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MGMTvsETF 2ETF Comparison

ETF 1
MGMT

Ballast Small/Mid Cap ETF

This fund is part of
US Multi-Factor
+0.96%
VS
ETF 2
Suggested MGMT comparisons

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MGMT performance and flow charts

Performance

-1.00.01.02.03.0%Jul 3Jul 10Jul 17Jul 24Jul 31

Cumulative Flows

-5 M-4 M-3 M-2 M-1 M0 MJul 3Jul 10Jul 17Jul 24Jul 31

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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 08/03/2026
1M3MYTD1Y3Y5Y
Perf.
MGMT
ETF 2
+3.28%
+5.46%
+16.41%
+28.61%
+47.08%
+44.30%
Flows
MGMT
ETF 2
-$5M
-$10M
-$2M
-$18M
+$32M
+$84M
Volatility and drawdown
3M1Y3Y5Y
Volatility
MGMT
ETF 2
+13.38%
+16.49%
+18.81%
+19.66%
Max drawdown
MGMT
ETF 2
-4.95%
-12.25%
-23.93%
-25.20%
Max drawdown duration
MGMT
ETF 2
26d
114d
262d
870d
Trading data

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MGMT
ETF 2
Last sale
8/3/2026 at 7:59 PM
$51.50
Previous close
08/03/2026
$50.76
Consolidated volume
08/03/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
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Main metrics
Last update 8/3/2026 at 7:59 PM
Live
Closed
MGMT
ETF 2
Last price
$51.50
1D performance
+1.46%
AuM$176.66 M
E/R1.15%
Characteristics
MGMT
ETF 2
Management strategyActive
ProviderBallast Asset Management
Benchmark-
N° of holdings54
Asset class-
Trailing 12m distribution yield
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Inception dateDecember 3, 2020
ESGNo
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Exposure

Countries

MGMT
USA
93.24%
Other
6.76%
ETF 2

Sectors

MGMT
Non-Energy Materi.
18.35%
Finance
17.08%
Technology
15.79%
Energy
12.24%
Industrials
9.29%
Healthcare
7.47%
Other
19.79%
ETF 2
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Diversification

MGMT

Total weight of top 15 holdings out of 15

41.95%
ETF 2

Top 15 holdings

Data as of June 30, 2026
MGMT
Natural Resource Partners LP
4.05%
AZZ, Inc.
3.32%
Climb Global Solutions, Inc.
3.12%
Bel Fuse, Inc.
3.06%
Cavco Industries, Inc.
2.97%
Federal Agricultural Mortgage Corp.
2.88%
Capital Bancorp, Inc. (Maryland)
2.74%
Ecovyst, Inc.
2.70%
Landstar System, Inc.
2.69%
Merchants Bancorp (Indiana)
2.59%
Consensus Cloud Solutions, Inc.
2.44%
Solaris Energy Infrastructure, Inc.
2.41%
Terex Corp.
2.38%
The GEO Group, Inc.
2.30%
GPGI, Inc.
2.30%
ETF 2
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