Compare · 3 funds side by side · dividends reinvested

MDPL, USOY and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,254VYM · best of the three

02 / 04

MDPL, USOY and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%55.19%+56.2%+56.2%[…][…]−25.5%39.1%$75M1.8

Monarch Dividend Plus ETFIncome · Dividend stocks1.19%1.33%+15.0%+22.3%[…][…]−12.4%17.6%$62M2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: MDPL 2024 · USOY 2024 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Dividend Plus ETF · $62M[…]

MDPL

USOY

Oil Enhanced Options Income ETF · $75M[…]

$10,000 five years ago, dividends reinvested

MDPLMeasureUSOY

+15.0%Year to dateJan 1 → Nov 9+56.2%

+22.3%1 yearTotal return+56.2%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.19%Expense ratio$119 · $112 a year on $10k · lower is better1.12%

1.33%Trailing 12-mo yield$133 · $5,519 a year on $10k55.19%

−12.4%Worst dropSmaller is better−25.5%

17.6%VolatilityLower is calmer39.1%

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

2–4USOY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MDPL vs USOY: Top 5 Holdings

Today

MDPL

18.4%in top 5

USOY

in top 5[…]

MDPLStockUSOY

3.8%BAHnot top 5

3.7%ACNnot top 5

3.7%Gnot top 5

3.6%CMCSAnot top 5

3.6%BDXnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

MDPL vs USOY Returns, Every Period

MonarchMDPL

+22.3%

past year

USOYDefiance

+56.2%

past year

MDPLUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

MDPL vs USOY

YTD

MonarchMDPL

+15.0%

USOYDefiance

+56.2%

+15.0%Year to date+56.2%

−12.4%Worst drop · 1Y−25.5%

17.6%Volatility · 1Y39.1%

1.3%Yield55.2%

$61.9MAssets$74.7M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDPL, USOY, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

USOY1.12%$112

MDPL1.19%$119

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MDPL, USOY, VYM

55.19%highest, USOY

FundTrailing yieldYield$10k

USOY55.19%$5,519

VYM2.26%$226

MDPL1.33%$133

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,407most kept, USOY

USOY$5,519 − $112 = $5,407

VYM$226 − $4 = $222

MDPL$133 − $119 = $14

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MDPL, USOY, VYM

Today

3.2%most shared, MDPL and VYM

MDPLUSOYVYM

MDPL—[…]3.2%

USOY[…]—[…]

VYM3.2%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+56.2%USOY, at 39.1% volatility

VYMWorst drop−6.7%10.8% vol

MDPLWorst drop−12.4%17.6% vol

USOYWorst drop−25.5%39.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USOYVYM

+56.2%Year to date+15.4%

55.2%Yield2.3%

+56.2%Past year+19.5%

1.12%Fee0.04%

3–1USOY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026