MVFD
Price
$27.47
Change
-$0.17 (-0.62%)
Updated
Sep 5, 01:31 PM (EDT)
Net Assets
77.15M
ZTR
Price
$6.24
Change
-$0.00 (-0.00%)
Updated
Sep 5, 02:43 PM (EDT)
Net Assets
385.51M
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MVFD vs ZTR

Header iconMVFD vs ZTR Comparison
Open Charts MVFD vs ZTRBanner chart's image
Monarch Volume Factor Dividend Tree ETF
Price$27.47
Change-$0.17 (-0.62%)
Volume$2.61K
Net Assets77.15M
Virtus Total Return Fund
Price$6.24
Change-$0.00 (-0.00%)
Volume$1.1K
Net Assets385.51M
MVFD vs ZTR Comparison Chart in %
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MVFD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
ZTR
Daily Signalchanged days ago
Gain/Loss if bought
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VS
MVFD vs. ZTR commentary
Sep 05, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MVFD is a Buy and ZTR is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
ZTR has more net assets: 386M vs. MVFD (77.2M). ZTR has a higher annual dividend yield than MVFD: ZTR (13.892) vs MVFD (7.087). MVFD was incepted earlier than ZTR: MVFD (2 years) vs ZTR (21 years). MVFD (1.19) has a lower expense ratio than ZTR (1.60). MVFD has a higher turnover ZTR (59.00) vs ZTR (59.00).
MVFDZTRMVFD / ZTR
Gain YTD7.08713.89251%
Net Assets77.2M386M20%
Total Expense Ratio1.191.6074%
Turnover264.0059.00447%
Yield1.440.21698%
Fund Existence2 years21 years-
TECHNICAL ANALYSIS
Technical Analysis
MVFDZTR
RSI
ODDS (%)
Bearish Trend 2 days ago
90%
Bearish Trend 2 days ago
67%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
68%
Bullish Trend 2 days ago
82%
Momentum
ODDS (%)
Bullish Trend 2 days ago
74%
Bearish Trend 2 days ago
73%
MACD
ODDS (%)
Bullish Trend 2 days ago
67%
Bearish Trend 2 days ago
70%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
78%
Bearish Trend 2 days ago
72%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
86%
Advances
ODDS (%)
Bullish Trend 8 days ago
80%
Bullish Trend 9 days ago
88%
Declines
ODDS (%)
Bearish Trend 3 days ago
70%
Bearish Trend 2 days ago
77%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
83%
N/A
Aroon
ODDS (%)
Bullish Trend 2 days ago
62%
Bullish Trend 2 days ago
84%
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MVFD
Daily Signalchanged days ago
Gain/Loss if bought
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ZTR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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MVFD and

Correlation & Price change

A.I.dvisor indicates that over the last year, MVFD has been loosely correlated with BRSL. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if MVFD jumps, then BRSL could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MVFD
1D Price
Change %
MVFD100%
+1.09%
BRSL - MVFD
57%
Loosely correlated
+2.70%
PCAR - MVFD
9%
Poorly correlated
+2.07%
TAP - MVFD
8%
Poorly correlated
+0.20%
FUL - MVFD
7%
Poorly correlated
+3.95%
CALM - MVFD
7%
Poorly correlated
+2.23%
More

ZTR and

Correlation & Price change

A.I.dvisor tells us that ZTR and FIG have been poorly correlated (+22% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ZTR and FIG's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ZTR
1D Price
Change %
ZTR100%
-0.16%
FIG - ZTR
22%
Poorly correlated
-19.92%