MVFD vs. SDOG ETF Comparison
Comparison of Monarch Volume Factor Dividend Tree Index ETF (MVFD) to ALPS Sector Dividend Dogs ETF (SDOG)
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
$27.79
Average Daily Volume
6,318
39
SDOG
ALPS Sector Dividend Dogs ETF
SDOG Description
The investment seeks investment results that replicate as closely as possible, before fees and expenses, the performance of the S-Network Sector Dividend Dogs Index. The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of the highest dividend paying stocks in the S&P 500 on a sector-by-sector basis. The fund generally will invest in all of the securities that comprise the underlying index in proportion to their weightings in the underlying index. However, under various circumstances, it may not be possible or practicable to purchase all of the securities in the underlying index in those weightings.Grade (RS Rating)
Last Trade
$60.79
Average Daily Volume
32,404
50
Performance
| Period | MVFD | SDOG |
|---|---|---|
| 30 Days | 5.79% | 3.00% |
| 60 Days | 6.41% | 4.20% |
| 90 Days | 8.33% | 6.47% |
| 12 Months | 32.54% |
MVFD Overweight 36 Positions Relative to SDOG
| Symbol | Grade | Weight | |
|---|---|---|---|
| FOX | A | 3.57% | |
| TGNA | B | 3.47% | |
| FOXA | B | 3.36% | |
| HLNE | B | 3.3% | |
| BKH | A | 3.08% | |
| VOYA | B | 3.0% | |
| JHG | A | 2.92% | |
| MATX | C | 2.88% | |
| ADTN | A | 2.85% | |
| ABM | B | 2.85% | |
| QCOM | F | 2.71% | |
| MLI | C | 2.7% | |
| NYT | C | 2.62% | |
| SR | A | 2.59% | |
| EXPD | D | 2.47% | |
| LPX | B | 2.35% | |
| RHI | B | 2.35% | |
| WKC | D | 2.35% | |
| MEI | D | 2.33% | |
| SEM | B | 2.31% | |
| AFL | B | 2.27% | |
| CCK | C | 2.23% | |
| CHRD | D | 2.17% | |
| NTAP | C | 2.14% | |
| CL | D | 2.13% | |
| SSNC | B | 2.12% | |
| AMKR | D | 2.08% | |
| CME | A | 2.07% | |
| WD | D | 2.05% | |
| NRG | B | 2.04% | |
| ALLY | C | 2.04% | |
| TTC | D | 1.93% | |
| EXPI | C | 1.9% | |
| KBH | D | 1.87% | |
| ADM | D | 1.86% | |
| BCO | D | 1.7% |
MVFD Underweight 47 Positions Relative to SDOG
| Symbol | Grade | Weight | |
|---|---|---|---|
| KMI | A | -2.52% | |
| WMB | A | -2.45% | |
| HBAN | A | -2.4% | |
| RF | A | -2.34% | |
| OKE | A | -2.34% | |
| CMI | A | -2.33% | |
| IP | B | -2.31% | |
| CFG | B | -2.28% | |
| BMY | B | -2.23% | |
| CVX | A | -2.23% | |
| TFC | A | -2.17% | |
| VTRS | A | -2.15% | |
| HPQ | B | -2.15% | |
| PRU | A | -2.14% | |
| GLW | B | -2.13% | |
| CMCSA | B | -2.11% | |
| HD | A | -2.1% | |
| XOM | B | -2.09% | |
| UPS | C | -2.05% | |
| EVRG | A | -2.04% | |
| T | A | -2.04% | |
| DRI | B | -2.03% | |
| F | C | -2.01% | |
| TXN | C | -1.96% | |
| RTX | C | -1.94% | |
| D | C | -1.93% | |
| EIX | B | -1.91% | |
| MMM | D | -1.9% | |
| OMC | C | -1.89% | |
| IBM | C | -1.86% | |
| DUK | C | -1.86% | |
| STX | D | -1.85% | |
| VZ | C | -1.83% | |
| BBY | D | -1.83% | |
| AMCR | D | -1.81% | |
| WBA | F | -1.8% | |
| ES | D | -1.77% | |
| GPC | D | -1.74% | |
| LYB | F | -1.73% | |
| KHC | F | -1.71% | |
| IPG | D | -1.71% | |
| DOW | F | -1.71% | |
| ABBV | D | -1.66% | |
| PFE | D | -1.65% | |
| SWK | D | -1.64% | |
| IFF | D | -1.62% | |
| CAG | D | -1.62% |
MVFD: Top Represented Industries & Keywords
SDOG: Top Represented Industries & Keywords
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