IBRN vs. MVFD ETF Comparison
Comparison of iShares Neuroscience and Healthcare ETF (IBRN) to Monarch Volume Factor Dividend Tree Index ETF (MVFD)
IBRN
iShares Neuroscience and Healthcare ETF
IBRN Description
iShares Neuroscience and Healthcare ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of global region. It invests in stocks of companies operating across neurology biopharmaceuticals or neurological devices sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the NYSE FactSet Global Neuro Biopharma and MedTech Index, by using representative sampling technique. iShares Neuroscience and Healthcare ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$26.17
Average Daily Volume
360
9
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
$27.52
Average Daily Volume
6,200
39
Performance
| Period | IBRN | MVFD |
|---|---|---|
| 30 Days | -3.79% | 3.81% |
| 60 Days | 2.72% | 6.09% |
| 90 Days | 0.03% | 7.28% |
| 12 Months | 25.03% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IBRN | Weight in MVFD | Overlap |
|---|
IBRN Underweight 39 Positions Relative to MVFD
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | -3.74% | |
| FOX | A | -3.57% | |
| TGNA | B | -3.47% | |
| FOXA | A | -3.36% | |
| HLNE | B | -3.3% | |
| BKH | A | -3.08% | |
| VOYA | B | -3.0% | |
| JHG | B | -2.92% | |
| MATX | C | -2.88% | |
| ADTN | A | -2.85% | |
| ABM | B | -2.85% | |
| QCOM | F | -2.71% | |
| MLI | B | -2.7% | |
| NYT | D | -2.62% | |
| SR | A | -2.59% | |
| EXPD | C | -2.47% | |
| PM | B | -2.36% | |
| LPX | B | -2.35% | |
| RHI | C | -2.35% | |
| WKC | C | -2.35% | |
| MEI | F | -2.33% | |
| SEM | B | -2.31% | |
| AFL | B | -2.27% | |
| CCK | D | -2.23% | |
| GILD | C | -2.18% | |
| CHRD | D | -2.17% | |
| NTAP | C | -2.14% | |
| CL | D | -2.13% | |
| SSNC | B | -2.12% | |
| AMKR | D | -2.08% | |
| CME | B | -2.07% | |
| WD | D | -2.05% | |
| NRG | B | -2.04% | |
| ALLY | C | -2.04% | |
| TTC | C | -1.93% | |
| EXPI | D | -1.9% | |
| KBH | D | -1.87% | |
| ADM | D | -1.86% | |
| BCO | F | -1.7% |
IBRN: Top Represented Industries & Keywords
MVFD: Top Represented Industries & Keywords
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