LGH vs. MVFG ETF Comparison
Comparison of HCM Defender 500 Index ETF (LGH) to Monarch Volume Factor Global Unconstrained Index ETF (MVFG)
LGH
HCM Defender 500 Index ETF
LGH Description
The investment seeks to provide investment results that correspond, before fees and expenses, generally to the performance of the HCM Defender 500 Index (the HCM 500 index). The fund seeks to achieve its investment objective by investing at least 80% of its net assets, including borrowings for investment purposes but exclusive of collateral held from securities lending, in securities included in the HCM 500 index. The HCM 500 index seeks to outperform the Solactive US Large Cap Index using a proprietary methodology.
Grade (RS Rating)
Last Trade
$53.04
Average Daily Volume
22,066
Number of Holdings
*
452
* may have additional holdings in another (foreign) market
MVFG
Monarch Volume Factor Global Unconstrained Index ETF
MVFG Description
MVFG is a fund of fund, emphasizing equity ETFs with strong cash flow and adjusting towards treasury ETFs during cash flow challenges. The fund seeks to replicate the performance of its target index, composed of up to 25 equally weighted equity ETFs selected for financial health, alongside treasury ETFs as necessary. Screening US-listed equity ETFs with global exposure, including emerging markets, the fund adheres to specific criteria like no leverage, non-inverse fund structure, assets over $50 million, and a trading history of at least two years. Following the proprietary Volume Factor methodology, it identifies sectors with positive cash flow dynamics. MVFG's adaptable strategy involves adjusting sector allocations in response to financial trends, ensuring a proportional representation of index securities. During market downturns, the fund may increase exposure to treasury ETFs while rebalancing sector weightings to navigate evolving market conditions. MVFG focuses on global market intricacies and aims for diversified positive cash flow strategies.Grade (RS Rating)
Last Trade
$27.39
Average Daily Volume
6,266
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
| Period | LGH | MVFG |
|---|---|---|
| 30 Days | 2.26% | -0.14% |
| 60 Days | 5.85% | 0.72% |
| 90 Days | 7.34% | 1.08% |
| 12 Months | 36.69% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LGH | Weight in MVFG | Overlap |
|---|
LGH Overweight 452 Positions Relative to MVFG
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPXL | B | 18.6% | |
| NVDA | B | 7.02% | |
| AAPL | C | 6.46% | |
| MSFT | D | 6.13% | |
| AMZN | C | 3.73% | |
| META | D | 2.45% | |
| GOOGL | C | 1.98% | |
| GOOG | C | 1.72% | |
| TSLA | B | 1.7% | |
