MDCP vs. EQTY ETF Comparison
Comparison of VictoryShares THB Mid Cap ESG ETF (MDCP) to Kovitz Core Equity ETF (EQTY)
MDCP
VictoryShares THB Mid Cap ESG ETF
MDCP Description
Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. The fund invests in public equity markets across global region. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies, within the market capitalization range of the Russell Mid Cap Index. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. The fund does not invest in companies operating across manufacture of complete tobacco products, cluster munitions, thermal coal and fossil fuels sectors. It employs internal, external and proprietary research to create its portfolio. Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$29.51
Average Daily Volume
1,608
30
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$23.18
Average Daily Volume
39,751
10
Performance
Period | MDCP | EQTY |
---|---|---|
30 Days | 1.80% | 2.16% |
60 Days | 7.08% | 8.08% |
90 Days | 10.44% | 6.28% |
12 Months | 27.45% | 30.37% |
1 Overlapping Holdings
Symbol | Grade | Weight in MDCP | Weight in EQTY | Overlap | |
---|---|---|---|---|---|
KEYS | B | 4.04% | 4.18% | 4.04% |
MDCP Overweight 29 Positions Relative to EQTY
Symbol | Grade | Weight | |
---|---|---|---|
NVR | A | 4.68% | |
DHI | C | 4.63% | |
HLI | C | 3.99% | |
CSL | A | 3.98% | |
BRO | A | 3.92% | |
WAB | A | 3.85% | |
INGR | A | 3.82% | |
POOL | B | 3.75% | |
CHE | C | 3.61% | |
FAST | B | 3.6% | |
CF | A | 3.56% | |
TDY | A | 3.56% | |
PTC | D | 3.54% | |
NEU | F | 3.44% | |
ROST | C | 3.42% | |
EME | C | 3.29% | |
CACI | A | 3.23% | |
CASY | D | 3.2% | |
HEI | A | 3.14% | |
GGG | B | 3.11% | |
HOLX | D | 3.1% | |
WST | D | 3.01% | |
SSD | B | 2.54% | |
ROL | B | 2.52% | |
ODFL | D | 2.51% | |
TTC | D | 2.36% | |
LECO | D | 2.32% | |
XYL | C | 2.21% | |
LSTR | D | 2.05% |
MDCP: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords