Compare · 3 funds side by side · dividends reinvested

FDIQ, MVFD and VIG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,653VIG · best of the three

Story of the three · IncomeMost incomeFDIQ · 1.93% · $193 a year on $10k

Story of the three · RiskSmallest drop

FDIQ, MVFD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.4

Invesco Bloomberg Financial Data Providers ETFSectors · Financials0.35%1.93%[…][…][…][…][…][…]$44M1.5

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.30%+22.3%+23.6%[…][…]−9.1%15.2%$142M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: FDIQ 2011 · MVFD 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Bloomberg Financial Data Providers ETF · $44M[…]

FDIQ

MVFD

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

$10,000 five years ago, dividends reinvested · they hold 6.5% in common

FDIQ

More Ways to See the Pairs

FDIQ vs MVFD: Top 5 Holdings

Today

FDIQ

24.6%in top 5

MVFD

in top 516.0%

FDIQStockMVFD

5.3%CBOEnot top 5

4.9%VRSK3.3%

4.8%EXPN.Lnot top 5

4.8%MSCInot top 5

4.8%SPGI

Cost, Income and Risk

Fees: FDIQ, MVFD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FDIQ0.35%$35

MVFD1.10%$110

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FDIQ, MVFD, VIG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

MVFD

[…]Year to dateJan 1 → Nov 12+22.3%

[…]1 yearTotal return+23.6%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $110 a year on $10k · lower is better1.10%

1.93%Trailing 12-mo yield$193 · $130 a year on $10k1.30%

[…]Worst dropSmaller is better−9.1%

[…]VolatilityLower is calmer15.2%

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

2–0FDIQ wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5LW3.6%

not top 5ADP3.1%

not top 5TTEK3.0%

not top 5RHI3.0%

Held in common6.5%

End-of-day Nov 12, 2026 · share of each fund

FDIQ vs MVFD Returns, Every Period

1Y

InvescoFDIQ

[…]

past year

MVFDMonarch

+23.6%

past year

Returns […]

FDIQMVFDFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Sector vs Income: FDIQ vs VIG

YTD

InvescoFDIQ

[…]

VIGVanguard

+16.0%

[…]Year to date+16.0%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y11.0%

1.9%Yield1.4%

$43.7MAssets$109B

1–0FDIQ wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.93%highest, FDIQ

FundTrailing yieldYield$10k

FDIQ1.93%$193

VIG1.45%$145

MVFD1.30%$130

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

Income After Fees on $10,000

1Y

$158most kept, FDIQ

FDIQ$193 − $35 = $158

VIG$145 − $4 = $141

MVFD$130 − $110 = $20

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FDIQ, MVFD, VIG

Today

6.5%most shared, FDIQ and MVFD

FDIQMVFDVIG

FDIQ—6.5%2.3%

MVFD6.5%—4.9%

VIG2.3%4.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.6%MVFD, at 15.2% volatility

VIGWorst drop−7.9%11.0% vol

MVFDWorst drop−9.1%15.2% vol

FDIQWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FDIQMVFD

[…]Year to date+22.3%

1.9%Yield1.3%

[…]Past year+23.6%

0.35%Fee1.10%

2–0FDIQ wins

End-of-day Nov 12, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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FDIQ, MVFD and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three