MVFG vs. RSPR ETF Comparison
Comparison of Monarch Volume Factor Global Unconstrained Index ETF (MVFG) to Invesco S&P 500 Equal Weight Real Estate ETF (RSPR)
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
$27.39
Average Daily Volume
6,266
10
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR Description
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of all of the components of the S&P 500® Real Estate Index, an index that contains the common stocks of all companies included in the S&P 500® Index that are classified as members of the real estate sector, as defined according to the Global Industry Classification Standard (GICS).Grade (RS Rating)
Last Trade
$37.54
Average Daily Volume
15,413
31
Performance
| Period | MVFG | RSPR |
|---|---|---|
| 30 Days | -0.14% | 0.09% |
| 60 Days | 0.72% | -0.46% |
| 90 Days | 1.08% | 2.47% |
| 12 Months | 29.00% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MVFG | Weight in RSPR | Overlap |
|---|
MVFG Underweight 31 Positions Relative to RSPR
| Symbol | Grade | Weight | |
|---|---|---|---|
| CBRE | B | -3.8% | |
| DLR | B | -3.72% | |
| SPG | A | -3.63% | |
| WELL | A | -3.46% | |
| EQIX | A | -3.44% | |
| KIM | A | -3.43% | |
| HST | C | -3.43% | |
| AVB | B | -3.3% | |
| REG | A | -3.29% | |
| VTR | B | -3.29% | |
| IRM | C | -3.29% | |
| BXP | C | -3.29% | |
| CPT | B | -3.26% | |
| ESS | B | -3.25% | |
| MAA | B | -3.23% | |
| FRT | B | -3.23% | |
| DOC | C | -3.19% | |
| UDR | B | -3.19% | |
| CSGP | D | -3.19% | |
| EQR | C | -3.18% | |
| WY | F | -3.16% | |
| PSA | C | -3.1% | |
| VICI | C | -3.06% | |
| EXR | C | -3.06% | |
| INVH | D | -3.04% | |
| O | C | -3.01% | |
| SBAC | D | -2.99% | |
| PLD | F | -2.98% | |
| ARE | F | -2.91% | |
| CCI | C | -2.87% | |
| AMT | C | -2.72% |
MVFG: Top Represented Industries & Keywords
RSPR: Top Represented Industries & Keywords
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