MVFD vs. SDVY ETF Comparison
Comparison of Monarch Volume Factor Dividend Tree Index ETF (MVFD) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
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
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.Grade (RS Rating)
Last Trade
$39.61
Average Daily Volume
1,380,892
94
Performance
| Period | MVFD | SDVY |
|---|---|---|
| 30 Days | 5.79% | 9.60% |
| 60 Days | 6.41% | 9.45% |
| 90 Days | 8.33% | 10.70% |
| 12 Months | 38.70% |
MVFD Overweight 30 Positions Relative to SDVY
| 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 SDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPL | A | -1.44% | |
| SYF | B | -1.27% | |
| SNA | A | -1.26% | |
| ZION | B | -1.24% | |
| EWBC | A | -1.24% | |
| PRDO | B | -1.24% | |
| SNV | B | -1.24% | |
| GRMN | B | -1.23% | |
| UNM | A | -1.22% | |
| WTFC | A | -1.21% | |
| CALM | A | -1.2% | |
| WTTR | B | -1.18% | |
| JXN | C | -1.18% | |
| CADE | B | -1.18% | |
| STLD | B | -1.17% | |
| G | B | -1.17% | |
| J | F | -1.17% | |
| HBAN | A | -1.16% | |
| CR | A | -1.14% | |
| IBOC | A | -1.14% | |
| FIX | A | -1.14% | |
| DELL | C | -1.13% | |
| KTB | B | -1.13% | |
| EME | C | -1.13% | |
| LECO | B | -1.12% | |
| RL | B | -1.12% | |
| EQH | B | -1.12% | |
| CMC | B | -1.12% | |
| CMA | A | -1.12% | |
| OC | A | -1.11% | |
| RF | A | -1.11% | |
| RS | B | -1.1% | |
| BKE | B | -1.1% | |
| CFG | B | -1.1% | |
| OZK | B | -1.1% | |
| CINF | A | -1.1% | |
| CRBG | B | -1.09% | |
| IEX | B | -1.09% | |
| EBC | B | -1.08% | |
| CRC | B | -1.07% | |
| SLM | A | -1.07% | |
| FITB | A | -1.07% | |
| ITT | A | -1.05% | |
| SM | B | -1.04% | |
| LSTR | D | -1.04% | |
| AFG | A | -1.04% | |
| MGY | A | -1.03% | |
| CF | B | -1.03% | |
| PHIN | A | -1.03% | |
| GGG | B | -1.03% | |
| RGA | A | -1.03% | |
| WHD | B | -1.03% | |
| FBP | B | -1.02% | |
| BEN | C | -1.02% | |
| WGO | C | -1.02% | |
| BCC | B | -1.02% | |
| EDR | A | -1.01% | |
| UFPI | B | -0.99% | |
| TOL | B | -0.99% | |
| OMC | C | -0.99% | |
| TEX | D | -0.98% | |
| RDN | C | -0.97% | |
| MTG | C | -0.96% | |
| BPOP | B | -0.96% | |
| EG | C | -0.94% | |
| IPG | D | -0.93% | |
| AGCO | D | -0.93% | |
| AESI | B | -0.92% | |
| SHOO | D | -0.92% | |
| SLVM | B | -0.92% | |
| DKS | C | -0.91% | |
| LEA | D | -0.9% | |
| DINO | D | -0.9% | |
| ESNT | D | -0.88% | |
| PHM | D | -0.88% | |
| AOS | F | -0.87% | |
| VSH | D | -0.87% | |
| WLK | D | -0.87% | |
| WSM | B | -0.86% | |
| WMS | D | -0.86% | |
| MTH | D | -0.86% | |
| IBP | D | -0.85% | |
| NSP | D | -0.83% | |
| CCS | D | -0.82% | |
| CRI | D | -0.79% |
MVFD: Top Represented Industries & Keywords
SDVY: Top Represented Industries & Keywords
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