MDCP vs. MVFD ETF Comparison
Comparison of VictoryShares THB Mid Cap ESG ETF (MDCP) to Monarch Volume Factor Dividend Tree Index ETF (MVFD)
MDCP
VictoryShares THB Mid Cap ESG ETF
MDCP Description
Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. The fund invests in public equity markets across global region. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies, within the market capitalization range of the Russell Mid Cap Index. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. The fund does not invest in companies operating across manufacture of complete tobacco products, cluster munitions, thermal coal and fossil fuels sectors. It employs internal, external and proprietary research to create its portfolio. Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$29.16
Average Daily Volume
4,589
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 | MDCP | MVFD |
|---|---|---|
| 30 Days | -1.17% | -0.83% |
| 60 Days | 0.61% | 0.27% |
| 90 Days | 5.83% | 5.71% |
| 12 Months | 27.19% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MDCP | Weight in MVFD | Overlap | |
|---|---|---|---|---|---|
| TTC | F | 2.22% | 1.99% | 1.99% |
MDCP Overweight 29 Positions Relative to MVFD
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVR | D | 4.49% | |
| HLI | A | 4.22% | |
| DHI | D | 4.14% | |
| WAB | B | 4.04% | |
| BRO | B | 4.02% | |
| KEYS | C | 3.98% | |
| FAST | A | 3.92% | |
| TDY | B | 3.8% | |
| CSL | C | 3.78% | |
| INGR | C | 3.73% | |
| PTC | B | 3.72% | |
| POOL | B | 3.69% | |
| CHE | F | 3.69% | |
| CACI | A | 3.67% | |
| CASY | A | 3.43% | |
| CF | B | 3.42% | |
| EME | A | 3.37% | |
| NEU | D | 3.34% | |
| WST | B | 3.14% | |
| HOLX | A | 3.14% | |
| ROST | F | 3.13% | |
| HEI | D | 3.01% | |
| GGG | D | 2.93% | |
| ODFL | A | 2.61% | |
| SSD | F | 2.43% | |
| ROL | D | 2.39% | |
| LECO | B | 2.37% | |
| XYL | F | 2.15% | |
| LSTR | D | 2.02% |
MDCP Underweight 38 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% | |
| VOYA | B | -3.05% | |
| 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% | |
| CL | F | -2.23% | |
| NTAP | D | -2.22% | |
| 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% | |
| NRG | B | -1.98% | |
| KBH | D | -1.96% | |
| BCO | D | -1.96% |
MDCP: Top Represented Industries & Keywords
MVFD: Top Represented Industries & Keywords
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