Compare · 3 funds side by side · dividends reinvested

MVFD, IVV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

MVFD, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.32%+20.3%+22.3%[…][…]−9.1%15.1%$142M2.0

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: MVFD 2024 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

MVFD

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

MVFDMeasureIVV

+20.3%Year to dateJan 1 → Nov 6+8.7%

+22.3%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

1.10%Expense ratio$110 · $3 a year on $10k · lower is better0.03%

1.32%Trailing 12-mo yield$132 · $114 a year on $10k1.14%

−9.1%Worst dropSmaller is better−8.9%

15.1%VolatilityLower is calmer13.6%

MVFDIVV 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

MVFD vs IVV: Top 5 Holdings

Today

MVFD

16.2%in top 5

IVV

in top 527.8%

MVFDStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.5%LWnot top 5

3.4%VRSKnot top 5

3.2%ADPnot top 5

3.0%TTEKnot top 5

3.0%SIRInot top 5

not top 5GOOGL2.6%

Held in common2.1%

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

MVFD vs IVV Returns, Every Period

MonarchMVFD

+22.3%

past year

IVViShares

+9.8%

past year

MVFDIVVFaded: behind in that period

2–0MVFD wins

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

Income vs Core: MVFD vs IVV

YTD

MonarchMVFD

+20.3%

IVViShares

+8.7%

+20.3%Year to date+8.7%

−9.1%Worst drop · 1Y−8.9%

15.1%Volatility · 1Y13.6%

1.3%Yield1.1%

$142MAssets$850B

2–2level

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

Cost, Income and Risk

Fees: MVFD, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

MVFD1.10%$110

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

Yields: MVFD, IVV, VOO

1.32%highest, MVFD

FundTrailing yieldYield$10k

MVFD1.32%$132

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

MVFD$132 − $110 = $22

KeptFee

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

Overlap: MVFD, IVV, VOO

Today

92.2%most shared, IVV and VOO

MVFDIVVVOO

MVFD—2.1%1.8%

IVV2.1%—92.2%

VOO1.8%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.3%MVFD, at 15.1% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

MVFDWorst drop−9.1%15.1% vol

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

Paid More vs Made More

YTD

MVFDIVV

+20.3%Year to date+8.7%

1.3%Yield1.1%

+22.3%Past year+9.8%

1.10%Fee0.03%

3–1MVFD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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