CWS vs. MDPL ETF Comparison
Comparison of AdvisorShares Focused Equity ETF (CWS) to Monarch Dividend Plus Index ETF (MDPL)
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.
Grade (RS Rating)
Last Trade
$70.26
Average Daily Volume
13,971
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
MDPL
Monarch Dividend Plus Index ETF
MDPL Description
MPDL tracks an equal-weighted index of 30 dividend-paying US stocks that are expected to provide dividend income and capital appreciation.Grade (RS Rating)
Last Trade
$27.13
Average Daily Volume
4,827
Number of Holdings
*
30
* may have additional holdings in another (foreign) market
Performance
| Period | CWS | MDPL |
|---|---|---|
| 30 Days | 1.64% | 2.63% |
| 60 Days | 2.92% | 2.28% |
| 90 Days | 4.61% | 3.10% |
| 12 Months | 28.16% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CWS | Weight in MDPL | Overlap | |
|---|---|---|---|---|---|
| HSY | F | 3.28% | 3.28% | 3.28% |
CWS Overweight 24 Positions Relative to MDPL
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | B | 6.68% | |
| FI | A | 5.35% | |
| MLR | C | 5.32% | |
| HEI | A | 5.2% | |
| APH | A | 4.89% | |
| AFL | B | 4.57% | |
| SYK | B | 4.3% | |
| MCO | B | 4.15% | |
| ICE | C | 4.12% | |
| COR | B | 4.02% | |
| SLGN | A | 3.96% | |
| ROL | B | 3.86% | |
| INTU | B | 3.78% | |
| BR | A | 3.77% | |
| OTIS | C | 3.73% | |
| AGM | B | 3.63% | |
| FDS | B | 3.54% | |
| ABT | B | 3.54% | |
| AWK | C | 3.39% | |
| SAIC | F | 3.38% | |
| MGRC | B | 3.38% | |
| TMO | F | 3.36% | |
| PII | F | 2.38% | |
| CE | F | 1.6% |
CWS Underweight 29 Positions Relative to MDPL
| Symbol | Grade | Weight | |
|---|---|---|---|
| OVV | B | -3.53% | |
| TAP | C | -3.52% | |
| OC | A | -3.47% | |
| GPC | D | -3.44% | |
| CVS | D | -3.42% | |
| CI | D | -3.41% | |
| FANG | C | -3.39% | |
| DG | F | -3.39% | |
| JNJ | C | -3.37% | |
| AMCR | C | -3.36% | |
| WTW | B | -3.35% | |
| CABO | B | -3.34% | |
| ALSN | B | -3.34% | |
| SSNC | B | -3.33% | |
| SON | F | -3.33% | |
| CMCSA | B | -3.32% | |
| NXST | C | -3.31% | |
| MKTX | D | -3.3% | |
| RGLD | C | -3.3% | |
| G | B | -3.29% | |
| KR | B | -3.28% | |
| GPK | C | -3.26% | |
| SJM | D | -3.24% | |
| CTSH | B | -3.24% | |
| STLD | B | -3.21% | |
| ELV | F | -3.21% | |
| MRK | D | -3.18% | |
| CAG | F | -3.17% | |
| IPG | D | -3.12% |
CWS: Top Represented Industries & Keywords
Industries:
Business Services
Capital Markets
Medical Devices
Aerospace & Defense
Auto Parts
Chemicals
Confectioners
Credit Services
Diagnostics & Research
Electronic Components
Financial Data & Stock Exchanges
Information Technology Services
Insurance - Life
Medical Distribution
Packaging & Containers
Recreational Vehicles
Rental & Leasing Services
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
MDPL: Top Represented Industries & Keywords
Industries:
Health Care Plans
Packaging & Containers
Drug Manufacturers - Major
Oil & Gas E&P
Packaged Foods
Advertising Agencies
Auto Parts
Beverages - Brewers
Broadcasting - TV
Building Materials
Business Services
Capital Markets
Confectioners
Discount Stores
Gold
Grocery Stores
Information Technology Services
Insurance Brokers
Pay TV
Software - Infrastructure
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