% | |
GEHC | C | -0.91% | |
BIO | C | -0.86% | |
NKE | F | -0.85% | |
TER | F | -0.83% | |
LRCX | F | -0.82% | |
ICE | D | -0.44% | |
TMO | D | -0.26% |
RVER: Top Represented Industries & Keywords
MGRO: Top Represented Industries & Keywords