| AVGO | D | 1.43% | |
| LLY | F | 1.29% | |
| JPM | A | 1.28% | |
| BRK.A | B | 1.15% | |
| UNH | B | 1.04% | |
| XOM | B | 0.99% | |
| V | A | 0.93% | |
| MA | B | 0.74% | |
| JNJ | C | 0.62% | |
| COST | A | 0.59% | |
| HD | B | 0.58% | |
| PG | C | 0.57% | |
| WMT | A | 0.5% | |
| NFLX | A | 0.48% | |
| BAC | A | 0.46% | |
| ABBV | F | 0.44% | |
| CRM | B | 0.44% | |
| ORCL | A | 0.41% | |
| CVX | A | 0.38% | |
| WFC | A | 0.37% | |
| MRK | D | 0.36% | |
| KO | D | 0.35% | |
| ACN | B | 0.34% | |
| CSCO | B | 0.34% | |
| AMD | F | 0.33% | |
| ADBE | C | 0.33% | |
| PEP | F | 0.32% | |
| LIN | C | 0.31% | |
| MCD | D | 0.31% | |
| TMO | F | 0.3% | |
| NOW | A | 0.29% | |
| ABT | B | 0.29% | |
| GS | A | 0.28% | |
| PM | B | 0.28% | |
| ISRG | A | 0.27% | |
| CAT | B | 0.27% | |
| TXN | C | 0.27% | |
| IBM | C | 0.27% | |
| GE | D | 0.27% | |
| INTU | B | 0.26% | |
| CMCSA | B | 0.26% | |
| QCOM | F | 0.25% | |
| DIS | B | 0.25% | |
| RTX | D | 0.25% | |
| BKNG | A | 0.24% | |
| VZ | C | 0.24% | |
| MS | A | 0.24% | |
| AMGN | F | 0.23% | |
| T | A | 0.23% | |
| DHR | F | 0.23% | |
| AXP | A | 0.23% | |
| HON | C | 0.22% | |
| SPGI | C | 0.22% | |
| NEE | C | 0.22% | |
| PFE | F | 0.22% | |
| LOW | C | 0.22% | |
| AMAT | F | 0.21% | |
| PGR | A | 0.21% | |
| ETN | A | 0.2% | |
| LMT | D | 0.2% | |
| UNP | C | 0.2% | |
| COP | C | 0.19% | |
| TJX | A | 0.19% | |
| UBER | F | 0.19% | |
| ADP | A | 0.18% | |
| SYK | B | 0.18% | |
| BX | A | 0.18% | |
| VRTX | D | 0.18% | |
| BSX | A | 0.18% | |
| BMY | B | 0.18% | |
| FI | A | 0.18% | |
| C | A | 0.18% | |
| TMUS | B | 0.17% | |
| GILD | C | 0.17% | |
| MDT | D | 0.17% | |
| SBUX | A | 0.16% | |
| CB | C | 0.16% | |
| PANW | B | 0.16% | |
| MMC | B | 0.15% | |
| SCHW | B | 0.15% | |
| PLD | F | 0.15% | |
| PLTR | B | 0.15% | |
| ADI | D | 0.15% | |
| MU | D | 0.15% | |
| ELV | F | 0.14% | |
| UPS | C | 0.14% | |
| MO | A | 0.14% | |
| INTC | C | 0.14% | |
| DE | B | 0.14% | |
| CI | D | 0.14% | |
| TT | A | 0.13% | |
| MDLZ | F | 0.13% | |
| WM | B | 0.13% | |
| LRCX | F | 0.13% | |
| ANET | C | 0.13% | |
| PYPL | B | 0.13% | |
| AMT | C | 0.13% | |
| SO | C | 0.13% | |
| KKR | A | 0.13% | |
| NKE | F | 0.13% | |
| APH | A | 0.12% | |
| GEV | B | 0.12% | |
| ICE | C | 0.12% | |
| REGN | F | 0.12% | |
| MCK | A | 0.12% | |
| KLAC | F | 0.12% | |
| GM | C | 0.12% | |
| PNC | B | 0.12% | |
| DUK | C | 0.12% | |
| SHW | B | 0.12% | |
| PH | A | 0.12% | |
| HCA | F | 0.11% | |
| MRVL | B | 0.11% | |
| CME | B | 0.11% | |
| CRWD | B | 0.11% | |
| CDNS | B | 0.11% | |
| CL | D | 0.11% | |
| SNPS | B | 0.11% | |
| NOC | D | 0.11% | |
| MSI | B | 0.11% | |
| BA | F | 0.11% | |
