Compare · 2 funds side by side · dividends reinvested

MVFD and USOY

MVFDMonarch×USOYDefiance×

Versus in desk

Story of the two · CostLowest cost

01 / 03

IWD−0.4%

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Portfolio

Story of the two · RiskSmallest drop

MVFD and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.30%+21.9%+22.5%[…][…]−9.1%15.2%$142M1.5

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%55.26%+58.5%+55.6%[…][…]−25.5%39.2%$72M1.5

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

End-of-day Nov 12, 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 · $72M[…]

$10,000 five years ago, dividends reinvested

MVFDMeasureUSOY

+21.9%

More Ways to See the Pairs

MVFD vs USOY: Top 5 Holdings

Today

MVFD

16.0%in top 5

USOY

in top 5[…]

MVFDStockUSOY

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

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 12, 2026 · fee on $10,000 a year

Yields: MVFD, USOY

1Y

55.26%highest, USOY

FundTrailing yield

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SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%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

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to date

Jan 1 → Nov 12

+58.5%

+22.5%1 yearTotal return+55.6%

[…]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 · $5,526 a year on $10k55.26%

−9.1%Worst dropSmaller is better−25.5%

15.2%VolatilityLower is calmer39.2%

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

3–3Level

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

Held in common[…]

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

MVFD vs USOY Returns, Every Period

1Y

MonarchMVFD

+22.5%

past year

USOYDefiance

+55.6%

past year

MVFDUSOYFaded: behind in that period

0–2USOY wins

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

MVFD vs USOY

YTD

MonarchMVFD

+21.9%

USOYDefiance

+58.5%

+21.9%Year to date+58.5%

−9.1%Worst drop · 1Y−25.5%

15.2%Volatility · 1Y39.2%

1.3%Yield55.3%

$142MAssets$72.0M

2–2level

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

Yield

$10k

USOY55.26%$5,526

MVFD1.30%$130

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

Income After Fees on $10,000

1Y

$5,414most kept, USOY

USOY$5,526 − $112 = $5,414

MVFD$130 − $110 = $20

KeptFee

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

Overlap: MVFD, USOY

Today

[…]holdings […]

MVFDUSOY

MVFD—[…]

USOY[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+55.6%USOY, at 39.2% volatility

MVFDWorst drop−9.1%15.2% vol

USOYWorst drop−25.5%39.2% vol

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

Paid More vs Made More

YTD

USOYMVFD

+58.5%Year to date+21.9%

55.3%Yield1.3%

+55.6%Past year+22.5%

1.12%Fee1.10%

3–1USOY wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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MVFD and USOY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two