MVFG vs. SNPD ETF Comparison
Comparison of Monarch Volume Factor Global Unconstrained Index ETF (MVFG) to Xtrackers S&P ESG Dividend Aristocrats ETF (SNPD)
MVFG
Monarch Volume Factor Global Unconstrained Index ETF
MVFG Description
MVFG is a fund of fund, emphasizing equity ETFs with strong cash flow and adjusting towards treasury ETFs during cash flow challenges. The fund seeks to replicate the performance of its target index, composed of up to 25 equally weighted equity ETFs selected for financial health, alongside treasury ETFs as necessary. Screening US-listed equity ETFs with global exposure, including emerging markets, the fund adheres to specific criteria like no leverage, non-inverse fund structure, assets over $50 million, and a trading history of at least two years. Following the proprietary Volume Factor methodology, it identifies sectors with positive cash flow dynamics. MVFG's adaptable strategy involves adjusting sector allocations in response to financial trends, ensuring a proportional representation of index securities. During market downturns, the fund may increase exposure to treasury ETFs while rebalancing sector weightings to navigate evolving market conditions. MVFG focuses on global market intricacies and aims for diversified positive cash flow strategies.
Grade (RS Rating)
Last Trade
$27.36
Average Daily Volume
6,086
10
SNPD
Xtrackers S&P ESG Dividend Aristocrats ETF
SNPD Description
The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index. The underlying index is designed to measure the performance of constituents from the S&P High Yield Dividend Aristocrats Index that meet certain environmental, social and governance ("ESG") criteria. It is non-diversified.Grade (RS Rating)
Last Trade
$27.18
Average Daily Volume
394
87
Performance
| Period | MVFG | SNPD |
|---|---|---|
| 30 Days | -0.74% | -2.89% |
| 60 Days | 0.05% | -1.63% |
| 90 Days | 1.77% | 0.58% |
| 12 Months | 17.18% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MVFG | Weight in SNPD | Overlap |
|---|
MVFG Underweight 87 Positions Relative to SNPD
| Symbol | Grade | Weight | |
|---|---|---|---|
| BBY | D | -3.18% | |
| TROW | B | -2.65% | |
| EIX | C | -2.35% | |
| O | D | -2.3% | |
| ABBV | F | -2.27% | |
| ES | C | -2.17% | |
| IBM | C | -2.17% | |
| ESS | B | -2.13% | |
| FRT | B | -2.04% | |
| CVX | A | -1.95% | |
| TXN | C | -1.93% | |
| KMB | C | -1.93% | |
| XOM | A | -1.93% | |
| CHRW | B | -1.84% | |
| NEE | C | -1.76% | |
| MDT | D | -1.76% | |
| UGI | C | -1.76% | |
| TGT | F | -1.72% | |
| BEN | C | -1.66% | |
| HRL | D | -1.58% | |
| KO | D | -1.54% | |
| SWK | F | -1.52% | |
| SJM | D | -1.5% | |
| APD | A | -1.42% | |
| AFL | C | -1.41% | |
| MKC | C | -1.39% | |
| SYY | D | -1.38% | |
| PG | C | -1.37% | |
| CL | D | -1.35% | |
| EMR | A | -1.33% | |
| ADP | B | -1.31% | |
| PEP | F | -1.29% | |
| PII | F | -1.25% | |
| PRGO | C | -1.25% | |
| QCOM | F | -1.23% | |
| LOW | C | -1.22% | |
| GPC | F | -1.19% | |
| OGS | A | -1.18% | |
| ADM | D | -1.15% | |
| ITW | B | -1.13% | |
| CAH | B | -1.11% | |
| ABM | B | -1.1% | |
| CAT | C | -1.08% | |
| MCD | D | -1.03% | |
| SR | A | -1.02% | |
| RPM | B | -1.01% | |
| ABT | B | -1.0% | |
| SON | D | -1.0% | |
| WMT | A | -0.98% | |
| ADI | D | -0.94% | |
| PNR | B | -0.93% | |
| SEIC | B | -0.92% | |
| DOV | B | -0.88% | |
| DCI | B | -0.85% | |
| PPG | F | -0.85% | |
| WM | B | -0.84% | |
| CB | D | -0.83% | |
| MCHP | F | -0.8% | |
| ATR | B | -0.78% | |
| BDX | F | -0.76% | |
| CSL | C | -0.75% | |
| TTC | F | -0.7% | |
| RSG | A | -0.69% | |
| ECL | D | -0.68% | |
| LIN | D | -0.66% | |
| CWT | C | -0.64% | |
| JKHY | D | -0.61% | |
| CHD | A | -0.59% | |
| ALB | B | -0.58% | |
| MSA | D | -0.57% | |
| EXPD | D | -0.57% | |
| LECO | C | -0.56% | |
| CTAS | B | -0.55% | |
| SHW | C | -0.55% | |
| NDSN | C | -0.53% | |
| NUE | D | -0.51% | |
| NKE | F | -0.5% | |
| FUL | F | -0.46% | |
| SPGI | D | -0.42% | |
| FDS | B | -0.41% | |
| BMI | B | -0.38% | |
| WRB | A | -0.36% | |
| ROP | C | -0.27% | |
| SCL | D | -0.24% | |
| NOBL | C | -0.19% | |
| WST | C | -0.12% | |
| SNPE | A | -0.1% |
MVFG: Top Represented Industries & Keywords
SNPD: Top Represented Industries & Keywords
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