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%1.27%+24.8%+26.5%[…][…]−9.1%14.9%$142M1.2

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.03%−6.1%−1.4%[…][…]−25.1%23.9%$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 4, 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

−6.1%Year to dateJan 1 → Nov 4+24.8%

−1.4%1 yearTotal return+26.5%

[…]3 years · per year[…]

[…]5 years · per year[…]

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

6.03%Trailing 12-mo yield$603 · $127 a year on $10k1.27%

−25.1%Worst dropSmaller is better−9.1%

23.9%VolatilityLower is calmer14.9%

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

1–5MVFD wins

End-of-day Nov 4, 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

42.8%in top 5

MVFD

in top 515.9%

LBOStockMVFD

10.3%ARCCnot top 5

9.9%APOnot top 5

8.0%ARESnot top 5

7.4%KKRnot top 5

7.2%BXSLnot top 5

not top 5LW3.5%

not top 5VRSK3.2%

not top 5ADP3.1%

not top 5RHI3.1%

not top 5TTEK3.0%

Held in common4.9%

End-of-day Nov 4, 2026 · share of each fund

LBO vs MVFD Returns, Every Period

1Y

WHITEWOLFLBO

−1.4%

past year

MVFDMonarch

+26.5%

past year

LBOMVFDFaded: behind in that period

0–2MVFD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: LBO vs MVFD

YTD

WHITEWOLFLBO

−6.1%

MVFDMonarch

+24.8%

−6.1%Year to date+24.8%

−25.1%Worst drop · 1Y−9.1%

23.9%Volatility · 1Y14.9%

6.0%Yield1.3%

$6.5MAssets$142M

3–1MVFD wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: LBO, MVFD

1Y

6.03%highest, LBO

FundTrailing yieldYield$10k

LBO6.03%$603

MVFD1.27%$127

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$17most kept, MVFD

MVFD$127 − $110 = $17

LBO$603 − $653 = −$50

KeptFee

End-of-day Nov 4, 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 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+26.5%MVFD, at 14.9% volatility

MVFDWorst drop−9.1%14.9% vol

LBOWorst drop−25.1%23.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

LBOMVFD

−6.1%Year to date+24.8%

6.0%Yield1.3%

−1.4%Past year+26.5%

6.53%Fee1.10%

3–1MVFD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026