Compare · 3 funds side by side · dividends reinvested

IVV, MVFD and VTI

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomeMVFD · 1.30% · $130 a year on $10k

Story of the three · RiskSmallest drop

IVV, MVFD and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.6

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

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+12.6%+13.0%+21.7%+10.8%−8.9%13.9%$689B2.0

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: IVV 2000 · MVFD 2024 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $883B$17,530

IVV

MVFD

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

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

IVVMeasure

More Ways to See the Pairs

IVV vs MVFD: Top 5 Holdings

Today

IVV

26.9%in top 5

MVFD

in top 516.0%

IVVStockMVFD

7.8%AAPLnot top 5

6.3%NVDAnot top 5

6.1%MSFTnot top 5

4.1%AMZNnot top 5

not top 5LW3.6%

Cost, Income and Risk

Fees: IVV, MVFD, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

MVFD1.10%$110

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

Yields: IVV, MVFD, VTI

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

MVFD

+12.3%Year to dateJan 1 → Nov 11+22.3%

+12.7%1 yearTotal return+23.6%

+21.9%3 years · per year$10,000 became $18,122 · […][…]

+11.9%5 years · per year$10,000 became $17,530 · […][…]

0.03%Expense ratio$3 · $110 a year on $10k · lower is better1.10%

1.10%Trailing 12-mo yield$110 · $130 a year on $10k1.30%

−8.9%Worst dropSmaller is better−9.1%

13.7%VolatilityLower is calmer15.2%

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

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5VRSK3.3%

not top 5ADP3.1%

not top 5TTEK3.0%

not top 5RHI3.0%

2.6%GOOGLnot top 5

Held in common2.0%

End-of-day Nov 11, 2026 · share of each fund

IVV vs MVFD Returns, Every Period

1Y

iSharesIVV

+12.7%

past year

MVFDMonarch

+23.6%

past year

IVVMVFDFaded: behind in that period

0–2MVFD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs MVFD

YTD

iSharesIVV

+12.3%

MVFDMonarch

+22.3%

+12.3%Year to date+22.3%

−8.9%Worst drop · 1Y−9.1%

13.7%Volatility · 1Y15.2%

1.1%Yield1.3%

$883BAssets$142M

2–2level

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

1Y

1.30%highest, MVFD

FundTrailing yieldYield$10k

MVFD1.30%$130

IVV1.10%$110

VTI1.05%$106

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

VTI$106 − $3 = $103

MVFD$130 − $110 = $20

KeptFee

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

Overlap: IVV, MVFD, VTI

Today

85.8%most shared, IVV and VTI

IVVMVFDVTI

IVV—2.0%85.8%

MVFD2.0%—1.8%

VTI85.8%1.8%—

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

IVVWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

MVFDWorst drop−9.1%15.2% vol

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

Paid More vs Made More

YTD

MVFDVTI

+22.3%Year to date+12.6%

1.3%Yield1.1%

+23.6%Past year+13.0%

1.10%Fee0.03%

3–1MVFD wins

End-of-day Nov 11, 2026

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

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IVV, MVFD and VTI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three