Compare LBO and MVFD | ETF Tracker

LBO and MVFD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.31%+20.8%+23.5%[…][…]−9.1%14.6%$142M1.2

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.28%−9.9%−5.3%[…][…]−25.1%23.5%$7M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: LBO 2023 · MVFD 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WHITEWOLF Publicly Listed Private Equity ETF · $7M[…]

LBO

MVFD

Monarch Volume Factor Dividend Tree ETF · $142M[…]

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

LBOMeasureMVFD

−9.9%Year to dateJan 1 → Nov 3+20.8%

−5.3%1 yearTotal return+23.5%

[…]3 years · per year[…]

[…]5 years · per year[…]

6.53%Expense ratio$653 · $110 a year on $10k · lower is better1.10%

6.28%Trailing 12-mo yield$628 · $131 a year on $10k1.31%

−25.1%Worst dropSmaller is better−9.1%

23.5%VolatilityLower is calmer14.6%

LBOMVFD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5MVFD wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LBO vs MVFD: Top 5 Holdings

Today

LBO

43.6%in top 5

MVFD

in top 516.0%

LBOStockMVFD

10.5%ARCCnot top 5

10.2%APOnot top 5

8.2%ARESnot top 5

7.4%KKRnot top 5

7.3%BXSLnot top 5

not top 5LW3.6%

not top 5VRSK3.3%

not top 5RHI3.1%

not top 5ADP3.1%

not top 5TTEK3.0%

Held in common4.9%

End-of-day Nov 3, 2026 · share of each fund

LBO vs MVFD Returns, Every Period

1Y

WHITEWOLFLBO

−5.3%

past year

MVFDMonarch

+23.5%

past year

LBOMVFDFaded: behind in that period

0–2MVFD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: LBO vs MVFD

YTD

WHITEWOLFLBO

−9.9%

MVFDMonarch

+20.8%

−9.9%Year to date+20.8%

−25.1%Worst drop · 1Y−9.1%

23.5%Volatility · 1Y14.6%

6.3%Yield1.3%

$6.5MAssets$142M

3–1MVFD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LBO, MVFD

Today

1.10%lowest, MVFD

FundExpense ratioFee$10k

MVFD1.10%$110

LBO6.53%$653

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: LBO, MVFD

1Y

6.28%highest, LBO

FundTrailing yieldYield$10k

LBO6.28%$628

MVFD1.31%$131

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$21most kept, MVFD

MVFD$131 − $110 = $21

LBO$628 − $653 = −$25

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: LBO, MVFD

Today

4.9%most shared, LBO and MVFD

LBOMVFD

LBO—4.9%

MVFD4.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+23.5%MVFD, at 14.6% volatility

MVFDWorst drop−9.1%14.6% vol

LBOWorst drop−25.1%23.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

LBOMVFD

−9.9%Year to date+20.8%

6.3%Yield1.3%

−5.3%Past year+23.5%

6.53%Fee1.10%

3–1MVFD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026