Compare · 2 funds side by side · dividends reinvested

MAMB and JOJO

MAMBMonarch×JOJOATAC×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,161MAMB · best of the two

02 / 04

MAMB and JOJO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Monarch Ambassador Income Index ETFIncome · Dividend stocks1.15%2.77%−0.4%+0.1%+6.6%+0.3%−5.7%5.9%$199M1.3

ATAC Credit Rotation ETFBonds & Cash · Corporate1.49%5.49%−1.7%−0.7%+7.5%−1.5%−8.2%6.7%$4M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MAMB 2021 · JOJO 2021

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Ambassador Income Index ETF · $199M$10,161

MAMB

JOJO

ATAC Credit Rotation ETF · $4M$9,285

$10,000 five years ago, dividends reinvested · they hold 32.7% in common

MAMBMeasureJOJO

−0.4%Year to dateJan 1 → Nov 3−1.7%

+0.1%1 yearTotal return−0.7%

+6.6%3 years · per year$10,000 became $12,107 · $12,411+7.5%

+0.3%5 years · per year$10,000 became $10,161 · $9,285−1.5%

1.15%Expense ratio$115 · $149 a year on $10k · lower is better1.49%

2.77%Trailing 12-mo yield$277 · $549 a year on $10k5.49%

−5.7%Worst dropSmaller is better−8.2%

5.9%VolatilityLower is calmer6.7%

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

6–2MAMB wins

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

More Ways to See the Pairs

MAMB vs JOJO: Top 5 Holdings

Today

MAMB

70.3%in top 5

JOJO

in top 599.9%

MAMBStockJOJO

12.8%TLT80.1%

20.0%IEF19.8%

12.5%MBBnot top 5

12.5%BABnot top 5

12.4%AGGnot top 5

Held in common32.7%

End-of-day Nov 3, 2026 · share of each fund

MAMB vs JOJO Returns, Every Period

MonarchMAMB

+0.3%

5 years, per year

JOJOATAC

−1.5%

5 years, per year

MAMBJOJOFaded: behind in that period

3–1MAMB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Bonds: MAMB vs JOJO

YTD

MonarchMAMB

−0.4%

JOJOATAC

−1.7%

−0.4%Year to date−1.7%

−5.7%Worst drop · 1Y−8.2%

5.9%Volatility · 1Y6.7%

2.8%Yield5.5%

$199MAssets$4.1M

3–1MAMB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MAMB, JOJO

Today

1.15%lowest, MAMB

FundExpense ratioFee$10k

MAMB1.15%$115

JOJO1.49%$149

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MAMB, JOJO

5.49%highest, JOJO

FundTrailing yieldYield$10k

JOJO5.49%$549

MAMB2.77%$277

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$400most kept, JOJO

JOJO$549 − $149 = $400

MAMB$277 − $115 = $162

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MAMB, JOJO

Today

32.7%most shared, MAMB and JOJO

MAMBJOJO

MAMB—32.7%

JOJO32.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.1%MAMB, at 5.9% volatility

MAMBWorst drop−5.7%5.9% vol

JOJOWorst drop−8.2%6.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JOJOMAMB

−1.7%Year to date−0.4%

5.5%Yield2.8%

−0.7%Past year+0.1%

1.49%Fee1.15%

3–1MAMB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026