NEWZ vs. MVFD ETF Comparison
Comparison of StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) to Monarch Volume Factor Dividend Tree Index ETF (MVFD)
NEWZ
StockSnips AI-Powered Sentiment US All Cap ETF
NEWZ Description
NEWZ navigates market complexities through a proprietary news media sentiment signal which combines AI and NLP technologies. This signal is generated from textual sources, such as news articles, blogs, and SEC filings, processed using advanced machine learning algorithms. These algorithms sift through vast amounts of data to assess investor sentiment and identify stocks with the most positive news coverage. The process begins by screening US-listed equity securities based on capitalization, volatility, ROE, news coverage volume, and inclusion in Zacks sector and industry classifications. Selections are made based on the sentiment signal, which also integrates a sentiment momentum signal indicating shifts in investor sentiment over time. After the screening, the portfolio typically comprises the top 30 to 50 stocks, all equally weighted. Throughout this process, the fund prioritizes reliability, gathering information from reputable news outlets such as Zacks, Motley Fool, and CNBC. The fund is rebalanced and reconstituted monthly.
Grade (RS Rating)
Last Trade
$27.60
Average Daily Volume
2,498
30
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
$26.16
Average Daily Volume
4,197
39
Performance
| Period | NEWZ | MVFD |
|---|---|---|
| 30 Days | -1.56% | -0.83% |
| 60 Days | -0.29% | 0.27% |
| 90 Days | 5.36% | 5.71% |
| 12 Months |
NEWZ Overweight 27 Positions Relative to MVFD
| Symbol | Grade | Weight | |
|---|---|---|---|
| TT | C | 4.31% | |
| NOW | A | 4.02% | |
| MANH | D | 3.98% | |
| ANET | B | 3.91% | |
| MSI | B | 3.8% | |
| TAC | A | 3.72% | |
| APH | B | 3.51% | |
| EBAY | D | 3.5% | |
| PAYX | B | 3.48% | |
| BR | C | 3.41% | |
| FTNT | B | 3.39% | |
| PEGA | A | 3.37% | |
| STX | D | 3.35% | |
| ZTS | D | 3.29% | |
| UTHR | A | 3.27% | |
| AIZ | D | 3.19% | |
| DGX | B | 3.16% | |
| ANF | F | 3.13% | |
| TMUS | B | 3.01% | |
| UL | D | 2.92% | |
| ORCL | B | 2.91% | |
| SHOP | B | 2.87% | |
| DVA | D | 2.86% | |
| BRO | B | 2.86% | |
| PGR | D | 2.75% | |
| KNSL | F | 2.75% | |
| BMI | D | 2.63% |
NEWZ Underweight 36 Positions Relative to MVFD
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | -3.42% | |
| FOX | A | -3.32% | |
| TGNA | B | -3.3% | |
| FOXA | A | -3.2% | |
| HLNE | A | -3.18% | |
| ADTN | B | -3.08% | |
| BKH | D | -3.04% | |
| QCOM | D | -2.91% | |
| NYT | A | -2.86% | |
| ABM | B | -2.85% | |
| JHG | A | -2.69% | |
| MATX | A | -2.58% | |
| EXPD | D | -2.55% | |
| SR | D | -2.55% | |
| MLI | A | -2.54% | |
| AMKR | F | -2.53% | |
| CCK | B | -2.42% | |
| PM | A | -2.41% | |
| MEI | F | -2.41% | |
| WKC | D | -2.32% | |
| AFL | D | -2.31% | |
| GILD | A | -2.27% | |
| RHI | C | -2.25% | |
| WD | C | -2.24% | |
| CHRD | F | -2.22% | |
| CME | B | -2.14% | |
| LPX | D | -2.13% | |
| SSNC | D | -2.09% | |
| SEM | B | -2.08% | |
| ADM | F | -2.07% | |
| ALLY | F | -2.04% | |
| EXPI | B | -2.02% | |
| TTC | F | -1.99% | |
| NRG | B | -1.98% | |
| KBH | D | -1.96% | |
| BCO | D | -1.96% |
NEWZ: Top Represented Industries & Keywords
MVFD: Top Represented Industries & Keywords
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