| EQIX | A | 0.11% | |
| ITW | B | 0.11% | |
| ZTS | D | 0.11% | |
| CMG | B | 0.1% | |
| MMM | D | 0.1% | |
| GD | D | 0.1% | |
| CSX | C | 0.1% | |
| WELL | A | 0.1% | |
| TTD | B | 0.1% | |
| COF | C | 0.1% | |
| MAR | A | 0.1% | |
| TGT | F | 0.1% | |
| WMB | A | 0.1% | |
| CVS | D | 0.1% | |
| BDX | F | 0.1% | |
| EMR | B | 0.1% | |
| ORLY | B | 0.1% | |
| AON | A | 0.1% | |
| CEG | C | 0.1% | |
| MCO | B | 0.1% | |
| USB | A | 0.1% | |
| CTAS | B | 0.1% | |
| EOG | A | 0.1% | |
| SPG | A | 0.09% | |
| HLT | A | 0.09% | |
| SLB | C | 0.09% | |
| ECL | D | 0.09% | |
| APD | A | 0.09% | |
| TFC | A | 0.09% | |
| FDX | B | 0.09% | |
| MPC | D | 0.09% | |
| FCX | F | 0.09% | |
| AJG | A | 0.09% | |
| ADSK | A | 0.09% | |
| CARR | C | 0.09% | |
| OKE | A | 0.09% | |
| APO | B | 0.09% | |
| COIN | C | 0.09% | |
| FTNT | C | 0.09% | |
| MET | A | 0.08% | |
| URI | C | 0.08% | |
| ABNB | C | 0.08% | |
| DLR | B | 0.08% | |
| PSX | C | 0.08% | |
| AMP | A | 0.08% | |
| ROP | B | 0.08% | |
| KMI | A | 0.08% | |
| TDG | D | 0.08% | |
| JCI | B | 0.08% | |
| VRT | B | 0.08% | |
| SRE | A | 0.08% | |
| PCAR | B | 0.08% | |
| BK | A | 0.08% | |
| TRV | B | 0.08% | |
| AFL | B | 0.08% | |
| NSC | B | 0.08% | |
| CPRT | B | 0.07% | |
| AEP | C | 0.07% | |
| KR | B | 0.07% | |
| PRU | A | 0.07% | |
| FAST | B | 0.07% | |
| CMI | A | 0.07% | |
| LNG | A | 0.07% | |
| RCL | A | 0.07% | |
| LHX | C | 0.07% | |
| VLO | C | 0.07% | |
| PCG | A | 0.07% | |
| FICO | B | 0.07% | |
| FIS | C | 0.07% | |
| D | C | 0.07% | |
| DASH | B | 0.07% | |
| SQ | A | 0.07% | |
| AZO | C | 0.07% | |
| WDAY | B | 0.07% | |
| ALL | A | 0.07% | |
| DHI | F | 0.07% | |
| AIG | B | 0.07% | |
| PSA | C | 0.07% | |
| NUE | C | 0.06% | |
| RSG | A | 0.06% | |
| XEL | A | 0.06% | |
| SYY | D | 0.06% | |
| VMC | B | 0.06% | |
| LEN | D | 0.06% | |
| EW | C | 0.06% | |
| TEAM | A | 0.06% | |
| VRSK | A | 0.06% | |
| PEG | A | 0.06% | |
| VEEV | C | 0.06% | |
| DFS | B | 0.06% | |
| EA | A | 0.06% | |
| OTIS | C | 0.06% | |
| CCI | C | 0.06% | |
| KVUE | A | 0.06% | |
| COR | B | 0.06% | |
| CTSH | B | 0.06% | |
| KMB | C | 0.06% | |
| A | D | 0.06% | |
| GWW | B | 0.06% | |
| BKR | A | 0.06% | |
| ODFL | C | 0.06% | |
| AME | A | 0.06% | |
| PAYX | B | 0.06% | |
| F | C | 0.06% | |
| CBRE | B | 0.06% | |
| TRGP | A | 0.06% | |
| CTVA | C | 0.06% | |
| MSCI | C | 0.06% | |
| ROST | D | 0.06% | |
| HWM | A | 0.06% | |
| PWR | A | 0.06% | |
| CNC | D | 0.05% | |
| TPL | A | 0.05% | |
| VICI | C | 0.05% | |
| OXY | D | 0.05% | |
| ALNY | D | 0.05% | |
| EXR | C | 0.05% | |
| HPQ | B | 0.05% | |
| AVB | B | 0.05% | |
| RMD | C | 0.05% | |
| IDXX | F | 0.05% | |
