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CTEFvsAVRYETF Comparison

ETF 1
CTEF

Castellan Targeted Equity ETF

This fund is part of
Options Strategies
+0.63%
VS
ETF 2
AVRY

Avory Foundational ETF

This fund is part of
US Multi-Factor
+0.99%

Castellan Targeted Equity ETF (CTEF) belongs to the Options Strategies segment. Avory Foundational ETF (AVRY) is part of the US Multi-Factor segment. CTEF's top 3 sector exposures are Information Technology, Consumer Discretionary and Health Care. In contrast, AVRY's top sector exposures are Information Technology, Consumer Discretionary and Industrials. CTEF is less expensive with a Total Expense Ratio (TER) of 0.45%, versus 0.89% for AVRY. Run a side-by-side ETF comparison of CTEF and AVRY below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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CTEF vs AVRY performance and flow charts

Performance

05101520%Mar 30Apr 7Apr 14Apr 21Apr 28

Cumulative Flows

0 M5 M10 M15 M20 M25 MMar 30Apr 7Apr 14Apr 21Apr 28

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 04/30/2026
1M3MYTD1Y3Y5Y
Perf.
CTEF
AVRY
+18.74%+13.64%
+10.08%-4.22%
+16.49%n/a
n/an/a
n/an/a
n/an/a
Flows
CTEF
AVRY
+$2M+$4M
+$18M+$7M
+$9M-
--
--
--
Volatility and drawdown
3M1Y3Y5Y
Volatility
CTEF
AVRY
+28.84%+31.69%
n/an/a
n/an/a
n/an/a
Max drawdown
CTEF
AVRY
-14.78%-16.69%
n/an/a
n/an/a
n/an/a
Max drawdown duration
CTEF
AVRY
47d88d
n/an/a
n/an/a
n/an/a
Trading data

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CTEF
AVRY
Last sale
5/1/2026 at 1:30 PM
$78.10
$23.52
Previous close
04/29/2026
$77.72
$23.42
Consolidated volume
04/29/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
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Main metrics
Last update 5/1/2026 at 1:30 PM
Live
Closed
CTEF
AVRY
Last price
$78.10
$23.52
1D performance
+0.48%
+0.43%
AuM$558.97 M$50.48 M
E/R0.45%0.89%
Characteristics
CTEF
AVRY
Management strategyActiveActive
ProviderCastellan ETFsAlpha Architect
Benchmark--
N° of holdings2126
Asset class--
Trailing 12m distribution yield
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Inception dateJune 17, 2025January 22, 2026
ESGNoNo
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Exposure

Countries

CTEF
USA
94.98%
Other
5.02%
AVRY
USA
95.16%
Other
4.84%

Sectors

CTEF
Information Techn.
25%
Consumer Discreti.
24.15%
Health Care
17.52%
Financials
13.36%
Industrials
9.72%
Other
10.25%
AVRY
Information Techn.
40.02%
Consumer Discreti.
22.35%
Industrials
8.41%
Communication Ser.
8.29%
Other
20.93%
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Diversification

CTEF

Total weight of top 15 holdings out of 15

74%
AVRY

Total weight of top 15 holdings out of 15

74.2%

Top 15 holdings

Data as of March 31, 2026
CTEF
JABIL CIRCUIT
5.59%
MODINE MNFC CO
5.51%
COMFORT SYSTEMS USA
5.50%
TAPESTRY INC
5.32%
US5128073062
5.23%
MICRON TECHNOLOGY
5.06%
DECKERS OUTDOOR
5.05%
PALOMAR HOLDINGS INC
4.93%
WESTERN DIGITAL
4.78%
KYG3730V1059
4.73%
MCKESSON
4.61%
TENET HEALTHCARE
4.55%
EXPEDIA GROUP INC
4.41%
HALOZYME THERAPEUTICS
4.41%
NVIDIA
4.32%
AVRY
ZOOM VIDEO COMMUNICATIONS INC
6.93%
BLOCK INC
6.75%
CLEAR SECURE
6.39%
ZILLOW GROUP INC
5.90%
BLACKSTONE GROUP
5.44%
META PLATFORMS
5.33%
AMAZON.COM INC
5.26%
OMNICELL
5.18%
AIRBNB
4.80%
OKTA
4.52%
FIRST WATCH RESTAURANT GROUP
4.03%
PAYCOM SOFTWARE
4.02%
SITEONE LANDSCAPE SUPPLY INC
3.74%
ROBLOX
2.96%
STARBUCKS-T
2.95%
Frequently asked questions about CTEF and AVRY

Which ETF is bigger: CTEF or AVRY?

As of April 30, 2026, CTEF holds $558.97 M in assets under management (AUM), while AVRY manages $50.48 M.

What sectors do the CTEF and AVRY ETFs invest in?

CTEF leans toward sectors like Information Technology, Consumer Discretionary and Health Care. Meanwhile, AVRY focuses on Information Technology, Consumer Discretionary and Industrials.

What are the top holdings of the CTEF ETF and AVRY ETF?

CTEF top holdings include JABIL CIRCUIT, MODINE MNFC CO and COMFORT SYSTEMS USA. AVRY holds in its top three: ZOOM VIDEO COMMUNICATIONS INC, BLOCK INC and CLEAR SECURE.

Which ETF is more diversified: CTEF or AVRY?

CTEF holds 22 securities with 74% of its assets in the top 15. AVRY has 26 securities and a top 15 weight of 74.2%.

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