MVFG vs. UTRN ETF Comparison
Comparison of Monarch Volume Factor Global Unconstrained Index ETF (MVFG) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)
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
UTRN
Vesper US Large Cap Short-Term Reversal Strategy ETF
UTRN Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Vesper U.S. Large Cap Short-Term Reversal Index (the 'index'). The fund will normally invest at least 80% of its total assets in securities of the index. The index is designed to measure the performance of a portfolio of 25 stocks selected from the S&P 500 that Vesper Capital Management, LLC believes will most likely benefit from the "short-term reversal" effect, as determined by applying a proprietary algorithm ("Chow's Ratio" or "Algorithm").Grade (RS Rating)
Last Trade
$31.70
Average Daily Volume
592
25
Performance
| Period | MVFG | UTRN |
|---|---|---|
| 30 Days | -0.14% | 2.75% |
| 60 Days | 0.72% | 5.09% |
| 90 Days | 1.08% | 8.59% |
| 12 Months | 39.55% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MVFG | Weight in UTRN | Overlap |
|---|
MVFG Underweight 25 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| DXCM | C | -4.32% | |
| ATO | A | -4.2% | |
| DGX | A | -4.15% | |
| LYV | A | -4.09% | |
| LMT | D | -4.07% | |
| AJG | A | -4.05% | |
| TRV | B | -4.04% | |
| TDY | B | -4.03% | |
| CB | C | -4.02% | |
| FTV | C | -4.01% | |
| APD | A | -4.01% | |
| ECL | D | -4.01% | |
| KDP | F | -4.01% | |
| VLTO | C | -4.0% | |
| MMC | B | -4.0% | |
| O | C | -3.98% | |
| WFC | A | -3.98% | |
| PAYX | B | -3.95% | |
| PSX | C | -3.94% | |
| CVX | A | -3.9% | |
| LVS | B | -3.87% | |
| AIG | B | -3.86% | |
| PPG | F | -3.83% | |
| KHC | F | -3.79% | |
| DOW | F | -3.7% |
MVFG: Top Represented Industries & Keywords
UTRN: Top Represented Industries & Keywords
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