Compare · 3 funds side by side · dividends reinvested

FDIQ, MVFD and VYM

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,324VYM · best of the three

Story of the three · IncomeMost incomeVYM · 2.23% · $223 a year on $10k

Story of the three · RiskSmallest drop

FDIQ, MVFD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.23%+17.0%+19.9%+20.1%+11.6%−6.7%10.9%$78.9B1.3

Invesco Bloomberg Financial Data Providers ETFSectors · Financials0.35%1.93%[…][…][…][…][…][…]$44M2.0

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 11, 2026 · returns include dividends · since: FDIQ 2011 · MVFD 2024 · VYM 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, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

FDIQ0.35%$35

MVFD1.10%$110

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FDIQ, MVFD, VYM

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 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

MVFD

[…]Year to dateJan 1 → Nov 11+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 11, 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 11, 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 11, 2026 · dividends in · faded = behind in that period

Sector vs Income: FDIQ vs VYM

YTD

InvescoFDIQ

[…]

VYMVanguard

+17.0%

[…]Year to date+17.0%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y10.9%

1.9%Yield2.2%

$43.7MAssets$78.9B

1–0VYM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.23%highest, VYM

FundTrailing yieldYield$10k

VYM2.23%$223

FDIQ1.93%$193

MVFD1.30%$130

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$219most kept, VYM

VYM$223 − $4 = $219

FDIQ$193 − $35 = $158

MVFD$130 − $110 = $20

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FDIQ, MVFD, VYM

Today

6.5%most shared, FDIQ and MVFD

FDIQMVFDVYM

FDIQ—6.5%0.9%

MVFD6.5%—5.3%

VYM0.9%5.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.6%MVFD, at 15.2% volatility

VYMWorst drop−6.7%10.9% vol

MVFDWorst drop−9.1%15.2% vol

FDIQWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VYMMVFD

+17.0%Year to date+22.3%

2.2%Yield1.3%

+19.9%Past year+23.6%

0.04%Fee1.10%

2–2level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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FDIQ, MVFD and VYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three