Compare · 3 funds side by side · dividends reinvested

MVFD, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

MVFD, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.5

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.27%+24.8%+26.5%[…][…]−9.1%14.9%$142M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: MVFD 2024 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

MVFD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

MVFDMeasureSPYM

+24.8%Year to dateJan 1 → Nov 4+13.4%

+26.5%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

1.10%Expense ratio$110 · $2 a year on $10k · lower is better0.02%

1.27%Trailing 12-mo yield$127 · $101 a year on $10k1.01%

−9.1%Worst dropSmaller is better−8.9%

14.9%VolatilityLower is calmer12.8%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MVFD vs SPYM: Top 5 Holdings

Today

MVFD

15.9%in top 5

SPYM

in top 527.3%

MVFDStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

3.5%LWnot top 5

3.2%VRSKnot top 5

3.1%ADPnot top 5

3.1%RHInot top 5

3.0%TTEKnot top 5

not top 5GOOGL2.5%

Held in common2.0%

End-of-day Nov 4, 2026 · share of each fund

MVFD vs SPYM Returns, Every Period

MonarchMVFD

+26.5%

past year

SPYMSPDR

+13.5%

past year

MVFDSPYMFaded: behind in that period

2–0MVFD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Core: MVFD vs SPYM

YTD

MonarchMVFD

+24.8%

SPYMSPDR

+13.4%

+24.8%Year to date+13.4%

−9.1%Worst drop · 1Y−8.9%

14.9%Volatility · 1Y12.8%

1.3%Yield1.0%

$142MAssets$182B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MVFD, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

MVFD1.10%$110

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MVFD, SPYM, SPY

1.27%highest, MVFD

FundTrailing yieldYield$10k

MVFD1.27%$127

SPYM1.01%$101

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

MVFD$127 − $110 = $17

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MVFD, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

MVFDSPYMSPY

MVFD—2.0%2.0%

SPYM2.0%—99.8%

SPY2.0%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.5%MVFD, at 14.9% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

MVFDWorst drop−9.1%14.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MVFDSPYM

+24.8%Year to date+13.4%

1.3%Yield1.0%

+26.5%Past year+13.5%

1.10%Fee0.02%

3–1MVFD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026