MNVT vs XUDV
Comparison between MOONVEST ETF (MNVT, ETF) and Franklin U.S. Dividend Multiplier Index ETF (XUDV, ETF).
MNVT vs XUDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MNVT
$73M
Winner
XUDV
$74M
Expense Ratio
MNVT
0.75%
Winner
XUDV
0.09%
Max Drawdown
MNVT
22.39%
Winner
XUDV
16.47%
Sharpe Ratio
MNVT
1.00
Winner
XUDV
1.86
5Y Beta
MNVT
2.45
Winner
XUDV
0.73
P/E Ratio
Winner
MNVT
-7.20
XUDV
23.38
Forward P/E
Winner
MNVT
10.99
XUDV
12.80
PEG Ratio
MNVT
N/A
XUDV
0.11
5Y EPS CAGR
MNVT
N/A
XUDV
4.88%
Debt to Equity
MNVT
-7.82%
Winner
XUDV
-200.38%
P/S Ratio
Winner
MNVT
1.18
XUDV
1.44
P/B Ratio
MNVT
2.38
Winner
XUDV
2.19
MNVT vs XUDV - Holdings Comparison
MNVT and XUDV have 3 common holdings. Overlap is 0.51%
MNVT's top 25 holdings weight is 100.00%. XUDV's top 25 holdings weight is 77.24%.
| Rank | MNVT | XUDV |
|---|---|---|
| #1 | CLEANSPARK INC (CLSK) - 7.65% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 5.13% |
| #2 | ODDITY TECH LTD CLASS A SHARES (ODD) - 5.99% | THE KRAFT HEINZ CO (KHC) - 4.79% |
| #3 | RED CAT HOLDINGS INC (RCAT) - 5.50% | GENERAL MILLS INC (GIS) - 4.62% |
| #4 | REDWIRE CORP (RDW) - 5.39% | PFIZER INC (PFE) - 4.54% |
| #5 | PAGAYA TECHNOLOGIES LTD CLASS A (PGY) - 5.18% | ALTRIA GROUP INC (MO) - 4.34% |
| #6 | TRANSMEDICS GROUP INC (TMDX) - 5.12% | BEST BUY CO INC (BBY) - 4.33% |
| #7 | COURSERA INC (COUR) - 4.91% | VERIZON COMMUNICATIONS INC (VZ) - 4.11% |
| #8 | DLOCAL LTD CLASS A (DLO) - 4.83% | PAYCHEX INC (PAYX) - 4.07% |
| #9 | SAREPTA THERAPEUTICS INC (SRPT) - 4.77% | ONEOK INC (OKE) - 3.65% |
| #10 | SUPER MICRO COMPUTER INC (SMCI) - 4.75% | HP INC (HPQ) - 3.29% |
| #11 | FLUENCE ENERGY INC CLASS A (FLNC) - 4.62% | n/a (ARES) - 3.25% |
| #12 | THE SIMPLY GOOD FOODS CO (SMPL) - 4.52% | PRUDENTIAL FINANCIAL INC (PRU) - 3.25% |
| #13 | CHAGEE HOLDINGS LTD ADR (CHA) - 4.47% | T. ROWE PRICE GROUP INC (TROW) - 3.22% |
| #14 | WIX.COM LTD (WIX) - 4.39% | BLACKSTONE INC (BX) - 2.75% |
| #15 | NUSCALE POWER CORP CLASS A (SMR) - 4.35% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.42% |
| #16 | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 4.26% | EDISON INTERNATIONAL (EIX) - 2.38% |
| #17 | WERIDE INC ADR (WRD) - 4.26% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.26% |
| #18 | IONQ INC (IONQ) - 4.09% | TRUIST FINANCIAL CORP (TFC) - 2.23% |
| #19 | SYMBOTIC INC ORDINARY SHARES CLASS A (SYM) - 3.86% | KEYCORP (KEY) - 2.06% |
| #20 | ARRAY TECHNOLOGIES INC ORDINARY SHARES (ARRY) - 3.53% | CME GROUP INC CLASS A (CME) - 1.97% |
| #21 | LUCID GROUP INC SHS (LCID) - 3.53% | REGIONS FINANCIAL CORP (RF) - 1.93% |
| #22 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.06% | n/a (FIS) - 1.90% |
| #23 | US DOLLARS (n/a) - 0.00% | OMNICOM GROUP INC (OMC) - 1.80% |
| #24 | OTHER ASSETS AND LIABILITIES (n/a) - -0.03% | EVERSOURCE ENERGY (ES) - 1.56% |
| #25 | N/A | SANDISK CORP ORDINARY SHARES (SNDK) - 1.39% |
| Total Holdings | 24 | 96 |
MNVT vs XUDV - Historical Returns
Returns include dividend reinvestment.
1M
MNVT
-8.03%
Winner
XUDV
+3.03%
3M
MNVT
+4.08%
Winner
XUDV
+10.36%
6M
MNVT
N/A
XUDV
+19.09%
1Y
MNVT
N/A
XUDV
+29.88%
Max(CAGR)
Winner
MNVT
+46.61%
XUDV
+22.22%
MNVT vs XUDV - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | MNVT | XUDV |
|---|---|---|
| 2026 | +13.99% | +23.25% |
| 2025 | N/A | +8.24% |
MNVT vs XUDV Drawdown Comparison
The maximum drawdown for MNVT was -22.39%, occurring on Jul 17, 2026. This drawdown has not yet recovered.
The maximum drawdown for XUDV was -15.98%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current MNVT drawdown is -19.24%. The current XUDV drawdown is -0.38%.
| Rank | MNVT | XUDV |
|---|---|---|
| #1 | -22.39% Jun 1, 2026 - Jul 17, 2026 | -15.98% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -12.56% Mar 25, 2026 - Apr 14, 2026 | -6.34% Oct 3, 2025 - Dec 10, 2025 |
| #3 | -8.88% May 11, 2026 - May 26, 2026 | -5.03% Feb 26, 2026 - Apr 15, 2026 |
| #4 | -8.56% Apr 22, 2026 - May 6, 2026 | -3.97% Jul 23, 2025 - Aug 22, 2025 |
| #5 | -4.18% Mar 18, 2026 - Mar 25, 2026 | -2.61% Jun 15, 2026 - Jul 10, 2026 |
| #6 | -1.40% Apr 20, 2026 - Apr 22, 2026 | -2.19% May 29, 2026 - Jun 12, 2026 |
| #7 | -0.24% Apr 16, 2026 - Apr 20, 2026 | -2.06% Jul 10, 2025 - Jul 23, 2025 |
| #8 | N/A | -1.98% Jan 24, 2025 - Feb 18, 2025 |
| #9 | N/A | -1.57% Dec 11, 2025 - Jan 5, 2026 |
| #10 | N/A | -1.52% Jan 14, 2026 - Jan 30, 2026 |
| #11 | N/A | -1.47% Aug 22, 2025 - Sep 11, 2025 |
| #12 | N/A | -1.44% Sep 11, 2025 - Sep 30, 2025 |
| #13 | N/A | -1.36% Feb 11, 2026 - Feb 26, 2026 |
| #14 | N/A | -1.34% May 6, 2026 - May 14, 2026 |
| #15 | N/A | -1.23% Apr 22, 2026 - Apr 30, 2026 |
Correlation
Correlation between MNVT and XUDV is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
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