| WAB | B | 0.05% | |
| ACGL | C | 0.05% | |
| SNOW | B | 0.05% | |
| MCHP | F | 0.05% | |
| GLW | B | 0.05% | |
| DDOG | A | 0.05% | |
| DD | C | 0.05% | |
| HUM | C | 0.05% | |
| MTB | A | 0.05% | |
| GRMN | B | 0.05% | |
| NEM | D | 0.05% | |
| EFX | F | 0.05% | |
| DELL | B | 0.05% | |
| CHTR | C | 0.05% | |
| YUM | D | 0.05% | |
| DAL | B | 0.05% | |
| FITB | B | 0.05% | |
| IR | B | 0.05% | |
| IQV | F | 0.05% | |
| EXC | C | 0.05% | |
| IT | C | 0.05% | |
| GIS | D | 0.05% | |
| MLM | C | 0.05% | |
| O | C | 0.05% | |
| STZ | D | 0.05% | |
| HES | B | 0.05% | |
| AXON | A | 0.05% | |
| HIG | B | 0.05% | |
| CSL | C | 0.04% | |
| BR | A | 0.04% | |
| WY | F | 0.04% | |
| TROW | B | 0.04% | |
| HBAN | A | 0.04% | |
| BIIB | F | 0.04% | |
| RF | A | 0.04% | |
| PPL | A | 0.04% | |
| AWK | C | 0.04% | |
| KEYS | A | 0.04% | |
| EQR | C | 0.04% | |
| MTD | F | 0.04% | |
| CDW | F | 0.04% | |
| HPE | B | 0.04% | |
| HAL | C | 0.04% | |
| DXCM | C | 0.04% | |
| FANG | C | 0.04% | |
| TSCO | D | 0.04% | |
| HSY | F | 0.04% | |
| PPG | F | 0.04% | |
| ADM | D | 0.04% | |
| STT | B | 0.04% | |
| FTV | C | 0.04% | |
| LDOS | C | 0.04% | |
| CSGP | D | 0.04% | |
| IRM | C | 0.04% | |
| NET | B | 0.04% | |
| CAH | B | 0.04% | |
| ANSS | B | 0.04% | |
| MPWR | F | 0.04% | |
| TTWO | A | 0.04% | |
| WEC | A | 0.04% | |
| NDAQ | A | 0.04% | |
| VTR | B | 0.04% | |
| ETR | B | 0.04% | |
| DOV | A | 0.04% | |
| MNST | C | 0.04% | |
| GEHC | D | 0.04% | |
| HUBS | A | 0.04% | |
| EBAY | D | 0.04% | |
| ILMN | C | 0.04% | |
| ON | D | 0.04% | |
| PHM | D | 0.04% | |
| XYL | D | 0.04% | |
| DOW | F | 0.04% | |
| GDDY | A | 0.04% | |
| WTW | B | 0.04% | |
| KDP | F | 0.04% | |
| ROK | C | 0.04% | |
| GPN | B | 0.04% | |
| RJF | A | 0.04% | |
| ED | C | 0.04% | |
| EIX | B | 0.04% | |
| CMS | C | 0.03% | |
| DGX | A | 0.03% | |
| ULTA | F | 0.03% | |
| LNT | A | 0.03% | |
| ZBRA | B | 0.03% | |
| CLX | A | 0.03% | |
| CFG | B | 0.03% | |
| TER | F | 0.03% | |
| CTRA | B | 0.03% | |
| BALL | F | 0.03% | |
| PFG | D | 0.03% | |
| MDB | B | 0.03% | |
| ATO | A | 0.03% | |
| MAA | B | 0.03% | |
| TRU | D | 0.03% | |
| PINS | F | 0.03% | |
| STLD | B | 0.03% | |
| WRB | A | 0.03% | |
| TSN | B | 0.03% | |
| LPLA | A | 0.03% | |
| FSLR | F | 0.03% | |
| STX | C | 0.03% | |
| OMC | C | 0.03% | |
| BAX | F | 0.03% | |
| ESS | B | 0.03% | |
| RBLX | C | 0.03% | |
| MAS | D | 0.03% | |
| ZM | C | 0.03% | |
| LUV | C | 0.03% | |
| BBY | D | 0.03% | |
| ZBH | C | 0.03% | |
| MKL | A | 0.03% | |
| INVH | D | 0.03% | |
| BAH | F | 0.03% | |
| TYL | B | 0.03% | |
| WDC | D | 0.03% | |
| STE | D | 0.03% | |
| VLTO | C | 0.03% | |
| DRI | B | 0.03% | |
