MVFD vs. FSCC ETF Comparison
Comparison of Monarch Volume Factor Dividend Tree Index ETF (MVFD) to Trust Federated Hermes MDT Small Cap Core ETF (FSCC)
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
Number of Holdings
*
39
* may have additional holdings in another (foreign) market
FSCC
Trust Federated Hermes MDT Small Cap Core ETF
FSCC Description
The fund seeks to achieve its objective by investing primarily in the common stock of small-capitalization (small-cap) U.S. companies. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in small companies. The fund manager actively trades its portfolio securities in an attempt to achieve its investment objective.Grade (RS Rating)
Last Trade
$27.39
Average Daily Volume
1,205
Number of Holdings
*
280
* may have additional holdings in another (foreign) market
Performance
| Period | MVFD | FSCC |
|---|---|---|
| 30 Days | 3.81% | 5.16% |
| 60 Days | 6.09% | 5.36% |
| 90 Days | 7.28% | 7.15% |
| 12 Months |
MVFD Overweight 37 Positions Relative to FSCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | 3.74% | |
| FOX | A | 3.57% | |
| TGNA | B | 3.47% | |
| FOXA | A | 3.36% | |
| HLNE | B | 3.3% | |
| 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% | |
| 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% |
MVFD Underweight 278 Positions Relative to FSCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| JXN | C | -2.67% | |
| PSN | D | -2.05% | |
| KNF | B | -1.78% | |
| GMS | B | -1.46% | |
| SKYW | C | -1.4% | |
| BKU | A | -1.29% | |
| FBK | C | -1.16% | |
| SKWD | A | -1.12% | |
| MUSA | B | -1.11% | |
| BRBR | A | -1.11% | |
| CNO | B | -1.01% | |
| MWA | B | -1.0% | |
| HALO | F | -0.99% | |
| EXTR | C | -0.98% | |
| FTDR | B | -0.96% | |
| CNK | C | -0.96% | |
| BY | B | -0.9% | |
| YOU | D | -0.88% | |
| EME | A | -0.87% | |
| OMCL | C | -0.86% | |
| NMRK | C | -0.84% | |
| BDN | C | -0.83% | |
| TMHC | C | -0.82% | |
| ADMA | B | -0.82% | |
| PRCT | B | -0.79% | |
| SM | B | -0.79% | |
| YEXT | B | -0.78% | |
| SFM | A | -0.76% | |
| OTTR | C | -0.75% | |
| TVTX | C | -0.73% | |
| TRMK | C | -0.73% | |
| TXRH | B | -0.73% | |
| PI | D | -0.72% | |
| REZI | A | -0.72% | |
| INSM | C | -0.71% | |
| RSI | A | -0.7% | |
| HRMY | D | -0.7% | |
| ACLX | C | -0.69% | |
| AMAL | B | -0.68% | |
| ALKS | C | -0.68% | |
| MAC | B | -0.67% | |
| WWW | A | -0.66% | |
| MNKD | C | -0.66% | |
| RYAM | C | -0.66% | |
| MBIN | F | -0.65% | |
| CEIX | A | -0.65% | |
| BPMC | B | -0.64% | |
| LUMN | C | -0.63% | |
| RDFN | D | -0.63% | |
| NUS | D | -0.63% | |
| PRTA | F | -0.58% | |
| VRNS | D | -0.57% | |
| RLI | A | -0.57% | |
| BRSP | C | -0.57% | |
| CXM | C | -0.56% | |
| OUT | A | -0.55% | |
| RAMP | B | -0.53% | |
| WING | D | -0.53% | |
| HIMS | B | -0.53% | |
| HY | D | -0.52% | |
| SPNT | B | -0.52% | |
| UIS | B | -0.51% | |
| TBRG | B | -0.51% | |
| RMR | F | -0.51% | |
| SXC | A | -0.51% | |
| POR | C | -0.5% | |
| COLL | F | -0.5% | |
| CRDO | B | -0.5% | |
| VCTR | B | -0.5% | |
| BLBD | D | -0.49% | |
| SHLS | F | -0.47% | |
| FBIZ | B | -0.46% | |
| CVNA | B | -0.46% | |
