GHEE vs. MVFG ETF Comparison
Comparison of Goose Hollow Enhanced Equity ETF (GHEE) to Monarch Volume Factor Global Unconstrained Index ETF (MVFG)
GHEE
Goose Hollow Enhanced Equity ETF
GHEE Description
The fund is an actively managed exchange traded fund ("ETF") that seeks to achieve its investment objective by investing in equity ETFs ("underlying funds"). The underlying funds in which the fund invests each primarily invest in U.S. common, preferred, or convertible stocks; foreign common, preferred, or convertible stocks; and emerging market common, preferred, or convertible stocks. The fund, under normal circumstances, will invest at least 80% of its net assets, plus any amounts of borrowing, in equity underlying funds, equity securities and equity-related derivatives.
Grade (RS Rating)
Last Trade
$26.85
Average Daily Volume
3,435
10
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
$26.84
Average Daily Volume
4,476
10
Performance
| Period | GHEE | MVFG |
|---|---|---|
| 30 Days | 1.55% | -2.03% |
| 60 Days | 1.28% | -1.25% |
| 90 Days | 5.71% | 3.87% |
| 12 Months |
1 Overlapping Holdings
| Symbol | Grade | Weight in GHEE | Weight in MVFG | Overlap | |
|---|---|---|---|---|---|
| ASHR | B | 9.21% | 3.47% | 3.47% |
GHEE: Top Represented Industries & Keywords
MVFG: Top Represented Industries & Keywords
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