MVFD
Price
$27.06
Change
+$0.04 (+0.15%)
Updated
Sep 30 closing price
Net Assets
75.68M
ZTR
Price
$6.43
Change
+$0.03 (+0.47%)
Updated
Sep 30, 04:59 PM (EDT)
Net Assets
395.5M
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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$27.06
Change+$0.04 (+0.15%)
Volume$1.94K
Net Assets75.68M
Virtus Total Return Fund
Price$6.43
Change+$0.03 (+0.47%)
VolumeN/A
Net Assets395.5M
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
Oct 01, 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 Hold and ZTR is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
ZTR has more net assets: 396M vs. MVFD (75.7M). ZTR has a higher annual dividend yield than MVFD: ZTR (17.745) vs MVFD (5.104). 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 YTD5.10417.74529%
Net Assets75.7M396M19%
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
58%
Bearish Trend 2 days ago
82%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
89%
Bearish Trend 2 days ago
71%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
86%
MACD
ODDS (%)
Bearish Trend 2 days ago
67%
Bullish Trend 2 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
85%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
62%
Bullish Trend 2 days ago
84%
Advances
ODDS (%)
Bullish Trend 7 days ago
81%
Bullish Trend 2 days ago
88%
Declines
ODDS (%)
Bearish Trend 16 days ago
70%
Bearish Trend 9 days ago
82%
BollingerBands
ODDS (%)
Bearish Trend 7 days ago
83%
Bearish Trend 2 days ago
88%
Aroon
ODDS (%)
Bullish Trend 2 days ago
87%
Bullish Trend 2 days ago
85%
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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
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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%
-0.70%
BRSL - MVFD
57%
Loosely correlated
+1.17%
LOW - MVFD
15%
Poorly correlated
-1.48%
AOS - MVFD
15%
Poorly correlated
+0.41%
DGX - MVFD
14%
Poorly correlated
-0.08%
CALM - MVFD
12%
Poorly correlated
-2.35%
More

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%
+1.11%
AMT - ZTR
9%
Poorly correlated
+0.14%
CCI - ZTR
8%
Poorly correlated
+0.92%
AEP - ZTR
6%
Poorly correlated
+0.59%
NEE - ZTR
4%
Poorly correlated
+0.47%
LNG - ZTR
3%
Poorly correlated
-1.25%
More