MDPL vs. SPVU ETF Comparison
Comparison of Monarch Dividend Plus Index ETF (MDPL) to PowerShares S&P 500 Value Portfolio (SPVU)
MDPL
Monarch Dividend Plus Index ETF
MDPL Description
MPDL tracks an equal-weighted index of 30 dividend-paying US stocks that are expected to provide dividend income and capital appreciation.
Grade (RS Rating)
Last Trade
$27.13
Average Daily Volume
4,827
Number of Holdings
*
30
* may have additional holdings in another (foreign) market
SPVU
PowerShares S&P 500 Value Portfolio
SPVU Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500 Enhanced Value Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index is designed to track the performance of approximately 100 stocks in the S&P 500 Index that have the highest "value score," which the index provider calculates based on fundamental ratios of a company's stock. A value stock tends to trade at a lower price relative to such fundamentals and thus may be considered undervalued by investors. The fund is non-diversified.Grade (RS Rating)
Last Trade
$53.15
Average Daily Volume
6,938
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | MDPL | SPVU |
|---|---|---|
| 30 Days | 2.63% | 5.68% |
| 60 Days | 2.28% | 7.71% |
| 90 Days | 3.10% | 7.87% |
| 12 Months | 33.54% |
MDPL Overweight 22 Positions Relative to SPVU
MDPL Underweight 91 Positions Relative to SPVU
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -5.7% | |
| BAC | A | -5.25% | |
| BRK.A | B | -5.16% | |
| WFC | A | -4.93% | |
| XOM | B | -4.91% | |
| CVX | A | -4.54% | |
| T | A | -3.92% | |
| VZ | C | -2.85% | |
| C | A | -2.63% | |
| GM | C | -2.39% | |
| MPC | D | -1.63% | |
| COF | C | -1.61% | |
| VLO | C | -1.59% | |
| PSX | C | -1.58% | |
| USB | A | -1.43% | |
| PNC | B | -1.43% | |
| F | C | -1.43% | |
| MCK | A | -1.38% | |
| EMR | B | -1.27% | |
| FDX | B | -1.25% | |
| AIG | B | -1.24% | |
| DAL | B | -1.07% | |
| BK | A | -1.04% | |
| UAL | A | -1.0% | |
| CNC | D | -0.99% | |
| DHI | F | -0.94% | |
| ADM | D | -0.93% | |
| PRU | A | -0.9% | |
| MTB | A | -0.84% | |
| LEN | D | -0.83% | |
| CHTR | C | -0.82% | |
| HUM | C | -0.76% | |
| NUE | C | -0.76% | |
| ACGL | C | -0.73% | |
| COR | B | -0.73% | |
| SYF | B | -0.63% | |
| HIG | B | -0.63% | |
| VICI | C | -0.6% | |
| STT | B | -0.6% | |
| HPE | B | -0.58% | |
| ETR | B | -0.57% | |
| FITB | B | -0.56% | |
| KHC | F | -0.56% | |
| CINF | A | -0.55% | |
| HBAN | A | -0.53% | |
| RF | A | -0.52% | |
| PHM | D | -0.51% | |
| ED | C | -0.5% | |
| HPQ | B | -0.5% | |
| CFG | B | -0.46% | |
| EG | C | -0.44% | |
| DVN | F | -0.44% | |
| BG | D | -0.44% | |
| WBD | B | -0.42% | |
| TSN | B | -0.4% | |
| NRG | B | -0.38% | |
| BALL | F | -0.38% | |
| APTV | F | -0.37% | |
| LYB | F | -0.37% | |
| L | A | -0.37% | |
| JBL | C | -0.36% | |
| BAX | F | -0.36% | |
| BBY | D | -0.35% | |
| LUV | C | -0.33% | |
| MOH | F | -0.33% | |
| KEY | B | -0.32% | |
| PFG | D | -0.32% | |
| MRO | B | -0.3% | |
| KMX | B | -0.28% | |
| VTRS | A | -0.26% | |
| SW | A | -0.25% | |
| EVRG | A | -0.24% | |
| FOXA | A | -0.24% | |
| MOS | F | -0.24% | |
| AIZ | A | -0.23% | |
| GL | C | -0.22% | |
| UHS | D | -0.21% | |
| BWA | D | -0.2% | |
| SOLV | D | -0.2% | |
| LKQ | F | -0.2% | |
| CZR | F | -0.19% | |
| EMN | C | -0.18% | |
| APA | D | -0.17% | |
| PNW | A | -0.16% | |
| PARA | C | -0.15% | |
| CE | F | -0.15% | |
| BEN | C | -0.15% | |
| FMC | D | -0.15% | |
| HII | F | -0.14% | |
| WBA | F | -0.14% | |
| MHK | D | -0.11% |
MDPL: Top Represented Industries & Keywords
Industries:
Health Care Plans
Packaging & Containers
Drug Manufacturers - Major
Oil & Gas E&P
Packaged Foods
Advertising Agencies
Auto Parts
Beverages - Brewers
Broadcasting - TV
Building Materials
Business Services
Capital Markets
Confectioners
Discount Stores
Gold
Grocery Stores
Information Technology Services
Insurance Brokers
Pay TV
Software - Infrastructure
SPVU: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Health Care Plans
Insurance - Diversified
Banks - Global
Oil & Gas E&P
Airlines
Asset Management
Auto Parts
Farm Products
Insurance - Life
Oil & Gas Refining & Marketing
Residential Construction
Utilities - Regulated Electric
Agricultural Inputs
Auto Manufacturers
Chemicals
Credit Services
Entertainment
Insurance - Property & Casualty
Medical Distribution
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