| BV | C | -0.45% | |
| CMRE | C | -0.45% | |
| OFG | B | -0.45% | |
| PRIM | A | -0.44% | |
| SWI | C | -0.44% | |
| TEX | F | -0.42% | |
| ZETA | D | -0.42% | |
| UPBD | B | -0.41% | |
| SLG | B | -0.41% | |
| TREE | F | -0.4% | |
| GRND | A | -0.4% | |
| APPF | B | -0.39% | |
| CRC | A | -0.39% | |
| BECN | B | -0.38% | |
| GFF | A | -0.38% | |
| CUBI | B | -0.38% | |
| ARRY | F | -0.37% | |
| XHR | B | -0.36% | |
| EIG | B | -0.35% | |
| CMC | B | -0.35% | |
| ASC | F | -0.34% | |
| TPB | B | -0.34% | |
| TMDX | F | -0.33% | |
| INGN | C | -0.33% | |
| LBRT | D | -0.33% | |
| PLMR | A | -0.33% | |
| QTWO | A | -0.32% | |
| FULT | A | -0.32% | |
| LIVN | F | -0.32% | |
| SMTC | B | -0.32% | |
| HURN | C | -0.32% | |
| SKT | A | -0.32% | |
| INSW | F | -0.31% | |
| ALHC | C | -0.3% | |
| ESRT | C | -0.3% | |
| TTEC | F | -0.3% | |
| CMPR | D | -0.29% | |
| UTI | B | -0.28% | |
| BOX | B | -0.28% | |
| LC | A | -0.28% | |
| ONTF | C | -0.28% | |
| IRBT | F | -0.28% | |
| ANAB | F | -0.27% | |
| ANF | F | -0.26% | |
| REVG | C | -0.26% | |
| SPNS | F | -0.26% | |
| TENB | C | -0.25% | |
| VSCO | C | -0.25% | |
| VMEO | B | -0.24% | |
| NVCR | C | -0.24% | |
| CVLT | B | -0.24% | |
| REAX | D | -0.23% | |
| TCMD | B | -0.23% | |
| WTS | B | -0.23% | |
| NVRI | D | -0.23% | |
| MGY | A | -0.23% | |
| NTCT | C | -0.22% | |
| APAM | B | -0.22% | |
| WEAV | C | -0.22% | |
| VERX | A | -0.22% | |
| HAIN | D | -0.22% | |
| CDXS | B | -0.21% | |
| VICR | C | -0.21% | |
| ENR | B | -0.21% | |
| MED | D | -0.21% | |
| FIX | A | -0.21% | |
| SLVM | B | -0.21% | |
| WRBY | A | -0.2% | |
| LMAT | A | -0.2% | |
| TGI | B | -0.2% | |
| PRG | C | -0.2% | |
| MBWM | B | -0.19% | |
| PETS | C | -0.19% | |
| NTB | B | -0.19% | |
| BSRR | B | -0.19% | |
| KNTK | A | -0.18% | |
| BCC | B | -0.18% | |
| PHIN | A | -0.18% | |
| SAGE | F | -0.18% | |
| SHYF | C | -0.18% | |
| ELVN | D | -0.17% | |
| EPRT | B | -0.17% | |
| CTLP | B | -0.17% | |
| COMM | D | -0.17% | |
| BL | B | -0.17% | |
| WFRD | D | -0.17% | |
| ALKT | B | -0.16% | |
| MD | C | -0.16% | |
| HTBI | B | -0.16% | |
| NMIH | C | -0.15% | |
| FFWM | C | -0.15% | |
| CWT | C | -0.15% | |
| VITL | D | -0.15% | |
| EBS | C | -0.15% | |
| AKBA | C | -0.15% | |
| MTW | C | -0.15% | |
| CHGG | C | -0.15% | |
| SEMR | C | -0.14% | |
| HURC | B | -0.14% | |
| CLFD | F | -0.14% | |
| DNOW | B | -0.14% | |
| HCI | C | -0.14% | |
| MDXG | B | -0.13% | |
| PGC | B | -0.13% | |
| SIGA | F | -0.13% | |
| UMBF | B | -0.13% | |
| LTH | C | -0.13% | |
| STNG | F | -0.12% | |
| ALRM | C | -0.12% | |
| AMRX | C | -0.12% | |
| KOP | C | -0.12% | |
| XPRO | D | -0.12% | |
| RXT | C | -0.12% | |
| FORM | D | -0.12% | |
| GDOT | D | -0.12% | |
| TNC | D | -0.12% | |
| NATL | B | -0.12% | |
| INTA | B | -0.12% | |
| APEI | B | -0.12% | |
| JELD | F | -0.12% | |
| EAT | A | -0.12% | |
| PFBC | B | -0.11% | |
| RBBN | C | -0.11% | |
| CYH | F | -0.11% | |
| CWK | C | -0.11% | |
| ITRI | C | -0.11% | |
| VNDA | C | -0.11% | |
| BFH | C | -0.11% | |
| BLX | B | -0.11% | |
| KELYA | F | -0.1% | |
| CPRX | C | -0.1% | |
