Compare · 3 funds side by side · dividends reinvested

MDPL, FOWF 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

MDPL, FOWF 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%$120B1.0

Monarch Dividend Plus ETFIncome · Dividend stocks1.19%1.35%+13.2%+19.0%[…][…]−12.4%17.6%$62M2.5

Pacer Solactive Whitney Future of Warfare ETFUnsorted0.49%0.79%+7.2%+8.2%[…][…]−11.3%15.7%$14M2.5

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: MDPL 2024 · FOWF 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Dividend Plus ETF · $62M[…]

MDPL

FOWF

Pacer Solactive Whitney Future of Warfare ETF · $14M[…]

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

MDPLMeasureFOWF

+13.2%Year to dateJan 1 → Nov 6+7.2%

+19.0%1 yearTotal return+8.2%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.19%Expense ratio$119 · $49 a year on $10k · lower is better0.49%

1.35%Trailing 12-mo yield$135 · $79 a year on $10k0.79%

−12.4%Worst dropSmaller is better−11.3%

17.6%VolatilityLower is calmer15.7%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MDPL vs FOWF: Top 5 Holdings

Today

MDPL

18.5%in top 5

FOWF

in top 535.5%

MDPLStockFOWF

not top 5LMT7.8%

not top 5NOC7.3%

not top 5GD7.3%

not top 5RTX7.0%

not top 5BA6.1%

3.9%BAHnot top 5

3.7%ACNnot top 5

3.7%CMCSAnot top 5

3.6%HRBnot top 5

3.6%FDSnot top 5

Held in common3.5%

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

MDPL vs FOWF Returns, Every Period

MonarchMDPL

+19.0%

past year

FOWFPacer

+8.2%

past year

MDPLFOWFFaded: behind in that period

2–0MDPL wins

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

MDPL vs SCHD

YTD

MonarchMDPL

+13.2%

SCHDSchwab

+31.4%

+13.2%Year to date+31.4%

−12.4%Worst drop · 1Y−6.9%

17.6%Volatility · 1Y11.7%

1.4%Yield3.0%

$61.9MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: MDPL, FOWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FOWF0.49%$49

MDPL1.19%$119

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

Yields: MDPL, FOWF, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

MDPL1.35%$135

FOWF0.79%$79

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FOWF$79 − $49 = $30

MDPL$135 − $119 = $16

KeptFee

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

Overlap: MDPL, FOWF, SCHD

Today

6.1%most shared, MDPL and SCHD

MDPLFOWFSCHD

MDPL—3.5%6.1%

FOWF3.5%—3.5%

SCHD6.1%3.5%—

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

FOWFWorst drop−11.3%15.7% vol

MDPLWorst drop−12.4%17.6% vol

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

Paid More vs Made More

YTD

SCHDMDPL

+31.4%Year to date+13.2%

3.0%Yield1.4%

+37.0%Past year+19.0%

0.06%Fee1.19%

4–0SCHD 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