UPAR vs. AVIV ETF Comparison
Comparison of UPAR Ultra Risk Parity ETF (UPAR) to Avantis International Large Cap Value ETF (AVIV)
UPAR
UPAR Ultra Risk Parity ETF
UPAR Description
UPAR Ultra Risk Parity ETF is an exchange traded fund launched and managed by Toroso Investments, LLC. The fund invests in public equity, fixed income and commodity markets of global region. For its equity portion, it invests directly, through derivatives and through other funds in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests directly and through derivatives in U.S. treasury inflation protected securities and U.S. treasury securities of varying maturities. For its commodity portion, it invests directly and through other funds in gold. UPAR Ultra Risk Parity ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$13.80
Average Daily Volume
24,539
37
AVIV
Avantis International Large Cap Value ETF
AVIV Description
AVIV actively invests in equity securities from developed market companies outside the US, reaching across different market sectors and industry groups, with a focus on companies trading at lower prices relative to their book value ratios and other financial metrics. The fund emphasises high profitability and value companies, which are identified by looking at reported and estimated company financials, market data, and other fundamental data like cash flows, revenues, and shares outstanding. The portfolio managers may also consider other factors when selecting the securities for the fund, such as historical performance of the share, liquidity, and tax, governance, or cost considerations. Market and financial data analysis is utilized on a continuous basis to make buy, sell, and hold decisions.Grade (RS Rating)
Last Trade
$53.14
Average Daily Volume
40,051
39
Performance
| Period | UPAR | AVIV |
|---|---|---|
| 30 Days | -3.54% | -2.34% |
| 60 Days | -6.28% | -3.77% |
| 90 Days | -4.78% | -3.92% |
| 12 Months | 12.66% | 12.29% |
UPAR Overweight 31 Positions Relative to AVIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| GLDM | C | 15.03% | |
| VXF | A | 3.74% | |
| XOM | B | 1.91% | |
| DE | B | 1.75% | |
| CVX | A | 1.11% | |
| RIO | D | 1.08% | |
| SCCO | F | 0.83% | |
| FCX | F | 0.67% | |
| CTVA | C | 0.62% | |
| VALE | F | 0.48% | |
| COP | C | 0.48% | |
| ECL | D | 0.38% | |
| FSLR | F | 0.33% | |
| EOG | A | 0.28% | |
| CF | A | 0.24% | |
| CNH | C | 0.21% | |
| XYL | D | 0.17% | |
| HES | B | 0.16% | |
| OXY | D | 0.16% | |
| ENPH | F | 0.15% | |
| SQM | D | 0.15% | |
| TTC | C | 0.14% | |
| AWK | C | 0.13% | |
| FANG | C | 0.12% | |
| MOS | F | 0.12% | |
| IEX | C | 0.11% | |
| FMC | D | 0.11% | |
| EQT | B | 0.1% | |
| DVN | F | 0.09% | |
| EC | D | 0.06% | |
| CTRA | B | 0.06% |
UPAR Underweight 33 Positions Relative to AVIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVS | F | -1.88% | |
| HSBC | A | -1.38% | |
| TM | F | -1.33% | |
| BBVA | D | -0.99% | |
| TD | D | -0.73% | |
| BCS | A | -0.64% | |
| SMFG | B | -0.61% | |
| GSK | F | -0.61% | |
| LYG | D | -0.58% | |
| NWG | A | -0.53% | |
| VOD | F | -0.51% | |
| ORAN | F | -0.49% | |
| STLA | F | -0.46% | |
| HMC | F | -0.43% | |
| NVO | F | -0.39% | |
| ING | F | -0.31% | |
| STM | F | -0.29% | |
| CNI | F | -0.29% | |
| MFG | A | -0.26% | |
| IX | F | -0.24% | |
| AER | A | -0.21% | |
| PHG | C | -0.2% | |
| LOGI | D | -0.17% | |
| CCEP | C | -0.12% | |
| ERIC | C | -0.08% | |
| TS | B | -0.06% | |
| MT | B | -0.05% | |
| WDS | D | -0.04% | |
| CUK | A | -0.04% | |
| NOK | D | -0.02% | |
| DOOO | F | -0.01% | |
| FUTU | D | -0.01% | |
| AZN | F | -0.0% |
UPAR: Top Represented Industries & Keywords
AVIV: Top Represented Industries & Keywords
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