MDPL vs. BUSA ETF Comparison
Comparison of Monarch Dividend Plus Index ETF (MDPL) to Brandes U.S. Value ETF (BUSA)
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
$26.56
Average Daily Volume
5,001
Number of Holdings
*
30
* may have additional holdings in another (foreign) market
BUSA
Brandes U.S. Value ETF
BUSA Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to attain its investment objective by investing primarily in equity securities of U.S. companies. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes), measured at the time of purchase, in securities of U.S. companies.Grade (RS Rating)
Last Trade
$32.80
Average Daily Volume
24,488
Number of Holdings
*
55
* may have additional holdings in another (foreign) market
Performance
Period | MDPL | BUSA |
---|---|---|
30 Days | -1.40% | 1.21% |
60 Days | 0.13% | 4.09% |
90 Days | 2.28% | 5.52% |
12 Months | 26.83% |
MDPL Overweight 22 Positions Relative to BUSA
MDPL Underweight 47 Positions Relative to BUSA
Symbol | Grade | Weight | |
---|---|---|---|
FI | A | -3.44% | |
WFC | A | -3.24% | |
CVX | A | -3.21% | |
MCK | A | -3.03% | |
BAC | A | -2.77% | |
FLEX | B | -2.63% | |
PNC | B | -2.57% | |
DOX | D | -2.56% | |
GOOG | B | -2.39% | |
C | B | -2.37% | |
TXT | D | -2.17% | |
FDX | B | -2.16% | |
CTVA | C | -2.13% | |
OMC | C | -2.12% | |
JPM | A | -2.11% | |
HAL | C | -2.04% | |
EMR | A | -2.04% | |
INGR | B | -1.99% | |
BK | B | -1.93% | |
WRB | B | -1.87% | |
SNY | F | -1.85% | |
HCA | F | -1.75% | |
PFE | F | -1.73% | |
AIG | C | -1.57% | |
CAH | B | -1.57% | |
ETR | A | -1.51% | |
KVUE | A | -1.5% | |
LH | B | -1.5% | |
ACGL | D | -1.47% | |
MU | D | -1.42% | |
AZO | C | -1.42% | |
GTES | A | -1.3% | |
STT | B | -1.27% | |
JCI | B | -1.22% | |
LKQ | F | -1.17% | |
KNX | B | -1.1% | |
WKC | D | -1.08% | |
CSCO | B | -1.06% | |
TFC | A | -1.05% | |
OMF | A | -1.02% | |
SYY | D | -0.99% | |
GD | D | -0.99% | |
SLB | C | -0.99% | |
BRK.A | B | -0.95% | |
MHK | D | -0.87% | |
OTEX | F | -0.55% | |
QRVO | F | -0.5% |
MDPL: Top Represented Industries & Keywords
Industries:
Health Care Plans
Oil & Gas E&P
Packaging & Containers
Drug Manufacturers - Major
Packaged Foods
Auto Parts
Beverages - Brewers
Broadcasting - TV
Building Materials
Business Services
Capital Markets
Discount Stores
Gold
Grocery Stores
Information Technology Services
Insurance Brokers
Pay TV
Semiconductors
Software - Infrastructure
Specialty Retail
BUSA: Top Represented Industries & Keywords
Industries:
Banks - Global
Drug Manufacturers - Major
Insurance - Diversified
Aerospace & Defense
Asset Management
Banks - Regional - US
Diversified Industrials
Health Care Plans
Medical Distribution
Oil & Gas Equipment & Services
Software - Infrastructure
Advertising Agencies
Agricultural Inputs
Auto Parts
Business Services
Communication Equipment
Contract Manufacturers
Credit Services
Diagnostics & Research
Engineering & Construction