VS

Correlation: 95.4%

What is GRPM?

GRPM was created on 2010-12-08 by Invesco. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 434.51m in AUM and 62 holdings. GRPM tracks an index of US mid-cap growth stocks with perceived quality and value characteristics.

What is VB?

VB was created on 2004-01-26 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 51531.74m in AUM and 1368 holdings. The fund seeks to track a market-cap-weighted portfolio that provides small-cap exposure to the US equity space.

Key Details

GRPM
VB
Website
www.invesco.com
investor.vanguard.com
Inception Date

Dec 08, 2010

Jan 26, 2004

Asset Class

Equity

Equity

Investment Segment

Mid Cap

Small Cap

AUM
$453.42M
$55.30B
Dividend Yield
1.24%
1.63%
Expense Ratio
0.35%
0.05%
Return 1Y
-13.11%
-0.18%

Holdings

Invesco S&P MidCap 400 GARP ETF - GRPM is made up of 60 holdings. Vanguard Small Cap ETF - VB is made up of 1356 holdings.

Name
Weight
L
LNTHLantheus Holdings, Inc.

2.98%

R
ROIVRoivant Sciences Ltd.

2.81%

C
CELHCelsius Holdings, Inc.

2.8%

C
CHRDChord Energy Corp.

2.53%

H
HHyatt Hotels Corp.

2.47%

H
HALOHalozyme Therapeutics, Inc.

2.46%

C
CROXCrocs, Inc.

2.4%

P
PKPark Hotels & Resorts, Inc.

2.38%

P
PRPermian Resources Corp.

2.35%

M
MTDRMatador Resources Co.

2.3%

V
VALValaris Ltd.

2.28%

C
CIVICivitas Resources, Inc.

2.2%

V
VNOMViper Energy, Inc.

2.2%

H
HWCHancock Whitney Corp.

2.1%

T
TXRHTexas Roadhouse, Inc.

2.09%

R
RMBSRambus, Inc.

2.01%

K
KNSLKinsale Capital Group, Inc.

1.99%

M
MUSAMurphy USA, Inc.

1.93%

B
BYDBoyd Gaming Corp.

1.89%

M
MEDPMedpace Holdings, Inc.

1.87%

A
ANFAbercrombie & Fitch Co.

1.86%

T
TEXTerex Corp.

1.77%

V
VCVisteon Corp.

1.74%

H
HOGHarley-Davidson, Inc.

1.66%

L
LSCCLattice Semiconductor Corp.

1.61%

S
SKXSkechers U.S.A., Inc.

1.6%

A
AAONAAON, Inc.

1.58%

E
EMEEMCOR Group, Inc.

1.56%

C
CNXCNX Resources Corp.

1.55%

O
OZKBank OZK

1.51%

Name
Weight
C
CHKExpand Energy Corp.

0.43%

A
ATOAtmos Energy Corp.

0.42%

S
SWSmurfit WestRock Plc

0.41%

S
SWNExpand Energy Corp.

0.36%

W
WSMWilliams-Sonoma, Inc.

0.34%

F
FWONKLiberty Media Corp.

0.33%

N
NRGNRG Energy, Inc.

0.33%

R
RBARB Global, Inc.

0.32%

L
LIILennox International, Inc.

0.31%

N
NTNXNutanix, Inc.

0.31%

N
NTRANatera, Inc.

0.31%

P
PTCPTC, Inc.

0.31%

W
WSOWatsco, Inc.

0.31%

F
FCNCAFirst Citizens BancShares, Inc. (North Carolina)

0.3%

D
DECKDeckers Outdoor Corp.

0.29%

E
EMEEMCOR Group, Inc.

0.29%

D
DOCUDocuSign, Inc.

0.28%

C
CASYCasey's General Stores, Inc.

0.28%

E
EQHEquitable Holdings, Inc.

0.28%

E
EQTEQT Corp.

0.28%

G
GWREGuidewire Software, Inc.

0.27%

R
RSReliance, Inc.

0.27%

T
TOSTToast, Inc.

0.27%

D
DKNGDraftKings, Inc.

0.27%

F
FFIVF5, Inc.

0.27%

C
CSLCarlisle Cos., Inc.

0.26%

U
USFDUS Foods Holding Corp.

0.26%

B
BJBJ's Wholesale Club Holdings, Inc.

0.26%

S
SFMSprouts Farmers Market, Inc.

0.26%

R
RPMRPM International, Inc.

0.26%

Strategies that include

Double maintains 3 strategies that include VB - Vanguard Small Cap ETF.

The Coward's Portfolio

Stocks

Low risk

$1,000

The Coward's Portfolio

William Bernstein created this portfolio and is the author of several books including The Intelligent Asset Allocator and The Four Pillars of Investing. He introduced the Coward's Portfolio in 1996. The "coward" refers not to risk tolerance but to the strategy of hedging your bets and having slices of a number of asset classes.

Top Holdings

Bktd. Return

+8.44%

Expense Ratio

0.05%

Holdings

9

Armstrong's "Ideal Index"

Stocks

Low risk

$1,000

Armstrong's "Ideal Index"

Frank Armstrong, author of The Informed Investor, proposed this portfolio. Compared to other Boglehead portfolios, it contains a smaller allocation to bonds, and a much larger allocation to international stocks (in fact the equities, excluding REIT, are split 50/50 between domestic and international).

Top Holdings

Bktd. Return

+8.96%

Expense Ratio

0.05%

Holdings

7

Bill Schultheis's "Coffeehouse"

Stocks

Low risk

$1,000

Bill Schultheis's "Coffeehouse"

Bill Schultheis made this simple seven-fund portfolio popular in his book The Coffeehouse Investor. He advocates 40% in a total market bond fund and 10% each in various stock funds. You can find more information at The Coffeehouse Investor.

Top Holdings

Bktd. Return

+7.52%

Expense Ratio

0.05%

Holdings

7

Create your own
strategy with

GRPM
Three dimensional double logo

Stock Correlation

The stocks that are correlated to GRPM - Invesco S&P MidCap 400 GARP ETF are ITT, AVNT, AIT, BN, KN

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
I
ITTITT, Inc.
84.21%$10.28B-0.51%1.03%
A
AVNTAvient Corp.
82.87%$2.90B-24.29%3.32%
A
AITApplied Industrial Technologies, Inc.
82.84%$8.68B+20.37%0.69%
B
BNBrookfield Corp.
82.29%$73.94B+27.43%0.67%
K
KNKnowles Corp.
81.47%$1.27B-6.82%0.00%
P
PHParker-Hannifin Corp.
81.47%$73.17B+4.43%1.15%
N
NPOEnpro, Inc.
81.10%$3.10B-5.05%0.82%
B
BNTBrookfield Wealth Solutions Ltd.
80.30%$9.90B+27.01%0.00%
F
FLSFlowserve Corp.
80.21%$5.64B-7.70%1.96%
W
WCCWESCO International, Inc.
79.92%$7.32B-3.05%1.13%
A
APAMArtisan Partners Asset Management, Inc.
79.88%$2.48B-15.45%8.39%
R
RRXRegal Rexnord Corp.
79.79%$6.56B-39.28%1.42%
X
XHRXenia Hotels & Resorts, Inc.
79.63%$992.04M-31.80%5.13%
A
AEISAdvanced Energy Industries, Inc.
79.50%$3.36B-6.09%0.45%
E
EVREvercore, Inc.
79.25%$7.14B-1.14%1.76%
D
DOVDover Corp.
79.16%$22.38B-4.60%1.26%
F
FTVFortive Corp.
79.15%$22.39B-18.82%0.49%
P
PKPark Hotels & Resorts, Inc.
79.02%$1.96B-39.51%10.28%
S
SFStifel Financial Corp.
78.99%$8.89B+15.27%2.01%
E
EWBCEast West Bancorp, Inc.
78.97%$10.45B+6.25%2.97%

The stocks that are correlated to VB - Vanguard Small Cap ETF are ITT, BN, BNT, AVNT, PH

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
I
ITTITT, Inc.
86.82%$10.28B-0.51%1.03%
B
BNBrookfield Corp.
86.61%$73.94B+27.43%0.67%
B
BNTBrookfield Wealth Solutions Ltd.
84.50%$9.90B+27.01%0.00%
A
AVNTAvient Corp.
83.85%$2.90B-24.29%3.32%
P
PHParker-Hannifin Corp.
83.69%$73.17B+4.43%1.15%
F
FLSFlowserve Corp.
83.68%$5.64B-7.70%1.96%
A
AITApplied Industrial Technologies, Inc.
83.56%$8.68B+20.37%0.69%
E
EVREvercore, Inc.
83.37%$7.14B-1.14%1.76%
J
JHGJanus Henderson Group Plc
83.33%$4.93B+1.59%4.97%
N
NPOEnpro, Inc.
82.93%$3.10B-5.05%0.82%
K
KNKnowles Corp.
82.57%$1.27B-6.82%0.00%
F
FTVFortive Corp.
82.47%$22.39B-18.82%0.49%
A
AWIArmstrong World Industries, Inc.
82.35%$5.90B+17.44%0.87%
B
BXBlackstone, Inc.
82.04%$162.74B+9.57%2.96%
J
JEFJefferies Financial Group, Inc.
81.81%$9.11B+7.60%3.16%
D
DOVDover Corp.
81.69%$22.38B-4.60%1.26%
S
SFStifel Financial Corp.
81.18%$8.89B+15.27%2.01%
R
REZIResideo Technologies, Inc.
81.15%$2.30B-21.46%0.00%
A
APAMArtisan Partners Asset Management, Inc.
81.06%$2.48B-15.45%8.39%
P
PIPRPiper Sandler Cos.
81.06%$3.98B+22.27%1.14%

