MDPL vs. DIVZ ETF Comparison
Comparison of Monarch Dividend Plus Index ETF (MDPL) to TrueShares Low Volatility Equity Income ETF (DIVZ)
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
DIVZ
TrueShares Low Volatility Equity Income ETF
DIVZ Description
The investment seeks to provide capital appreciation with lower volatility and a higher dividend yield compared to the S&P 500 Index. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing 25-35 stocks of companies that pay dividends and expect to grow the dividends over time and are trading at attractive valuations at the time of the investment. Under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, will be invested in equity securities, including common stocks and American Depositary Receipts (ADRs). The fund is non-diversified.Grade (RS Rating)
Last Trade
$34.00
Average Daily Volume
17,889
Number of Holdings
*
29
* may have additional holdings in another (foreign) market
Performance
| Period | MDPL | DIVZ |
|---|---|---|
| 30 Days | 2.63% | 2.15% |
| 60 Days | 2.28% | 4.30% |
| 90 Days | 3.10% | 5.66% |
| 12 Months | 26.66% |
MDPL Overweight 27 Positions Relative to DIVZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| OVV | B | 3.53% | |
| TAP | C | 3.52% | |
| OC | A | 3.47% | |
| CVS | D | 3.42% | |
| CI | D | 3.41% | |
| FANG | C | 3.39% | |
| DG | F | 3.39% | |
| 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% |
MDPL Underweight 26 Positions Relative to DIVZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| BTI | B | -4.64% | |
| PM | B | -4.49% | |
| UNH | B | -4.43% | |
| KMI | A | -4.34% | |
| OWL | A | -4.27% | |
| VZ | C | -4.21% | |
| XOM | B | -3.94% | |
| UPS | C | -3.52% | |
| C | A | -3.48% | |
| MDT | D | -3.45% | |
| NEE | C | -3.36% | |
| APD | A | -3.22% | |
| KVUE | A | -3.15% | |
| KO | D | -2.99% | |
| D | C | -2.88% | |
| CVX | A | -2.8% | |
| AEP | C | -2.74% | |
| ORCL | A | -2.54% | |
| PEP | F | -2.49% | |
| LMT | D | -2.48% | |
| GS | A | -2.46% | |
| MS | A | -2.43% | |
| SCHW | B | -2.14% | |
| AVGO | D | -2.08% | |
| EOG | A | -1.89% | |
| PFE | F | -1.76% |
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
DIVZ: Top Represented Industries & Keywords
Industries:
Capital Markets
Beverages - Soft Drinks
Drug Manufacturers - Major
Oil & Gas Integrated
Tobacco
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global
Chemicals
Confectioners
Health Care Plans
Household & Personal Products
Integrated Shipping & Logistics
Medical Devices
Oil & Gas E&P
Oil & Gas Midstream
Semiconductors
Software - Infrastructure
Specialty Retail
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