| ROAD | B | -0.1% | |
| FNKO | D | -0.1% | |
| QLYS | B | -0.1% | |
| CORT | B | -0.1% | |
| XRX | F | -0.1% | |
| LADR | B | -0.1% | |
| PKOH | C | -0.09% | |
| KRYS | C | -0.09% | |
| GKOS | B | -0.09% | |
| SAVE | F | -0.09% | |
| EYE | C | -0.09% | |
| UNFI | A | -0.09% | |
| CSWI | B | -0.09% | |
| CBNK | B | -0.09% | |
| TH | C | -0.08% | |
| SUPN | C | -0.08% | |
| SPSC | D | -0.07% | |
| FATE | F | -0.07% | |
| MAX | F | -0.07% | |
| PHAT | F | -0.07% | |
| NBR | C | -0.07% | |
| ZNTL | F | -0.07% | |
| ALDX | D | -0.07% | |
| WSR | A | -0.07% | |
| TGTX | B | -0.07% | |
| OIS | B | -0.07% | |
| MSBI | B | -0.07% | |
| RAPT | F | -0.06% | |
| ADNT | F | -0.06% | |
| WS | C | -0.06% | |
| MCY | A | -0.06% | |
| CPK | A | -0.06% | |
| DGII | C | -0.06% | |
| DSP | A | -0.06% | |
| KLIC | B | -0.05% | |
| PLUG | F | -0.05% | |
| NRIX | C | -0.05% | |
| DOLE | D | -0.05% | |
| VC | F | -0.05% | |
| UVE | B | -0.05% | |
| FMBH | B | -0.05% | |
| EXLS | B | -0.05% | |
| CMCO | C | -0.05% | |
| CRNC | C | -0.05% | |
| BANF | B | -0.05% | |
| CLAR | D | -0.05% | |
| ACLS | F | -0.04% | |
| WGO | C | -0.04% | |
| FORR | C | -0.04% | |
| DFIN | D | -0.04% | |
| LOCO | D | -0.04% | |
| TERN | F | -0.04% | |
| HTZ | C | -0.04% | |
| DAN | D | -0.04% | |
| NVRO | F | -0.04% | |
| ACA | A | -0.04% | |
| THR | B | -0.04% | |
| VRNT | C | -0.04% | |
| SKIN | D | -0.04% | |
| POWL | C | -0.04% | |
| MNRO | D | -0.04% | |
| EVER | D | -0.04% | |
| ENTA | F | -0.04% | |
| MRC | B | -0.04% | |
| EGHT | B | -0.04% | |
| PAHC | C | -0.04% | |
| ILPT | F | -0.03% | |
| AMPY | C | -0.03% | |
| AVA | A | -0.03% | |
| MESA | F | -0.03% | |
| BCRX | D | -0.03% | |
| BBCP | D | -0.03% | |
| SSP | F | -0.02% | |
| JRVR | F | -0.02% |
MVFD: Top Represented Industries & Keywords
Industries:
Asset Management
Broadcasting - TV
Semiconductors
Specialty Finance
Tobacco
Building Materials
Business Services
Communication Equipment
Data Storage
Drug Manufacturers - Major
Electronic Components
Farm Products
Financial Data & Stock Exchanges
Household & Personal Products
Insurance - Life
Integrated Shipping & Logistics
Medical Care
Metal Fabrication
Oil & Gas E&P
Oil & Gas Refining & Marketing
Keywords:
S&P 500
Insurance
Telecommunications
Broadband
Logistics Services
Manufactured Housing
Nasdaq 100
Natural Gas
Network Infrastructure
Television
Television Stations
Access Control
Aerospace
Airport
Assisted Living
Broadcast Law
Broadcast Satellite Operators
Broadcast Television
Broadcasting
Building Materials
FSCC: Top Represented Industries & Keywords
Industries:
Biotechnology
Banks - Regional - US
Software - Application
Software - Infrastructure
Insurance - Property & Casualty
Diversified Industrials
Medical Devices
Building Materials
Business Services
Oil & Gas Equipment & Services
Auto Parts
Communication Equipment
Drug Manufacturers - Specialty & Generic
Electronic Components
Real Estate Services
Engineering & Construction
Medical Instruments & Supplies
Oil & Gas E&P
REIT - Diversified
Restaurants
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