ETF Correlation

The ETFs that are correlated to GRPM - Invesco S&P MidCap 400 GARP ETF are SPMD, MDY, IVOO, IJH, EZM

Name
Correlation
AUM
Expense Ratio
S
SPMDSPDR Portfolio S&P 400 Mid Cap ETF
96.49%$11.42B0.03%
M
MDYS&P MidCap 400 ETF
96.46%$20.57B0.24%
I
IVOOVanguard S&P Mid Cap 400 ETF
96.45%$2.34B0.07%
I
IJHiShares Core S&P Mid Cap ETF
96.34%$84.21B0.05%
E
EZMWisdomTree U.S. MidCap Fund
96.16%$694.88M0.38%
J
JMEETraded Fund Trust JPMorgan Small & Mid Cap Enhanced Equity ETF
95.93%$1.57B0.24%
S
SCHMSchwab U.S. Mid Cap ETF
95.66%$10.24B0.04%
F
FNXTraded Fund III First Trust Mid Cap Core AlphaDEX Fund
95.60%$1.02B0.6%
X
XJHiShares ESG Select Screened S&P Mid Cap ETF
95.57%$243.46M0.12%
E
ESMLiShares ESG Aware MSCI USA Small Cap ETF
95.57%$1.63B0.17%
D
DFASDimensional U.S. Small Cap ETF
95.51%$8.65B0.26%
V
VBVanguard Small Cap ETF
95.44%$55.30B0.05%
S
SMMDiShares Russell 2500 ETF
95.29%$1.22B0.15%
V
VBRVanguard Small Cap Value ETF
95.28%$26.31B0.07%
M
MDYGSPDR S&P 400 Mid Cap Growth ETF
95.24%$2.32B0.15%
I
IJKiShares S&P Mid Cap 400 Growth ETF
95.20%$8.04B0.17%
S
SDVYTraded Fund VI First Trust SMID Cap Rising Dividend Achievers ETF
95.13%$7.32B0.59%
F
FNDASchwab Fundamental U.S. Small Company ETF
95.05%$8.22B0.25%
I
IVOGVanguard S&P Mid Cap 400 Growth ETF
95.05%$990.12M0.15%
F
FSMDFidelity Small Mid Multifactor ETF
95.05%$1.27B0.16%

The ETFs that are correlated to VB - Vanguard Small Cap ETF are SMMD, ESML, MDY, IJH, NUSC

Name
Correlation
AUM
Expense Ratio
S
SMMDiShares Russell 2500 ETF
99.57%$1.22B0.15%
E
ESMLiShares ESG Aware MSCI USA Small Cap ETF
99.56%$1.63B0.17%
M
MDYS&P MidCap 400 ETF
99.30%$20.57B0.24%
I
IJHiShares Core S&P Mid Cap ETF
99.30%$84.21B0.05%
N
NUSCNuveen ESG Small Cap ETF
99.28%$1.02B0.31%
S
SPMDSPDR Portfolio S&P 400 Mid Cap ETF
99.27%$11.42B0.03%
S
SCHMSchwab U.S. Mid Cap ETF
99.23%$10.24B0.04%
S
SCHASchwab U.S. Small Cap ETF
99.22%$15.03B0.04%
I
IVOOVanguard S&P Mid Cap 400 ETF
99.21%$2.34B0.07%
J
JMEETraded Fund Trust JPMorgan Small & Mid Cap Enhanced Equity ETF
99.13%$1.57B0.24%
S
SMLFiShares U.S. Small Cap Equity Factor ETF
98.97%$1.58B0.15%
V
VXFVanguard Extended Market Index ETF
98.96%$18.79B0.05%
X
XJHiShares ESG Select Screened S&P Mid Cap ETF
98.69%$243.46M0.12%
T
TMSLT. Rowe Price Small Mid Cap ETF
98.63%$622.47M0.55%
F
FNXTraded Fund III First Trust Mid Cap Core AlphaDEX Fund
98.63%$1.02B0.6%
F
FSMDFidelity Small Mid Multifactor ETF
98.60%$1.27B0.16%
D
DFASDimensional U.S. Small Cap ETF
98.51%$8.65B0.26%
J
JHMMJohn Hancock Multifactor Mid Cap ETF
98.50%$3.66B0.42%
F
FNDASchwab Fundamental U.S. Small Company ETF
98.48%$8.22B0.25%
I
ISCGiShares Morningstar Small Cap Growth ETF
98.43%$615.25M0.06%

Holding Overlap

GRPM - Invesco S&P MidCap 400 GARP ETF and VB - Vanguard Small Cap ETF have a 60 holding overlap. Which accounts for a 7.4% overlap.

Number of overlapping holdings

60

% of overlapping holdings

7.37%

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Disclaimer

Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

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