Compare MVFD and USOY

MVFD and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.30%+22.3%+25.9%[…][…]−9.1%15.0%$142M1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$79M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: MVFD 2024 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

MVFD

USOY

Oil Enhanced Options Income ETF · $79M[…]

$10,000 five years ago, dividends reinvested

MVFDMeasureUSOY

+22.3%Year to dateJan 1 → Nov 5+60.8%

+25.9%1 yearTotal return+59.4%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.10%Expense ratio$110 · $112 a year on $10k · lower is better1.12%

1.30%Trailing 12-mo yield$130 · $5,464 a year on $10k54.64%

−9.1%Worst dropSmaller is better−25.5%

15.0%VolatilityLower is calmer39.0%

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

3–3Level

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

More Ways to See the Pairs

MVFD vs USOY: Top 5 Holdings

Today

MVFD

15.8%in top 5

USOY

in top 5[…]

MVFDStockUSOY

3.5%LWnot top 5

3.1%VRSKnot top 5

3.1%ADPnot top 5

3.0%RHInot top 5

3.0%TTEKnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

MVFD vs USOY Returns, Every Period

1Y

MonarchMVFD

+25.9%

past year

USOYDefiance

+59.4%

past year

MVFDUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MVFD vs USOY

YTD

MonarchMVFD

+22.3%

USOYDefiance

+60.8%

+22.3%Year to date+60.8%

−9.1%Worst drop · 1Y−25.5%

15.0%Volatility · 1Y39.0%

1.3%Yield54.6%

$142MAssets$78.8M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MVFD, USOY

Today

1.10%lowest, MVFD

FundExpense ratioFee$10k

MVFD1.10%$110

USOY1.12%$112

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MVFD, USOY

1Y

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

MVFD1.30%$130

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

MVFD$130 − $110 = $20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MVFD, USOY

Today

[…]holdings […]

MVFDUSOY

MVFD—[…]

USOY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+59.4%USOY, at 39.0% volatility

MVFDWorst drop−9.1%15.0% vol

USOYWorst drop−25.5%39.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

USOYMVFD

+60.8%Year to date+22.3%

54.6%Yield1.3%

+59.4%Past year+25.9%

1.12%Fee1.10%

3–1USOY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026