MVFD
Price
$27.21
Change
+$0.09 (+0.33%)
Updated
Sep 26 closing price
Net Assets
75.84M
ZTR
Price
$6.33
Change
+$0.02 (+0.32%)
Updated
Sep 26 closing price
Net Assets
389.39M
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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$27.21
Change+$0.09 (+0.33%)
Volume$343
Net Assets75.84M
Virtus Total Return Fund
Price$6.33
Change+$0.02 (+0.32%)
Volume$181.61K
Net Assets389.39M
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 27, 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 StrongBuy and ZTR is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
ZTR has more net assets: 389M vs. MVFD (75.8M). ZTR has a higher annual dividend yield than MVFD: ZTR (16.457) vs MVFD (5.842). 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 YTD5.84216.45735%
Net Assets75.8M389M19%
Total Expense Ratio1.191.6074%
Turnover264.0059.00447%
Yield1.440.21698%
Fund Existence2 years21 years-
TECHNICAL ANALYSIS
Technical Analysis
MVFDZTR
RSI
ODDS (%)
Bearish Trend 1 day ago
67%
Bearish Trend 1 day ago
66%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
90%
Bearish Trend 1 day ago
70%
Momentum
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 1 day ago
90%
MACD
ODDS (%)
Bearish Trend 1 day ago
67%
Bullish Trend 1 day ago
90%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
79%
Bullish Trend 1 day ago
87%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
62%
Bullish Trend 1 day ago
86%
Advances
ODDS (%)
Bullish Trend 4 days ago
81%
Bullish Trend 1 day ago
88%
Declines
ODDS (%)
Bearish Trend 13 days ago
70%
Bearish Trend 6 days ago
77%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
83%
N/A
Aroon
ODDS (%)
Bullish Trend 1 day ago
85%
Bullish Trend 1 day ago
87%
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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%
+0.74%
BRSL - MVFD
57%
Loosely correlated
+1.12%
AOS - MVFD
15%
Poorly correlated
+1.47%
LOW - MVFD
15%
Poorly correlated
+0.62%
DGX - MVFD
13%
Poorly correlated
+1.94%
POOL - MVFD
12%
Poorly correlated
+0.26%
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%
+0.32%
FIG - ZTR
22%
Poorly correlated
-2.72%