Compare · 2 funds side by side · dividends reinvested

MVFD and CGDV

MVFDMonarch×CGDVCapital Group×

Versus in desk

Story of the two · CostLowest cost

01 / 03

IWD+0.0%

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Portfolio

Story of the two · RiskSmallest drop

MVFD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.29%+22.9%+24.5%[…][…]−9.1%15.2%$142M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: MVFD 2024 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

MVFD

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

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

MVFDMeasureCGDV

+22.9%

More Ways to See the Pairs

MVFD vs CGDV: Top 5 Holdings

Today

MVFD

16.0%in top 5

CGDV

in top 524.3%

MVFDStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.6%

not top 5AVGO4.4%

not top 5META4.2%

3.6%LWnot top 5

Cost, Income and Risk

Fees: MVFD, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

MVFD1.10%$110

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

Yields: MVFD, CGDV

1Y

1.29%highest, MVFD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+12.1%

+24.5%1 yearTotal return+15.4%

[…]3 years · per year$10,000 became […] · $18,754+23.3%

[…]5 years · per year[…]

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

1.29%Trailing 12-mo yield$129 · $124 a year on $10k1.24%

−9.1%Worst dropSmaller is better−9.7%

15.2%VolatilityLower is calmer13.5%

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

4–2MVFD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.3%VRSKnot top 5

not top 5GE3.2%

3.1%ADPnot top 5

3.1%TTEKnot top 5

3.0%SIRInot top 5

Held in common0.7%

End-of-day Nov 10, 2026 · share of each fund

MVFD vs CGDV Returns, Every Period

1Y

MonarchMVFD

+24.5%

past year

CGDVCapital Group

+15.4%

past year

MVFDCGDVFaded: behind in that period

2–0MVFD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

MVFD vs CGDV

YTD

MonarchMVFD

+22.9%

CGDVCapital Group

+12.1%

+22.9%Year to date+12.1%

−9.1%Worst drop · 1Y−9.7%

15.2%Volatility · 1Y13.5%

1.3%Yield1.2%

$142MAssets$37.8B

3–1MVFD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

MVFD1.29%$129

CGDV1.24%$124

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$91most kept, CGDV

CGDV$124 − $33 = $91

MVFD$129 − $110 = $19

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MVFD, CGDV

Today

0.7%most shared, MVFD and CGDV

MVFDCGDV

MVFD—0.7%

CGDV0.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+24.5%MVFD, at 15.2% volatility

CGDVWorst drop−9.7%13.5% vol

MVFDWorst drop−9.1%15.2% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

MVFDCGDV

+22.9%Year to date+12.1%

1.3%Yield1.2%

+24.5%Past year+15.4%

1.10%Fee0.33%

3–1MVFD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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MVFD and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two