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MGMTvsETF 2ETF Comparison

ETF 1
MGMT

Ballast Small/Mid Cap ETF

This fund is part of
US Multi-Factor
+0%
VS
ETF 2
Suggested MGMT comparisons

Choose a second ETF to run a side-by-side ETF comparison with MGMT, 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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MGMT performance and flow charts

Performance

-2.00.02.04.06.0%Mar 24Mar 31Apr 8Apr 15Apr 22

Cumulative Flows

-2 M0 M2 M4 M6 MMar 24Mar 31Apr 8Apr 15Apr 22

Get all the metrics on this page, and more, through a reliable ETF data feed

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

Historic performance and flows
Data as of 04/24/2026
1M3MYTD1Y3Y5Y
Perf.
MGMT
ETF 2
+5.95%
+0.06%
+8.12%
+30.31%
+49.07%
+39.78%
Flows
MGMT
ETF 2
+$1M
+$8M
+$8M
-$9M
+$51M
+$107M
Volatility and drawdown
3M1Y3Y5Y
Volatility
MGMT
ETF 2
+17.41%
+17.38%
+19.02%
+19.88%
Max drawdown
MGMT
ETF 2
-12.25%
-12.25%
-23.93%
-25.20%
Max drawdown duration
MGMT
ETF 2
67d
67d
262d
870d
Trading data

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MGMT
ETF 2
Last sale
4/28/2026 at 1:30 PM
$47.77
Previous close
04/27/2026
$48.08
Consolidated volume
04/27/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
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Main metrics
Last update 4/28/2026 at 1:30 PM
Live
Closed
MGMT
ETF 2
Last price
$47.77
1D performance
-0.65%
AuM$173.67 M
E/R1.17%
Characteristics
MGMT
ETF 2
Management strategyActive
ProviderBallast Asset Management
Benchmark-
N° of holdings45
Asset class-
Trailing 12m distribution yield
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Inception dateDecember 3, 2020
ESGNo
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Exposure

Countries

MGMT
USA
79%
Other
21%
ETF 2

Sectors

MGMT
Industrials
18.01%
Information Techn.
15.88%
Materials
12.32%
Financials
10.52%
Energy
9.74%
Other
33.54%
ETF 2
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Diversification

MGMT

Total weight of top 15 holdings out of 15

39.35%
ETF 2

Top 15 holdings

Data as of March 31, 2026
MGMT
ECOVYST INC
3.14%
AZZ
3.02%
WAYSIDE TECHNOLOGY GROUP
3.00%
ROYAL GOLD
2.94%
SOLARIS OILFIELD INFRASTRUCTURE
2.85%
CAVCO INDUSTRIES
2.63%
CAPITAL BANCORP INC
2.61%
TURNING POINT BRANDS INC
2.53%
MERCHANTS BANCORP
2.50%
KOSMOS ENERGY
2.45%
FEDERAL AGRICULTUR MORTGAGE
2.41%
LANDSTAR SYSTEM
2.35%
THE GEO GROUP
2.34%
BRINK'S
2.33%
CONSOL ENERGY INC
2.27%
ETF 2
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