Compare · 3 funds side by side · dividends reinvested

MVFD, SCHD and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

MVFD, SCHD and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.1

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.30%+22.3%+23.6%[…][…]−9.1%15.2%$142M2.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$54.1B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: MVFD 2024 · SCHD 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

MVFD

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 11.5% in common

MVFD

More Ways to See the Pairs

MVFD vs SCHD: Top 5 Holdings

Today

MVFD

16.0%in top 5

SCHD

in top 521.7%

MVFDStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: MVFD, SCHD, XLF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLF0.08%$8

MVFD1.10%$110

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: MVFD, SCHD, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SCHD

+22.3%Year to dateJan 1 → Nov 12+34.6%

+23.6%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

1.10%Expense ratio$110 · $6 a year on $10k · lower is better0.06%

1.30%Trailing 12-mo yield$130 · $293 a year on $10k2.93%

−9.1%Worst dropSmaller is better−6.9%

15.2%VolatilityLower is calmer11.8%

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

0–6SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.6%LWnot top 5

3.3%VRSKnot top 5

3.1%ADPnot top 5

3.0%TTEKnot top 5

3.0%RHInot top 5

Held in common11.5%

End-of-day Nov 12, 2026 · share of each fund

MVFD vs SCHD Returns, Every Period

1Y

MonarchMVFD

+23.6%

past year

SCHDSchwab

+39.3%

past year

MVFDSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

MVFD vs SCHD

YTD

MonarchMVFD

+22.3%

SCHDSchwab

+34.6%

+22.3%Year to date+34.6%

−9.1%Worst drop · 1Y−6.9%

15.2%Volatility · 1Y11.8%

1.3%Yield2.9%

$142MAssets$123B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

XLF1.41%$141

MVFD1.30%$130

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

XLF$141 − $8 = $133

MVFD$130 − $110 = $20

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: MVFD, SCHD, XLF

Today

11.5%most shared, MVFD and SCHD

MVFDSCHDXLF

MVFD—11.5%4.1%

SCHD11.5%—3.4%

XLF4.1%3.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

MVFDWorst drop−9.1%15.2% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDMVFD

+34.6%Year to date+22.3%

2.9%Yield1.3%

+39.3%Past year+23.6%

0.06%Fee1.10%

4–0SCHD wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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MVFD, SCHD and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three