Compare · 3 funds side by side · dividends reinvested

MVFD, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

MVFD, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.29%+22.5%+24.9%[…][…]−9.1%15.2%$142M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: MVFD 2024 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

MVFD

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

MVFDMeasureSPY

+22.5%Year to dateJan 1 → Nov 9+11.2%

+24.9%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

1.10%Expense ratio$110 · $9 a year on $10k · lower is better0.09%

1.29%Trailing 12-mo yield$129 · $101 a year on $10k1.01%

−9.1%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer13.7%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MVFD vs SPY: Top 5 Holdings

Today

MVFD

16.2%in top 5

SPY

in top 527.8%

MVFDStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.6%LWnot top 5

3.4%VRSKnot top 5

3.2%ADPnot top 5

3.1%TTEKnot top 5

3.0%SIRInot top 5

not top 5GOOGL2.6%

Held in common2.0%

End-of-day Nov 9, 2026 · share of each fund

MVFD vs SPY Returns, Every Period

MonarchMVFD

+24.9%

past year

SPYSPDR

+13.5%

past year

MVFDSPYFaded: behind in that period

2–0MVFD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: MVFD vs IVV

YTD

MonarchMVFD

+22.5%

IVViShares

+11.3%

+22.5%Year to date+11.3%

−9.1%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.8%

1.3%Yield1.1%

$142MAssets$875B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MVFD, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

MVFD1.10%$110

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MVFD, SPY, IVV

1.29%highest, MVFD

FundTrailing yieldYield$10k

MVFD1.29%$129

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

MVFD$129 − $110 = $19

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MVFD, SPY, IVV

Today

99.9%most shared, SPY and IVV

MVFDSPYIVV

MVFD—2.0%2.0%

SPY2.0%—99.9%

IVV2.0%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.9%MVFD, at 15.2% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

MVFDWorst drop−9.1%15.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MVFDIVV

+22.5%Year to date+11.3%

1.3%Yield1.1%

+24.9%Past year+13.6%

1.10%Fee0.03%

3–1MVFD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026