MVFG vs RFDI
Comparison between MONARCH VOLUME FACTOR GLOBAL UNCONSTRAINED INDEX ETF (MVFG, ETF) and FIRST TRUST RIVERFRONT DYNAMIC DEVELOPED INTERNATIONAL ETF (RFDI, ETF).
MVFG vs RFDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MVFG
$158M
Winner
RFDI
$158M
Expense Ratio
MVFG
1.42%
Winner
RFDI
0.83%
Max Drawdown
Winner
MVFG
15.34%
RFDI
42.41%
Sharpe Ratio
MVFG
1.13
Winner
RFDI
1.27
5Y Beta
Winner
MVFG
0.58
RFDI
0.74
5Y Dividends CAGR
MVFG
N/A
RFDI
23.69%
MVFG vs RFDI - Holdings Comparison
MVFG and RFDI have 1 common holdings. Overlap is 0.00%
MVFG's top 25 holdings weight is 99.99%. RFDI's top 25 holdings weight is 41.22%.
| Rank | MVFG | RFDI |
|---|---|---|
| #1 | XTRACKERS RUSSELL US MULTIFACTOR ETF (DEUS) - 5.35% | HSBC HOLDINGS PLC (n/a) - 3.22% |
| #2 | COLUMBIA EM CORE EX-CHINA ETF (XCEM) - 4.91% | ADVANTEST CORP (n/a) - 2.98% |
| #3 | AMERICAN CENTURY QUALITY DVRS INTL ETF (QINT) - 4.78% | ASML HOLDING NV (n/a) - 2.37% |
| #4 | STATE STREET® SPDR® MSCI ACWI EX-US ETF (CWI) - 4.50% | SHELL PLC (n/a) - 2.14% |
| #5 | BNY MELLON US MID CAP CORE EQUITY ETF (BKMC) - 4.46% | ABB LTD (n/a) - 2.01% |
| #6 | STATE STREET® SPDR® S&P® GLOBAL DIV ETF (WDIV) - 4.36% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.99% |
| #7 | FLEXSHARES INTL QUAL DIV ETF (IQDF) - 4.16% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.89% |
| #8 | INVESCO BLOOMBERG ANALYST RATING IMP ETF (UPGD) - 4.14% | TOTALENERGIES SE (TTE:XPAR) - 1.84% |
| #9 | JPMORGAN DIVERS RET US MID CP EQ ETF (JPME) - 4.13% | BARCLAYS PLC (n/a) - 1.82% |
| #10 | VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 4.13% | BNP PARIBAS ACT. CAT.A (n/a) - 1.68% |
| #11 | PROSHARES S&P 500® EX-TECHNOLOGY (SPXT) - 4.13% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.67% |
| #12 | ISHARES CURRENCY HDGD MSCI ACWI EXUS ETF (HAWX) - 4.09% | ALLIANZ SE (n/a) - 1.56% |
| #13 | VANGUARD FTSE ALL-WLD EX-US SMCP ETF (VSS) - 4.08% | MIZUHO FINANCIAL GROUP INC (n/a) - 1.49% |
| #14 | STATE STREET®SPDR®MSCIEAFEFSSLFLRSVFRETF (EFAX) - 4.02% | BP PLC (n/a) - 1.47% |
| #15 | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 3.98% | NORDEA BANK ABP (n/a) - 1.31% |
| #16 | XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) - 3.93% | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.31% |
| #17 | VANGUARD INTL HI DIV YLD IDX ETF (VYMI) - 3.92% | BHP GROUP LTD (n/a) - 1.24% |
| #18 | STATE STREET® SPDR® S&P EM MKTS DIV ETF (EDIV) - 3.91% | NATWEST GROUP PLC (n/a) - 1.24% |
| #19 | JPMORGAN DIVERSIFIED RETURN INTL EQ ETF (JPIN) - 3.90% | DEUTSCHE BANK AG (n/a) - 1.22% |
| #20 | JPMORGAN DIVERSIFIED RETURN US EQ ETF (JPUS) - 3.87% | RECRUIT HOLDINGS CO LTD (n/a) - 1.21% |
| #21 | ALPS INTERNATIONAL SECTOR DIV DOGS ETF (IDOG) - 3.85% | FAST RETAILING CO LTD (n/a) - 1.15% |
| #22 | INVESCO INTERNATIONAL DIV ACHIEV ETF (PID) - 3.83% | UNIPOL ASSICURAZIONI SPA (n/a) - 1.12% |
| #23 | VICTORYSHARES DIVIDEND ACCELERATOR ETF (VSDA) - 3.76% | BPER BANCA SPA (n/a) - 1.12% |
