MVFD vs. HUSV ETF Comparison
Comparison of Monarch Volume Factor Dividend Tree Index ETF (MVFD) to First Trust Horizon Managed Volatility Domestic ETF (HUSV)
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
$27.37
Average Daily Volume
5,317
39
HUSV
First Trust Horizon Managed Volatility Domestic ETF
HUSV Description
The First Trust Horizon Managed Volatility Domestic ETF is an actively managed exchange-traded fund. The Fund's investment objective is to provide capital appreciation. Under normal market conditions, the Fund will seek to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in common stocks of domestic companies listed and traded on U.S. national securities exchanges that Horizon Investments, LLC believes exhibit low future expected volatility.Grade (RS Rating)
Last Trade
$38.63
Average Daily Volume
5,257
74
Performance
| Period | MVFD | HUSV |
|---|---|---|
| 30 Days | 3.10% | 0.02% |
| 60 Days | 7.14% | 1.74% |
| 90 Days | 8.21% | 4.55% |
| 12 Months | 20.54% |
MVFD Overweight 35 Positions Relative to HUSV
| Symbol | Grade | Weight | |
|---|---|---|---|
| TGNA | B | 3.73% | |
| FOX | A | 3.41% | |
| FOXA | A | 3.25% | |
| HLNE | B | 3.21% | |
| MATX | B | 2.96% | |
| VOYA | B | 2.95% | |
| ABM | B | 2.91% | |
| ADTN | B | 2.88% | |
| JHG | A | 2.86% | |
| BKH | A | 2.86% | |
| QCOM | F | 2.8% | |
| MLI | B | 2.75% | |
| NYT | C | 2.73% | |
| MEI | F | 2.56% | |
| EXPD | C | 2.42% | |
| RHI | B | 2.39% | |
| SR | C | 2.39% | |
| SEM | C | 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% | |
| CHRD | D | 2.17% | |
| NTAP | D | 2.16% | |
| ALLY | C | 2.14% | |
| AFL | C | 2.14% | |
| SSNC | C | 2.11% | |
| WD | D | 2.1% | |
| NRG | C | 2.07% | |
| TTC | F | 2.0% | |
| KBH | D | 1.91% | |
| BCO | F | 1.84% | |
| ADM | F | 1.82% |
MVFD Underweight 70 Positions Relative to HUSV
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -2.49% | |
| RSG | B | -2.47% | |
| PTC | B | -2.4% | |
| MMC | D | -2.35% | |
| MSI | B | -2.33% | |
| ROP | A | -2.26% | |
| KO | F | -2.26% | |
| CSCO | A | -2.23% | |
| MSFT | C | -2.08% | |
| CTSH | A | -2.08% | |
| LIN | D | -2.07% | |
| VRSN | C | -1.92% | |
| LMT | D | -1.91% | |
| ITW | B | -1.87% | |
| L | A | -1.82% | |
| TDY | B | -1.82% | |
| FE | D | -1.81% | |
| PG | C | -1.77% | |
| ICE | C | -1.76% | |
| ATO | B | -1.76% | |
| IBM | D | -1.71% | |
| KMI | B | -1.52% | |
| TMUS | A | -1.46% | |
| NI | A | -1.46% | |
| JNJ | D | -1.42% | |
| PPL | A | -1.4% | |
| KDP | C | -1.35% | |
| ADP | A | -1.35% | |
| FI | A | -1.35% | |
| MCD | C | -1.34% | |
| MA | B | -1.33% | |
| EVRG | A | -1.33% | |
| DUK | D | -1.3% | |
| V | A | -1.29% | |
| HON | B | -1.26% | |
| PEP | D | -1.23% | |
| YUM | B | -1.21% | |
| CTAS | B | -1.14% | |
| AVY | F | -1.12% | |
| COR | B | -1.12% | |
| CMS | D | -1.12% | |
| TJX | A | -1.03% | |
| WTW | A | -1.03% | |
| WMB | B | -1.01% | |
| GD | C | -1.0% | |
| EA | A | -0.97% | |
| RTX | D | -0.92% | |
| SPGI | C | -0.9% | |
| ABT | C | -0.89% | |
| ED | D | -0.88% | |
| WM | A | -0.85% | |
| ORLY | A | -0.83% | |
| OKE | A | -0.83% | |
| EQR | C | -0.82% | |
| AVB | B | -0.81% | |
| UNP | D | -0.8% | |
| HOLX | D | -0.79% | |
| BSX | A | -0.79% | |
| NOC | D | -0.74% | |
| WELL | B | -0.74% | |
| MDT | D | -0.67% | |
| BDX | F | -0.66% | |
| HLT | A | -0.65% | |
| O | D | -0.63% | |
| ECL | C | -0.61% | |
| SYK | A | -0.59% | |
| ABBV | F | -0.57% | |
| LYB | F | -0.54% | |
| AZO | B | -0.5% | |
| HD | B | -0.38% |
MVFD: Top Represented Industries & Keywords
HUSV: Top Represented Industries & Keywords
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