Compare · 3 funds side by side · dividends reinvested

FDIQ, MVFD and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,861XLF · best of the three

Story of the three · IncomeMost incomeFDIQ · 1.94% · $194 a year on $10k

Story of the three · RiskSmallest drop

FDIQ, MVFD and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Bloomberg Financial Data Providers ETFSectors · Financials0.35%1.94%[…][…][…][…][…][…]$44M1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.1B1.6

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.30%+21.9%+22.5%[…][…]−9.1%15.2%$142M1.7

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 · XLF 1998

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 6.6% in common

FDIQ

More Ways to See the Pairs

FDIQ vs MVFD: Top 5 Holdings

Today

FDIQ

24.5%in top 5

MVFD

in top 516.0%

FDIQStockMVFD

5.3%CBOEnot top 5

4.9%VRSK3.3%

4.8%MSCInot top 5

4.8%SPGInot top 5

4.7%EXPN.L

Cost, Income and Risk

Fees: FDIQ, MVFD, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

FDIQ0.35%$35

MVFD1.10%$110

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

Yields: FDIQ, MVFD, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

MVFD

[…]Year to dateJan 1 → Nov 12+21.9%

[…]1 yearTotal return+22.5%

[…]3 years · per year[…]

[…]5 years · per year[…]

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

1.94%Trailing 12-mo yield$194 · $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 common6.6%

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

FDIQ vs MVFD Returns, Every Period

1Y

InvescoFDIQ

[…]

past year

MVFDMonarch

+22.5%

past year

Returns […]

FDIQMVFDFaded: behind in that period

0–0Level

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

FDIQ vs XLF

YTD

InvescoFDIQ

[…]

XLFSPDR

+7.6%

[…]Year to date+7.6%

[…]Worst drop · 1Y−14.8%

[…]Volatility · 1Y15.3%

1.9%Yield1.4%

$43.7MAssets$54.1B

1–0FDIQ wins

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

1Y

1.94%highest, FDIQ

FundTrailing yieldYield$10k

FDIQ1.94%$194

XLF1.42%$142

MVFD1.30%$130

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

Income After Fees on $10,000

1Y

$159most kept, FDIQ

FDIQ$194 − $35 = $159

XLF$142 − $8 = $134

MVFD$130 − $110 = $20

KeptFee

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

Overlap: FDIQ, MVFD, XLF

Today

7.4%most shared, FDIQ and XLF

FDIQMVFDXLF

FDIQ—6.6%7.4%

MVFD6.6%—4.1%

XLF7.4%4.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+22.5%MVFD, at 15.2% volatility

MVFDWorst drop−9.1%15.2% vol

XLFWorst drop−14.8%15.3% vol

FDIQWorst drop[…][…]

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

Paid More vs Made More

YTD

FDIQMVFD

[…]Year to date+21.9%

1.9%Yield1.3%

[…]Past year+22.5%

0.35%Fee1.10%

2–0FDIQ wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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FDIQ, MVFD and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three