SURI vs. MVPA ETF Comparison
Comparison of Simplify Exchange Traded Funds Simplify Propel Opportunities ETF (SURI) to Advisor Managed Portfolios Miller Value Partners Appreciation ETF (MVPA)
SURI
Simplify Exchange Traded Funds Simplify Propel Opportunities ETF
SURI Description
The fund is an actively managed exchange-traded fund. The Sub-Adviser concentrates the fund's investments (i.e., invests more than 25% of its net assets) in the securities of issuers in the biotechnology, pharmaceuticals, healthcare technology, and life science tools and services industries. The Sub-Adviser employs an actively managed opportunistic multi-asset strategy that focuses on common stock, preferred stock, convertible bonds, structured notes, corporate notes and bonds, and ETFs that primarily invest in the preceding security types. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$23.15
Average Daily Volume
5,497
15
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
Performance
| Period | SURI | MVPA |
|---|---|---|
| 30 Days | -1.79% | 9.32% |
| 60 Days | -1.24% | 10.45% |
| 90 Days | -0.03% | 13.04% |
| 12 Months | 41.29% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SURI | Weight in MVPA | Overlap |
|---|
SURI Underweight 31 Positions Relative to MVPA
| 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 | A | -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% |
SURI: Top Represented Industries & Keywords
MVPA: Top Represented Industries & Keywords
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