ETFs most similar to MVFD
The funds whose holdings overlap Monarch Volume Factor Dividend Tree Index ETF the most, by weight. as of May 31, 2026SEC filing
By holdings overlap
| Fund | Category | Overlap with MVFD | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| MVFDMonarch Volume Factor Dividend Tree Index ETF | Dividend | — | 1.10% | $129M | +13.7% | 1.42% | |
| PXEInvesco Energy Exploration & Production ETF | Energy | 19% | 0.61% | $145M | +43.1% | 1.47% | side by side |
| FTIFFirst Trust Bloomberg Inflation Sensitive Equity ETF | Mid Cap Blend | 19% | 0.60% | $5.7M | +28.4% | 1.27% | side by side |
| XOPState Street SPDR S&P Oil & Gas Exploration & Production ETF | Energy | 18% | 0.35% | $4.2B | +43.0% | 1.63% | side by side |
| LNGXGlobal X U.S. Natural Gas ETF | Natural Gas | 18% | 0.45% | $57M | — | 0.79% | side by side |
| FTDSFirst Trust Dividend Strength ETF | Dividend | 18% | 0.70% | $38M | +12.9% | 1.69% | side by side |
Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.