MVFD vs. EVX ETF Comparison
Comparison of Monarch Volume Factor Dividend Tree Index ETF (MVFD) to Market Vectors Environment Index ETF Fund (EVX)
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
$27.06
Average Daily Volume
5,547
39
EVX
Market Vectors Environment Index ETF Fund
EVX Description
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the NYSE Arca Environmental Services Index (the "Environmental Services Index"). The fund normally invests at least 80% of its total assets in common stocks and American depositary receipts ("ADRs") of companies involved in the environmental services industry. It is non-diversified.Grade (RS Rating)
Last Trade
$183.52
Average Daily Volume
1,370
20
Performance
| Period | MVFD | EVX |
|---|---|---|
| 30 Days | 0.80% | 0.04% |
| 60 Days | 4.96% | 1.98% |
| 90 Days | 6.98% | 5.07% |
| 12 Months | 28.94% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MVFD | Weight in EVX | Overlap | |
|---|---|---|---|---|---|
| ABM | B | 2.91% | 4.24% | 2.91% |
MVFD Overweight 38 Positions Relative to EVX
| Symbol | Grade | Weight | |
|---|---|---|---|
| TGNA | B | 3.73% | |
| MO | A | 3.49% | |
| FOX | A | 3.41% | |
| FOXA | A | 3.25% | |
| HLNE | A | 3.21% | |
| MATX | B | 2.96% | |
| VOYA | A | 2.95% | |
| ADTN | A | 2.88% | |
| JHG | A | 2.86% | |
| BKH | A | 2.86% | |
| QCOM | F | 2.8% | |
| MLI | B | 2.75% | |
| NYT | D | 2.73% | |
| MEI | F | 2.56% | |
| EXPD | D | 2.42% | |
| RHI | B | 2.39% | |
| SR | A | 2.39% | |
| SEM | B | 2.39% | |
| GILD | B | 2.37% | |
| WKC | C | 2.35% | |
| CCK | D | 2.28% | |
| AMKR | F | 2.23% | |
| EXPI | C | 2.21% | |
| LPX | A | 2.18% | |
| PM | A | 2.18% | |
| CHRD | F | 2.17% | |
| NTAP | D | 2.16% | |
| ALLY | C | 2.14% | |
| AFL | C | 2.14% | |
| SSNC | D | 2.11% | |
| WD | D | 2.1% | |
| NRG | B | 2.07% | |
| CL | D | 2.01% | |
| TTC | D | 2.0% | |
| CME | A | 1.99% | |
| KBH | D | 1.91% | |
| BCO | F | 1.84% | |
| ADM | D | 1.82% |
MVFD Underweight 19 Positions Relative to EVX
MVFD: Top Represented Industries & Keywords
EVX: Top Represented Industries & Keywords
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