Compare · 3 funds side by side · dividends reinvested

MAMB, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

MAMB, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.1

Monarch Ambassador Income Index ETFIncome · Dividend stocks1.15%2.75%+0.4%+1.4%+7.0%+0.4%−5.7%5.9%$199M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: MAMB 2021 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Ambassador Income Index ETF · $199M$10,238

MAMB

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MAMBMeasureVOO

+0.4%Year to dateJan 1 → Nov 5+13.4%

+1.4%1 yearTotal return+13.5%

+7.0%3 years · per year$10,000 became $12,255 · $19,172+24.2%

+0.4%5 years · per year$10,000 became $10,203 · $18,115+12.6%

1.15%Expense ratio$115 · $3 a year on $10k · lower is better0.03%

2.75%Trailing 12-mo yield$275 · $105 a year on $10k1.05%

−5.7%Worst dropSmaller is better−8.9%

5.9%VolatilityLower is calmer12.8%

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

3–5VOO wins

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

More Ways to See the Pairs

MAMB vs VOO: Top 5 Holdings

Today

MAMB

70.1%in top 5

VOO

in top 528.3%

MAMBStockVOO

19.9%IEFnot top 5

12.8%TLTnot top 5

12.5%MBBnot top 5

12.5%BABnot top 5

12.4%AGGnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

MAMB vs VOO Returns, Every Period

MonarchMAMB

+0.4%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

MAMBVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: MAMB vs IVV

YTD

MonarchMAMB

+0.4%

IVViShares

+13.4%

+0.4%Year to date+13.4%

−5.7%Worst drop · 1Y−8.9%

5.9%Volatility · 1Y12.9%

2.7%Yield1.1%

$199MAssets$887B

3–1MAMB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MAMB, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

MAMB1.15%$115

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MAMB, VOO, IVV

2.75%highest, MAMB

FundTrailing yieldYield$10k

MAMB2.75%$275

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$160most kept, MAMB

MAMB$275 − $115 = $160

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MAMB, VOO, IVV

Today

93.5%most shared, VOO and IVV

MAMBVOOIVV

MAMB—0.0%0.0%

VOO0.0%—93.5%

IVV0.0%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

MAMBWorst drop−5.7%5.9% vol

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MAMBIVV

+0.4%Year to date+13.4%

2.7%Yield1.1%

+1.4%Past year+13.5%

1.15%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026