Compare · 2 funds side by side · dividends reinvested

MVFD and VTI

MVFDMonarch×VTIVanguard×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,678VTI · best of the two

Story of the two · IncomeMost incomeMVFD · 1.30% · $130 a year on $10k

Story of the two · RiskSmallest drop

MVFD and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+12.6%+13.0%+21.7%+10.8%−8.9%13.9%$689B1.4

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.30%+22.3%+23.6%[…][…]−9.1%15.2%$142M1.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: MVFD 2024 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

MVFD

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,678

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

MVFDMeasureVTI

+22.3%

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MVFD vs VTI: Top 5 Holdings

Today

MVFD

16.0%in top 5

VTI

in top 525.0%

MVFDStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

3.6%LWnot top 5

not top 5AMZN3.3%

Cost, Income and Risk

Fees: MVFD, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

MVFD1.10%$110

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: MVFD, VTI

1Y

1.30%highest, MVFD

FundTrailing yieldYield

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.6%

+23.6%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $18,043+21.7%

[…]5 years · per year$10,000 became […] · $16,678+10.8%

1.10%Expense ratio$110 · $3 a year on $10k · lower is better0.03%

1.30%Trailing 12-mo yield$130 · $106 a year on $10k1.05%

−9.1%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer13.9%

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

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.3%VRSKnot top 5

3.1%ADPnot top 5

3.0%TTEKnot top 5

3.0%RHInot top 5

not top 5GOOGL2.8%

Held in common1.8%

End-of-day Nov 11, 2026 · share of each fund

MVFD vs VTI Returns, Every Period

1Y

MonarchMVFD

+23.6%

past year

VTIVanguard

+13.0%

past year

MVFDVTIFaded: behind in that period

2–0MVFD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Core: MVFD vs VTI

YTD

MonarchMVFD

+22.3%

VTIVanguard

+12.6%

+22.3%Year to date+12.6%

−9.1%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.9%

1.3%Yield1.1%

$142MAssets$689B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

MVFD1.30%$130

VTI1.05%$106

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$103most kept, VTI

VTI$106 − $3 = $103

MVFD$130 − $110 = $20

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: MVFD, VTI

Today

1.8%most shared, MVFD and VTI

MVFDVTI

MVFD—1.8%

VTI1.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+23.6%MVFD, at 15.2% volatility

VTIWorst drop−8.9%13.9% vol

MVFDWorst drop−9.1%15.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

MVFDVTI

+22.3%Year to date+12.6%

1.3%Yield1.1%

+23.6%Past year+13.0%

1.10%Fee0.03%

3–1MVFD wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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MVFD and VTI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two