Compare · 3 funds side by side · dividends reinvested

MVFD, FDIQ and VGT

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,336VGT · best of the three

Story of the three · IncomeMost incomeFDIQ · 1.93% · $193 a year on $10k

Story of the three · RiskSmallest drop

MVFD, FDIQ and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.30%+22.3%+23.6%[…][…]−9.1%15.2%$142M1.5

Invesco Bloomberg Financial Data Providers ETFSectors · Financials0.35%1.93%[…][…][…][…][…][…]$44M1.5

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+21.1%+17.1%+29.1%+16.4%−17.5%26.7%$155B1.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: MVFD 2024 · FDIQ 2011 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

MVFD

FDIQ

Invesco Bloomberg Financial Data Providers ETF · $44M[…]

$10,000 five years ago, dividends reinvested · they hold 6.5% in common

MVFD

More Ways to See the Pairs

MVFD vs FDIQ: Top 5 Holdings

Today

MVFD

16.0%in top 5

FDIQ

in top 524.6%

MVFDStockFDIQ

not top 5CBOE5.3%

3.3%VRSK4.9%

not top 5EXPN.L4.8%

not top 5MSCI4.8%

not top 5SPGI

Cost, Income and Risk

Fees: MVFD, FDIQ, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

FDIQ0.35%$35

MVFD1.10%$110

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: MVFD, FDIQ, VGT

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+21.5%

VGTVanguard

+21.1%

+21.5%Year to date+21.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$113BAssets$155B

2–0XLK wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

FDIQ

+22.3%Year to dateJan 1 → Nov 11[…]

+23.6%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

1.10%Expense ratio$110 · $35 a year on $10k · lower is better0.35%

1.30%Trailing 12-mo yield$130 · $193 a year on $10k1.93%

−9.1%Worst dropSmaller is better[…]

15.2%VolatilityLower is calmer[…]

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

0–2FDIQ wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.8%

3.6%LWnot top 5

3.1%ADPnot top 5

3.0%TTEKnot top 5

3.0%RHInot top 5

Held in common6.5%

End-of-day Nov 11, 2026 · share of each fund

MVFD vs FDIQ Returns, Every Period

1Y

MonarchMVFD

+23.6%

past year

FDIQInvesco

[…]

past year

Returns […]

MVFDFDIQFaded: behind in that period

0–0Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Sector: MVFD vs FDIQ

YTD

MonarchMVFD

+22.3%

FDIQInvesco

[…]

+22.3%Year to date[…]

−9.1%Worst drop · 1Y[…]

15.2%Volatility · 1Y[…]

1.3%Yield1.9%

$142MAssets$43.7M

1–0FDIQ wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.93%highest, FDIQ

FundTrailing yieldYield$10k

FDIQ1.93%$193

MVFD1.30%$130

VGT0.42%$42

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$158most kept, FDIQ

FDIQ$193 − $35 = $158

VGT$42 − $9 = $33

MVFD$130 − $110 = $20

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: MVFD, FDIQ, VGT

Today

6.5%most shared, MVFD and FDIQ

MVFDFDIQVGT

MVFD—6.5%1.2%

FDIQ6.5%—0.1%

VGT1.2%0.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.6%MVFD, at 15.2% volatility

MVFDWorst drop−9.1%15.2% vol

VGTWorst drop−17.5%26.7% vol

FDIQWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FDIQMVFD

[…]Year to date+22.3%

1.9%Yield1.3%

[…]Past year+23.6%

0.35%Fee1.10%

2–0FDIQ wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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MVFD, FDIQ and VGT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three