| #24 | PACER GLOBAL CASH COWS DIVIDEND ETF (GCOW) - 3.68% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.11% |
| #25 | US DOLLARS (n/a) - 0.12% | ORIX CORP (n/a) - 1.06% |
| Total Holdings | 25 | 157 |
MVFG vs RFDI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MVFG
-0.66%
RFDI
-0.76%
3M
MVFG
+3.26%
Winner
RFDI
+3.83%
6M
Winner
MVFG
+11.14%
RFDI
+10.79%
1Y
Winner
MVFG
+25.38%
RFDI
+22.79%
5Y(CAGR)
MVFG
N/A
RFDI
+7.89%
10Y(CAGR)
MVFG
N/A
RFDI
+8.39%
Max(CAGR)
Winner
MVFG
+16.41%
RFDI
+8.45%
MVFG vs RFDI - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | MVFG | RFDI |
|---|---|---|
| 2026 | +7.16% | +6.20% |
| 2025 | +21.49% | +36.63% |
| 2024 | +5.34% | +6.40% |
| 2023 | N/A | +18.08% |
| 2022 | N/A | -23.55% |
| 2021 | N/A | +16.14% |
| 2020 | N/A | +8.21% |
| 2019 | N/A | +20.81% |
| 2018 | N/A | -18.96% |
| 2017 | N/A | +23.63% |
| 2016 | N/A | +4.58% |
MVFG vs RFDI Drawdown Comparison
The maximum drawdown for MVFG was -15.34%, occurring on Nov 20, 2025. Recovery took 55 trading sessions.
The maximum drawdown for RFDI was -39.39%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.
The current MVFG drawdown is -2.21%. The current RFDI drawdown is -2.70%.
| Rank | MVFG | RFDI |
|---|---|---|
| #1 | -15.34% Oct 15, 2025 - Jan 5, 2026 | -39.39% Jan 26, 2018 - Dec 29, 2020 |
| #2 | -12.19% Dec 9, 2024 - Jun 2, 2025 | -35.87% Sep 3, 2021 - Aug 23, 2024 |
| #3 | -9.54% Feb 25, 2026 - May 6, 2026 | -13.44% Mar 19, 2025 - Apr 28, 2025 |
| #4 | -7.68% Jul 16, 2024 - Sep 19, 2024 | -10.29% Apr 20, 2016 - Aug 9, 2016 |
| #5 | -4.57% Mar 28, 2024 - May 14, 2024 | -10.20% Feb 25, 2026 - Mar 20, 2026 |
| #6 | -4.35% Jul 23, 2025 - Aug 12, 2025 | -9.59% Sep 26, 2024 - Mar 5, 2025 |
| #7 | -3.96% Oct 8, 2025 - Oct 13, 2025 | -5.99% Feb 16, 2021 - Apr 5, 2021 |
| #8 | -3.09% Oct 18, 2024 - Nov 7, 2024 | -5.32% Sep 7, 2016 - Jan 4, 2017 |
| #9 | -2.86% Nov 7, 2024 - Nov 27, 2024 | -4.79% Nov 12, 2025 - Dec 3, 2025 |
| #10 | -2.53% Jun 2, 2026 - Jun 5, 2026 | -4.47% Jan 21, 2021 - Feb 11, 2021 |
| #11 | -2.41% May 6, 2026 - May 26, 2026 | -3.95% Jul 23, 2025 - Aug 12, 2025 |
| #12 | -2.23% Jan 27, 2026 - Feb 6, 2026 | -3.93% Aug 27, 2024 - Sep 26, 2024 |
| #13 | -1.69% Jun 12, 2025 - Jun 26, 2025 | -3.52% Oct 3, 2025 - Oct 27, 2025 |
| #14 | -1.57% May 21, 2024 - Jun 5, 2024 | -3.15% May 7, 2021 - May 20, 2021 |
| #15 | -1.45% Feb 11, 2026 - Feb 20, 2026 | -3.08% Jun 15, 2021 - Jul 7, 2021 |
Correlation
Correlation between MVFG and RFDI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
MVFG vs RFDI dividend yield comparison.
| Year | MVFG | RFDI |
|---|---|---|
| 2026 | 0.23% | 0.40% |
| 2025 | 1.90% | 3.45% |
| 2024 | 1.67% | 5.21% |
| 2023 | 0.00% | 2.43% |
| 2022 | 0.00% | 5.00% |
| 2021 | 0.00% | 3.22% |
| 2020 | 0.00% | 1.34% |
| 2019 | 0.00% | 2.72% |
| 2018 | 0.00% | 2.59% |
| 2017 | 0.00% | 1.63% |
| 2016 | 0.00% | 1.85% |
Select Stocks to Compare
Popular: MVFG vs SPYRFDI vs SPY
More Comparisons
Compare with similar stocks