Compare · 3 funds side by side · dividends reinvested

MVFD, CGDV and SCHD

MVFDMonarch×CGDVCapital Group×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

MVFD, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.1

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.27%+24.8%+26.5%[…][…]−9.1%14.9%$142M2.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B2.4

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: MVFD 2024 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Volume Factor Dividend Tree ETF · $142M[…]

MVFD

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

MVFDMeasureCGDV

+24.8%Year to dateJan 1 → Nov 5+14.6%

+26.5%1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $20,044+26.1%

[…]5 years · per year[…]

1.10%Expense ratio$110 · $33 a year on $10k · lower is better0.33%

1.27%Trailing 12-mo yield$127 · $122 a year on $10k1.22%

−9.1%Worst dropSmaller is better−9.7%

14.9%VolatilityLower is calmer12.6%

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

4–2MVFD wins

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

More Ways to See the Pairs

MVFD vs CGDV: Top 5 Holdings

Today

MVFD

15.9%in top 5

CGDV

in top 524.6%

MVFDStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

3.5%LWnot top 5

not top 5RTX3.3%

3.2%VRSKnot top 5

3.1%ADPnot top 5

3.1%RHInot top 5

3.0%TTEKnot top 5

Held in common0.7%

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

MVFD vs CGDV Returns, Every Period

MonarchMVFD

+26.5%

past year

CGDVCapital Group

+17.5%

past year

MVFDCGDVFaded: behind in that period

2–0MVFD wins

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

MVFD vs SCHD

YTD

MonarchMVFD

+24.8%

SCHDSchwab

+35.3%

+24.8%Year to date+35.3%

−9.1%Worst drop · 1Y−6.9%

14.9%Volatility · 1Y11.5%

1.3%Yield2.9%

$142MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: MVFD, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

MVFD1.10%$110

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

Yields: MVFD, CGDV, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

MVFD1.27%$127

CGDV1.22%$122

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

MVFD$127 − $110 = $17

KeptFee

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

Overlap: MVFD, CGDV, SCHD

Today

11.3%most shared, MVFD and SCHD

MVFDCGDVSCHD

MVFD—0.7%11.3%

CGDV0.7%—5.7%

SCHD11.3%5.7%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

CGDVWorst drop−9.7%12.6% vol

MVFDWorst drop−9.1%14.9% vol

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

Paid More vs Made More

YTD

SCHDMVFD

+35.3%Year to date+24.8%

2.9%Yield1.3%

+41.6%Past year+26.5%

0.06%Fee1.10%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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