MVFD
Price
$26.37
Change
+$0.05 (+0.19%)
Updated
Jul 2 closing price
Net Assets
71.36M
ZTR
Price
$6.25
Change
-$0.00 (-0.00%)
Updated
Jul 2 closing price
Net Assets
391.62M
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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$26.37
Change+$0.05 (+0.19%)
Volume$1.63K
Net Assets71.36M
Virtus Total Return Fund
Price$6.25
Change-$0.00 (-0.00%)
Volume$217.03K
Net Assets391.62M
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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MVFD vs. ZTR commentary
Jul 03, 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 StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
ZTR has more net assets: 392M vs. MVFD (71.4M). ZTR has a higher annual dividend yield than MVFD: ZTR (12.258) vs MVFD (2.157). MVFD was incepted earlier than ZTR: MVFD (1 year) vs ZTR (20 years). MVFD (1.25) has a lower expense ratio than ZTR (1.60). MVFD has a higher turnover ZTR (59.00) vs ZTR (59.00).
MVFDZTRMVFD / ZTR
Gain YTD2.15712.25818%
Net Assets71.4M392M18%
Total Expense Ratio1.251.6078%
Turnover264.0059.00447%
Yield1.530.21733%
Fund Existence1 year20 years-
TECHNICAL ANALYSIS
Technical Analysis
MVFDZTR
RSI
ODDS (%)
Bearish Trend 1 day ago
90%
Bearish Trend 1 day ago
80%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
82%
Bearish Trend 1 day ago
74%
Momentum
ODDS (%)
Bullish Trend 1 day ago
84%
Bullish Trend 1 day ago
88%
MACD
ODDS (%)
Bullish Trend 1 day ago
75%
Bullish Trend 1 day ago
89%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
77%
Bullish Trend 1 day ago
84%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
75%
Bullish Trend 1 day ago
81%
Advances
ODDS (%)
Bullish Trend 1 day ago
79%
Bullish Trend 3 days ago
86%
Declines
ODDS (%)
N/A
Bearish Trend 14 days ago
83%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
90%
Bullish Trend 1 day ago
88%
Aroon
ODDS (%)
Bullish Trend 1 day ago
62%
Bullish Trend 1 day ago
86%
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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 closely correlated with PFG. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if MVFD jumps, then PFG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MVFD
1D Price
Change %
MVFD100%
+0.18%
PFG - MVFD
77%
Closely correlated
-0.40%
JHG - MVFD
75%
Closely correlated
+1.65%
DCI - MVFD
75%
Closely correlated
+0.69%
ZWS - MVFD
73%
Closely correlated
+0.35%
NDSN - MVFD
72%
Closely correlated
+1.03%
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ZTR and

Correlation & Price change

A.I.dvisor tells us that ZTR and AMT have been poorly correlated (+9% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ZTR and AMT's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ZTR
1D Price
Change %
ZTR100%
N/A
AMT - ZTR
9%
Poorly correlated
-0.73%
CCI - ZTR
8%
Poorly correlated
-0.53%
AEP - ZTR
6%
Poorly correlated
-1.08%
SRE - ZTR
5%
Poorly correlated
-1.79%
NEE - ZTR
4%
Poorly correlated
-0.05%
More