MVFD vs. SDVD ETF Comparison
Comparison of Monarch Volume Factor Dividend Tree Index ETF (MVFD) to FT Cboe Vest SMID Rising Dividend Achievers Target Income ETF (SDVD)
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
SDVD
FT Cboe Vest SMID Rising Dividend Achievers Target Income ETF
SDVD Description
Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying securities and/or investments that provide exposure to dividend-paying securities of small and/or mid-capitalization companies. The fund also seeks a secondary objective of generating capital appreciation. The fund is non-diversified.Grade (RS Rating)
Last Trade
$23.65
Average Daily Volume
74,755
94
Performance
| Period | MVFD | SDVD |
|---|---|---|
| 30 Days | 5.79% | 8.27% |
| 60 Days | 6.41% | 7.79% |
| 90 Days | 8.33% | 8.95% |
| 12 Months | 34.20% |
MVFD Overweight 30 Positions Relative to SDVD
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | 3.74% | |
| FOX | A | 3.57% | |
| TGNA | B | 3.47% | |
| FOXA | B | 3.36% | |
| HLNE | B | 3.3% | |
| BKH | A | 3.08% | |
| JHG | A | 2.92% | |
| ADTN | A | 2.85% | |
| ABM | B | 2.85% | |
| QCOM | F | 2.71% | |
| NYT | C | 2.62% | |
| SR | A | 2.59% | |
| PM | B | 2.36% | |
| LPX | B | 2.35% | |
| WKC | D | 2.35% | |
| MEI | D | 2.33% | |
| SEM | B | 2.31% | |
| AFL | B | 2.27% | |
| CCK | C | 2.23% | |
| GILD | C | 2.18% | |
| CHRD | D | 2.17% | |
| CL | D | 2.13% | |
| SSNC | B | 2.12% | |
| CME | A | 2.07% | |
| WD | D | 2.05% | |
| NRG | B | 2.04% | |
| TTC | D | 1.93% | |
| EXPI | C | 1.9% | |
| ADM | D | 1.86% | |
| BCO | D | 1.7% |
MVFD Underweight 85 Positions Relative to SDVD
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPL | A | -1.55% | |
| EWBC | A | -1.27% | |
| SYF | B | -1.26% | |
| UNM | A | -1.26% | |
| SNA | A | -1.26% | |
| CALM | A | -1.26% | |
| FIX | A | -1.24% | |
| WTTR | B | -1.23% | |
| SNV | B | -1.22% | |
| ZION | B | -1.22% | |
| STLD | B | -1.21% | |
| WTFC | A | -1.19% | |
| GRMN | B | -1.19% | |
| EME | C | -1.18% | |
| PRDO | B | -1.17% | |
| WSM | B | -1.17% | |
| HBAN | A | -1.17% | |
| CR | A | -1.16% | |
| CADE | B | -1.15% | |
| G | B | -1.15% | |
| IBOC | A | -1.13% | |
| RF | A | -1.13% | |
| DELL | C | -1.13% | |
| RS | B | -1.11% | |
| KTB | B | -1.11% | |
| CMA | A | -1.11% | |
| CMC | B | -1.11% | |
| CINF | A | -1.11% | |
| CRBG | B | -1.1% | |
| LECO | B | -1.1% | |
| CRC | B | -1.1% | |
| EQH | B | -1.1% | |
| OZK | B | -1.1% | |
| CFG | B | -1.1% | |
| RL | B | -1.09% | |
| OC | A | -1.09% | |
| SLM | A | -1.08% | |
| CF | B | -1.08% | |
| FITB | A | -1.07% | |
| JXN | C | -1.07% | |
| BKE | B | -1.07% | |
| EBC | B | -1.07% | |
| AFG | A | -1.06% | |
| IEX | B | -1.06% | |
| SM | B | -1.06% | |
| MGY | A | -1.06% | |
| ITT | A | -1.05% | |
| EDR | A | -1.05% | |
| GGG | B | -1.04% | |
| J | F | -1.04% | |
| BEN | C | -1.04% | |
| WHD | B | -1.03% | |
| PHIN | A | -1.03% | |
| RGA | A | -1.03% | |
| SLVM | B | -1.01% | |
| TEX | D | -0.99% | |
| FBP | B | -0.99% | |
| BCC | B | -0.99% | |
| LSTR | D | -0.99% | |
| TOL | B | -0.99% | |
| OMC | C | -0.97% | |
| UFPI | B | -0.97% | |
| AGCO | D | -0.96% | |
| EG | C | -0.96% | |
| MTG | C | -0.96% | |
| WGO | C | -0.96% | |
| BPOP | B | -0.95% | |
| RDN | C | -0.95% | |
| AESI | B | -0.92% | |
| DINO | D | -0.91% | |
| IPG | D | -0.91% | |
| DKS | C | -0.91% | |
| PHM | D | -0.89% | |
| WLK | D | -0.88% | |
| ESNT | D | -0.87% | |
| SHOO | D | -0.87% | |
| MTH | D | -0.86% | |
| AOS | F | -0.86% | |
| IBP | D | -0.86% | |
| LEA | D | -0.86% | |
| WMS | D | -0.83% | |
| CCS | D | -0.82% | |
| VSH | D | -0.81% | |
| NSP | D | -0.79% | |
| CRI | D | -0.76% |
MVFD: Top Represented Industries & Keywords
SDVD: Top Represented Industries & Keywords
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