MVFD ETF
Monarch Volume Factor Dividend Tree Index ETF

MVFD ETF Overview
MVFD ETF (Monarch Volume Factor Dividend Tree Index ETF) is managed by Monarch Funds with $115.2M in net assets. MVFD expense ratio is 1.19%, holding 41 positions across sectors including Industrials, Consumer Discretionary, Financials. Inception date: 2024-02-12.
MVFD performance shows a YTD return of 3.73%. The 1-year return is 20.55%. MVFD dividend yield stands at 1.48%, paid quarterly.
MVFD top holdings include Kulicke & Soffa Industries Inc (4.2%), APA Corporation (4.0%), Clear Secure Inc (3.9%), International Seaways, Inc. (3.8%), Dell Technologies Inc. (3.3%). View all MVFD holdings, sector breakdown, or dividend history.
MVFD can be compared against other funds using the overlap calculator or side-by-side comparison tool. MVFD alternatives are available via the screener, along with tax-loss harvesting opportunities.