Compare · 3 funds side by side · dividends reinvested

LBO, MVFD and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

LBO, MVFD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.32%+20.3%+22.3%[…][…]−9.1%15.1%$142M2.2

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.25%−9.4%−4.6%[…][…]−25.1%24.1%$7M2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: LBO 2023 · MVFD 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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 4.7% in common

LBOMeasureMVFD

−9.4%Year to dateJan 1 → Nov 6+20.3%

−4.6%1 yearTotal return+22.3%

[…]3 years · per year[…]

[…]5 years · per year[…]

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

6.25%Trailing 12-mo yield$625 · $132 a year on $10k1.32%

−25.1%Worst dropSmaller is better−9.1%

24.1%VolatilityLower is calmer15.1%

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

1–5MVFD wins

End-of-day Nov 6, 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

43.8%in top 5

MVFD

in top 516.2%

LBOStockMVFD

10.5%ARCCnot top 5

10.0%APOnot top 5

8.2%ARESnot top 5

7.6%KKRnot top 5

7.5%BXSLnot top 5

not top 5LW3.5%

not top 5VRSK3.4%

not top 5ADP3.2%

not top 5TTEK3.0%

not top 5SIRI3.0%

Held in common4.7%

End-of-day Nov 6, 2026 · share of each fund

LBO vs MVFD Returns, Every Period

WHITEWOLFLBO

−4.6%

past year

MVFDMonarch

+22.3%

past year

LBOMVFDFaded: behind in that period

0–2MVFD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: LBO vs SCHD

YTD

WHITEWOLFLBO

−9.4%

SCHDSchwab

+31.4%

−9.4%Year to date+31.4%

−25.1%Worst drop · 1Y−6.9%

24.1%Volatility · 1Y11.7%

6.2%Yield3.0%

$6.6MAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LBO, MVFD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MVFD1.10%$110

LBO6.53%$653

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LBO, MVFD, SCHD

6.25%highest, LBO

FundTrailing yieldYield$10k

LBO6.25%$625

SCHD3.00%$300

MVFD1.32%$132

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

MVFD$132 − $110 = $22

LBO$625 − $653 = −$28

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LBO, MVFD, SCHD

Today

11.3%most shared, MVFD and SCHD

LBOMVFDSCHD

LBO—4.7%2.9%

MVFD4.7%—11.3%

SCHD2.9%11.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

MVFDWorst drop−9.1%15.1% vol

LBOWorst drop−25.1%24.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

LBOSCHD

−9.4%Year to date+31.4%

6.2%Yield3.0%

−4.6%Past year+37.0%

6.53%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026