MVPL vs IUSV

AMVPL

BIUSV

Measures won0–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,110IUSV · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income1.61%IUSV · $161 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common0.0%MVPL and IUSV

Miller Value Partners Leverage ETF · $31MiShares Core S&P U.S. Value ETF · $28.9B

[…]3 years · per year[…] · $16,274+17.6%

[…]5 years · per year[…] · $17,232+11.5%

0.88%Expense ratio$88 · $4 on $10k · lower wins0.04%

0.96%12-mo yield$96 · $161 on $10k1.61%

Cards for this view

MVPL

Miller Value Partners Leverage

[…]

IUSV

iShares Core S&P U.S. Value

$17,232

MeasureMVPLIUSV

Fee0.88%0.04%

Cost on $10k a year$88$4

Yield0.96%1.61%

5 years, per year[…]+11.5%

3 years, per year[…]+17.6%

Worst drop · 1Y−12.4%−6.4%

Volatility · 1Y24.9%10.4%

#
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.61%	−0.5%	+15.3%	+16.5%	+17.6%	+11.5%	−6.4%	$28.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	AMVPL	Miller Value Partners Leverage ETFRead Desk	0.88%	0.96%	−0.8%	+14.6%	+12.1%	new	new	−12.4%	$31M

#
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.61%	−0.5%	+15.3%	+16.5%	+17.6%	+11.5%	−6.4%	$28.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	AMVPL	Miller Value Partners Leverage ETFRead Desk	0.88%	0.96%	−0.8%	+14.6%	+12.1%	new	new	−12.4%	$31M

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