MVFG vs. AOA ETF Comparison
Comparison of Monarch Volume Factor Global Unconstrained Index ETF (MVFG) to iShares Core Aggressive Allocation ETF (AOA)
MVFG
Monarch Volume Factor Global Unconstrained Index ETF
MVFG Description
MVFG is a fund of fund, emphasizing equity ETFs with strong cash flow and adjusting towards treasury ETFs during cash flow challenges. The fund seeks to replicate the performance of its target index, composed of up to 25 equally weighted equity ETFs selected for financial health, alongside treasury ETFs as necessary. Screening US-listed equity ETFs with global exposure, including emerging markets, the fund adheres to specific criteria like no leverage, non-inverse fund structure, assets over $50 million, and a trading history of at least two years. Following the proprietary Volume Factor methodology, it identifies sectors with positive cash flow dynamics. MVFG's adaptable strategy involves adjusting sector allocations in response to financial trends, ensuring a proportional representation of index securities. During market downturns, the fund may increase exposure to treasury ETFs while rebalancing sector weightings to navigate evolving market conditions. MVFG focuses on global market intricacies and aims for diversified positive cash flow strategies.
Grade (RS Rating)
Last Trade
$27.47
Average Daily Volume
6,266
10
AOA
iShares Core Aggressive Allocation ETF
AOA Description
The investment seeks to track the investment results of the S&P Target Risk Aggressive Index composed of a portfolio of underlying equity and fixed income funds intended to represent an aggressive target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 90% of its assets in the component securities of the underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.Grade (RS Rating)
Last Trade
$78.41
Average Daily Volume
88,313
7
Performance
| Period | MVFG | AOA |
|---|---|---|
| 30 Days | -0.14% | -0.27% |
| 60 Days | 0.72% | 0.56% |
| 90 Days | 1.08% | 1.31% |
| 12 Months | 20.70% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MVFG | Weight in AOA | Overlap |
|---|
MVFG: Top Represented Industries & Keywords
AOA: Top Represented Industries & Keywords
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