MVFD vs. CALF ETF Comparison
Comparison of Monarch Volume Factor Dividend Tree Index ETF (MVFD) to Pacer US Small Cap Cash Cows 100 ETF (CALF)
MVFD
Monarch Volume Factor Dividend Tree Index ETF
MVFD Description
MVFD focuses on equities demonstrating strong cash flow and dividend potential, shifting towards fixed income ETFs linked to US Treasurys in unfavorable cash flow scenarios. The fund seeks to mirror the performance of its target index, comprised of 40 equally weighted stocks selected for their financial health and income-producing ability, alongside up to 5 fixed income ETFs. Driving its selection process is the proprietary Volume Factor methodology, which examines stocks by analyzing the dynamics between market volume and price. This analysis is facilitated by a distinctive volume-price confirmation indicator. Evaluating a broad pool of 3,000 U.S. stocks, the methodology generates a composite score to rank and ensure that only the top-performing equities under positive financial conditions are chosen. MVFDs strategy aims for adaptability, modifying its equity-to-fixed income ratio based on prevailing financial trends. Furthermore, the index undergoes quarterly reconstitution to realign with market changes, optimizing the funds portfolio composition accordingly.
Grade (RS Rating)
Last Trade
$27.52
Average Daily Volume
6,200
39
CALF
Pacer US Small Cap Cash Cows 100 ETF
CALF Description
The investment seeks to track the total return performance, before fees and expenses, of the Pacer US Small Cap Cash Cows Index (the index). Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in the component securities of the index. The index uses an objective, rules-based methodology to provide exposure to small-capitalization U.S. companies with high free cash flow yields.Grade (RS Rating)
Last Trade
$47.04
Average Daily Volume
1,238,266
95
Performance
| Period | MVFD | CALF |
|---|---|---|
| 30 Days | 3.81% | 2.91% |
| 60 Days | 6.09% | 0.90% |
| 90 Days | 7.28% | 1.99% |
| 12 Months | 9.81% |
MVFD Overweight 35 Positions Relative to CALF
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | 3.74% | |
| FOX | A | 3.57% | |
| FOXA | A | 3.36% | |
| HLNE | B | 3.3% | |
| BKH | A | 3.08% | |
| VOYA | B | 3.0% | |
| JHG | B | 2.92% | |
| ADTN | A | 2.85% | |
| ABM | B | 2.85% | |
| QCOM | F | 2.71% | |
| NYT | D | 2.62% | |
| SR | A | 2.59% | |
| EXPD | C | 2.47% | |
| PM | B | 2.36% | |
| LPX | B | 2.35% | |
| RHI | C | 2.35% | |
| MEI | F | 2.33% | |
| SEM | B | 2.31% | |
| AFL | B | 2.27% | |
| CCK | D | 2.23% | |
| GILD | C | 2.18% | |
| CHRD | D | 2.17% | |
| NTAP | C | 2.14% | |
| CL | D | 2.13% | |
| SSNC | B | 2.12% | |
| AMKR | D | 2.08% | |
| CME | B | 2.07% | |
| WD | D | 2.05% | |
| NRG | B | 2.04% | |
| ALLY | C | 2.04% | |
| TTC | C | 1.93% | |
| EXPI | D | 1.9% | |
| KBH | D | 1.87% | |
| ADM | D | 1.86% | |
| BCO | F | 1.7% |
MVFD Underweight 91 Positions Relative to CALF
| Symbol | Grade | Weight | |
|---|---|---|---|
| SKYW | C | -2.63% | |
| BTU | B | -2.38% | |
| HBI | B | -2.19% | |
| SM | B | -2.1% | |
| AMR | C | -2.04% | |
| SIG | B | -2.04% | |
| DXC | B | -2.01% | |
| SLVM | B | -2.01% | |
| CEIX | A | -1.9% | |
| ANDE | D | -1.86% | |
| ETSY | D | -1.83% | |
| PTEN | C | -1.8% | |
| KSS | F | -1.75% | |
| KTB | B | -1.69% | |
| GIII | D | -1.62% | |
| CALM | A | -1.53% | |
| XRX | F | -1.51% | |
| ARCH | B | -1.5% | |
| VSTO | A | -1.49% | |
| SCSC | C | -1.46% | |
| NSIT | F | -1.44% | |
| LCII | C | -1.44% | |
| LBRT | D | -1.32% | |
| ALKS | C | -1.31% | |
| POWL | C | -1.31% | |
| ASO | F | -1.3% | |
| PATK | C | -1.29% | |
| CVI | F | -1.27% | |
| IDCC | B | -1.25% | |
| PLUS | F | -1.19% | |
| ADNT | F | -1.17% | |
| KFY | B | -1.16% | |
| ATGE | B | -1.15% | |
| CENT | C | -1.09% | |
| YELP | C | -1.09% | |
| HUBG | A | -1.04% | |
| HP | C | -1.04% | |
| LEG | F | -1.04% | |
| BHE | C | -1.01% | |
| LPG | F | -1.0% | |
| PHIN | A | -0.98% | |
| PINC | B | -0.93% | |
| DNOW | B | -0.92% | |
| MLKN | F | -0.92% | |
| BKE | B | -0.88% | |
| PCRX | C | -0.88% | |
| FTRE | D | -0.85% | |
| COLL | F | -0.84% | |
| WGO | C | -0.79% | |
| PTGX | D | -0.79% | |
| RES | D | -0.76% | |
| GES | F | -0.75% | |
| HELE | C | -0.74% | |
| WOR | F | -0.71% | |
| SUPN | C | -0.71% | |
| APOG | C | -0.71% | |
| HRMY | D | -0.7% | |
| ROCK | C | -0.7% | |
| CPRX | C | -0.68% | |
| PARR | F | -0.65% | |
| PRDO | B | -0.64% | |
| HLX | B | -0.63% | |
| OMCL | C | -0.63% | |
| PLAB | C | -0.62% | |
| PUMP | C | -0.6% | |
| INVA | D | -0.6% | |
| DXPE | C | -0.56% | |
| CNXN | C | -0.56% | |
| FOXF | F | -0.56% | |
| KN | B | -0.52% | |
| IRWD | F | -0.52% | |
| CLW | F | -0.52% | |
| CAL | F | -0.51% | |
| NTCT | C | -0.5% | |
| CARS | C | -0.5% | |
| TRIP | F | -0.49% | |
| HSII | B | -0.47% | |
| PGNY | F | -0.37% | |
| ANIP | F | -0.36% | |
| SCVL | F | -0.35% | |
| MTUS | C | -0.31% | |
| TWI | F | -0.31% | |
| ETD | C | -0.25% | |
| LQDT | B | -0.24% | |
| USNA | C | -0.24% | |
| THRY | D | -0.24% | |
| PRLB | B | -0.24% | |
| SCHL | F | -0.23% | |
| REX | D | -0.22% | |
| IIIN | C | -0.21% | |
| KELYA | F | -0.2% |
MVFD: Top Represented Industries & Keywords
CALF: Top Represented Industries & Keywords
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