| HUBB | B | 0.03% | |
| DECK | A | 0.03% | |
| SYF | B | 0.03% | |
| LYB | F | 0.03% | |
| ES | C | 0.03% | |
| CBOE | C | 0.03% | |
| CINF | A | 0.03% | |
| EXPE | B | 0.03% | |
| NTRS | A | 0.03% | |
| WAT | C | 0.03% | |
| PKG | A | 0.03% | |
| BRO | B | 0.03% | |
| WST | C | 0.03% | |
| K | A | 0.03% | |
| FE | C | 0.03% | |
| WBD | B | 0.03% | |
| LH | B | 0.03% | |
| UAL | A | 0.03% | |
| NTAP | C | 0.03% | |
| CPAY | A | 0.03% | |
| AEE | A | 0.03% | |
| CHD | A | 0.03% | |
| TDY | B | 0.03% | |
| ARES | A | 0.03% | |
| DTE | C | 0.03% | |
| KHC | F | 0.03% | |
| SBAC | D | 0.03% | |
| PTC | B | 0.03% | |
| IFF | D | 0.03% | |
| NVR | D | 0.03% | |
| DVN | F | 0.03% | |
| JKHY | D | 0.02% | |
| BMRN | F | 0.02% | |
| AVTR | F | 0.02% | |
| AKAM | D | 0.02% | |
| BG | D | 0.02% | |
| EVRG | A | 0.02% | |
| RPM | A | 0.02% | |
| DLTR | F | 0.02% | |
| KIM | A | 0.02% | |
| EL | F | 0.02% | |
| VTRS | A | 0.02% | |
| SSNC | B | 0.02% | |
| RVTY | F | 0.02% | |
| SWKS | F | 0.02% | |
| CAG | F | 0.02% | |
| EXPD | C | 0.02% | |
| SWK | D | 0.02% | |
| LVS | B | 0.02% | |
| POOL | C | 0.02% | |
| JBL | C | 0.02% | |
| FDS | B | 0.02% | |
| MRNA | F | 0.02% | |
| DG | F | 0.02% | |
| SUI | C | 0.02% | |
| SMCI | F | 0.02% | |
| CF | A | 0.02% | |
| GEN | B | 0.02% | |
| J | D | 0.02% | |
| JBHT | C | 0.02% | |
| ALGN | D | 0.02% | |
| HOLX | D | 0.02% | |
| ENTG | D | 0.02% | |
| CNP | A | 0.02% | |
| EQT | B | 0.02% | |
| ARE | F | 0.02% | |
| DPZ | C | 0.02% | |
| MRO | B | 0.02% | |
| AVY | F | 0.02% | |
| TXT | D | 0.02% | |
| IEX | C | 0.02% | |
| KEY | B | 0.02% | |
| IP | A | 0.02% | |
| PODD | C | 0.02% | |
| TRMB | B | 0.02% | |
| VRSN | C | 0.02% | |
| MKC | C | 0.02% | |
| MOH | F | 0.02% | |
| GPC | D | 0.02% | |
| RS | B | 0.02% | |
| WPC | C | 0.01% |
LGH: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Business Services
Diversified Industrials
Diagnostics & Research
Semiconductors
Asset Management
Banks - Regional - US
Capital Markets
Drug Manufacturers - Major
Oil & Gas E&P
Aerospace & Defense
Medical Devices
Specialty Chemicals
Specialty Retail
Credit Services
Health Care Plans
Household & Personal Products
Insurance - Property & Casualty
Medical Instruments & Supplies
MVFG: Top Represented Industries & Keywords
Industries:
Keywords:
ETF
Exchange Traded Fund
Stock Market Index
Index Fund
Real Estate Investment Trust
Csi
Invesco Powershares
Midcap
Csi 300 Index
Cybersecurity
Dividend
Dividend Yield
Dow Jones Industrial Average Index
Exchange Traded Funds
Fundamentally Based Indexes
Internet Index
Invesco
Investment Management
Investment Trust
Msci Kld 400 Social Index
Compare ETFs
