ARP

ETFActive

PMV Adaptive Risk Parity ETF

Category: US Equity (9,528 funds)

Expense Ratio
1.47%
Annual Cost per $10K
$147.00
30-Year Fee Drag per $10K
$25,856
at 7% annual return
Fund Type
ETF
Active
Trailing 12-Month
+16.16%

Asset Allocation

US Equity
78%
US Bond
10%
Cash
12%

Fee Comparison

ARP
1.47%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

39% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+36.62%34 months
Compare to

Fee Impact Calculator

$
%
ARP at 1.47%$251,332
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$129,281
Cost vs index fund−$126,092

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
ARPPMV Adaptive Risk Parity ETF1.47%
TIBOXThornburg Investment Income Builder Fund0.84%
TIACXInvestment Co of America0.63%
IWMiShares Russell 2000 ETF0.19%
AAFTXAmerican Funds 2035 Target Date Retirement Fund0.67%
MERFXThe Merger Fund1.56%
QLDProShares Ultra QQQ0.95%
ACIIXEquity Income Fund0.59%
SSOProShares Ultra S&P5000.89%
JEPIJPMorgan Equity Premium Income ETF0.35%
NLSAXNeuberger Berman Long Short Fund1.68%
BLPAXAmerican Funds Moderate Growth and Income Portfolio0.93%
JEPQJPMorgan Nasdaq Equity Premium Income ETF0.35%
FSLTXStrategic Advisers Alternatives Fund1.56%
TQQQProShares UltraPro QQQ0.84%
RPMGXT. Rowe Price Mid-Cap Growth Fund, Inc.0.75%
IWOiShares Russell 2000 Growth ETF0.24%
FSSNXFidelity Small Cap Index Fund0.03%
HRSIXHood River Small-Cap Growth Fund1.07%
JGLYXJPMorgan Small Cap Growth Fund1.24%
VSCAXInvesco Small Cap Value Fund1.35%
PEIYXPutnam Large Cap Value Fund0.63%
DFSTXU.S. SMALL CAP PORTFOLIO$1M min0.27%
OAZMXOakmark Fund0.63%
IRCIXVoya RussellTM Small Cap Index Portfolio0.93%
IWNiShares Russell 2000 Value ETF0.24%
CALFPacer US Small Cap Cash Cows 100 ETF0.59%
FCAGXFidelity Small Cap Growth Fund0.92%
SPEMSPDR Portfolio Emerging Markets ETF0.07%
TSPXTwin Oak Active Opportunities ETF1.01%
DFASDimensional U.S. Small Cap ETF0.27%
TRMIXT. Rowe Price Mid-Cap Value Fund, Inc.0.71%
DHMAXDIAMOND HILL SMALL-MID CAP FUND1.21%
CPATXCounterpoint Tactical Income Fund2.25%
DFSCXU.S. MICRO CAP PORTFOLIO$1M min0.41%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
XBISPDR(R) S&P(R) Biotech ETF0.35%
EKBDXAllspring Diversified Capital Builder Fund1.01%
QUACXAB Small Cap Growth Portfolio1.12%
PJARXSmallCap Value Fund II0.94%
GTSAXInvesco Small Cap Growth Fund0.81%
CGIOXCalamos Growth & Income Fund0.73%
MCVSXVictory Integrity Small-Cap Value Fund1.43%
GNNDXGotham Index Plus Fund1.40%
MRFOXMARSHFIELD CONCENTRATED OPPORTUNITY FUND1.02%
PRSVXT. Rowe Price Small-Cap Value Fund, Inc.0.77%
GARUXGoldman Sachs Absolute Return Tracker Fund0.73%
IJKiShares S&P Mid-Cap 400 Growth ETF0.17%
JEPAXJPMorgan Equity Premium Income Fund0.45%
FZAOXFidelity Advisor Small Cap Fund0.90%
IBBiShares Biotechnology ETF0.44%
XMHQInvesco S&P MidCap Quality ETF0.25%
DHLAXDIAMOND HILL LARGE CAP FUND0.96%
CIPAXAmerican Funds Conservative Growth and Income Portfolio0.88%
GNRSPDR(R) S&P(R) Global Natural Resources ETF0.40%
MSTBLHA Market State Tactical Beta ETF1.40%
TSPNXT. Rowe Price Spectrum Income Fund0.46%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
XARSPDR(R) S&P(R) Aerospace & Defense ETF0.35%
FAIRXThe Fairholme Fund1.00%
DIAMXDIAMOND HILL LONG SHORT FUND1.94%
RYNVXNova Fund1.41%
OAKLXOakmark Select Fund0.98%
TESIXFranklin Mutual Shares Fund1.00%
SMEAXInvesco Small Cap Equity Fund0.88%
CCASXCONESTOGA SMALL CAP FUND1.10%
ROMProShares Ultra Technology0.95%
MXMPXEmpower Moderate Profile Fund0.90%
FCPVXFidelity Small Cap Value Fund1.20%
QRSAXFPA Queens Road Small Cap Value Fund0.96%
TMFDirexion Daily 20+ Year Treasury Bull 3X Shares0.91%
PNSAXPutnam Small Cap Growth Fund1.17%
FHZTXFidelity Large Cap Stock Fund1.02%
FASDirexion Daily Financial Bull 3X Shares0.89%
CSECXCalvert Equity Fund1.65%
FEIQXFranklin Equity Income Fund0.50%
XOPSPDR(R) S&P(R) Oil & Gas Exploration & Production ETF0.35%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
FSCRXFidelity Small Cap Discovery Fund0.91%
TGIRXThornburg International Equity Fund0.70%
PZHEXT. Rowe Price Hedged Equity Fund0.46%
FGRCXFidelity Mega Cap Stock Fund0.47%
AASRXAmerican Beacon Small Cap Value Fund0.77%
BPSCXBoston Partners Small Cap Value Fund II1.09%
llpfxLongleaf Partners Fund0.79%
SVFIXSmead Value Fund0.90%
LGLCXLord Abbett Growth Leaders Fund1.65%
RWJInvesco S&P SmallCap 600 Revenue ETF0.39%
PCSMXSmallCap Growth Fund I1.44%
ACGIXInvesco Growth and Income Fund0.78%
PDPInvesco Dorsey Wright Momentum ETF0.62%
FECCXFirst Eagle Small Cap Opportunity Fund1.26%
MISGXMeridian Small Cap Growth Fund1.51%
CTAKXAmerican Funds College 2036 Fund0.43%
ACRSXColumbia Acorn Fund0.82%
ARANXHorizon Active Risk Assist Fund1.32%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
JSECXJPMorgan Small Cap Equity Fund1.24%
ANODXSmall Cap Growth Fund0.79%
PPAInvesco Aerospace & Defense ETF0.58%
JDERXPGIM Jennison Mid-Cap Growth Fund1.04%

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