LSAT vs. MVFD ETF Comparison
Comparison of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) to Monarch Volume Factor Dividend Tree Index ETF (MVFD)
LSAT
LeaderShares AlphaFactor Tactical Focused ETF
LSAT Description
The investment seeks to generate long term capital growth. The fund will typically be invested in a diversified portfolio of equity securities, or investments that are economically tied to equity securities (i.e., derivatives) such as equity options, of companies with market capitalizations of at least $1 billion at the time of initial purchase. It may focus its investments in a particular sector, industry or group of industries. The fund may utilize derivatives, such as equity options and total return swap agreements, to seek to achieve its objective and for hedging purposes.
Grade (RS Rating)
Last Trade
$43.01
Average Daily Volume
9,095
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
$27.52
Average Daily Volume
6,200
39
Performance
| Period | LSAT | MVFD |
|---|---|---|
| 30 Days | 4.46% | 3.81% |
| 60 Days | 5.01% | 6.09% |
| 90 Days | 6.08% | 7.28% |
| 12 Months | 32.42% |
LSAT Overweight 27 Positions Relative to MVFD
| Symbol | Grade | Weight | |
|---|---|---|---|
| JEF | A | 3.91% | |
| TNL | A | 3.82% | |
| VST | A | 3.78% | |
| BMY | B | 3.72% | |
| MAR | A | 3.7% | |
| PPC | C | 3.62% | |
| SRE | A | 3.55% | |
| HLT | A | 3.54% | |
| LH | B | 3.5% | |
| CMCSA | B | 3.41% | |
| VLO | C | 3.39% | |
| NXST | C | 3.27% | |
| SPB | C | 3.25% | |
| TDC | D | 3.19% | |
| MPC | D | 3.19% | |
| DKS | F | 3.14% | |
| MTG | C | 3.14% | |
| EBAY | C | 3.12% | |
| DINO | D | 3.12% | |
| DE | B | 3.1% | |
| JNJ | C | 3.08% | |
| POST | C | 3.06% | |
| DD | C | 3.06% | |
| HRB | D | 3.03% | |
| NSA | C | 2.86% | |
| ARW | D | 2.83% | |
| CNC | D | 2.56% |
LSAT Underweight 36 Positions Relative to MVFD
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | -3.74% | |
| 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% | |
| ABM | B | -2.85% | |
| QCOM | F | -2.71% | |
| MLI | B | -2.7% | |
| NYT | D | -2.62% | |
| SR | A | -2.59% | |
| 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% |
LSAT: Top Represented Industries & Keywords
MVFD: Top Represented Industries & Keywords
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