Compare · 2 funds side by side · dividends reinvested

MVFD and VYM

MVFDMonarch×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,742VYM · best of the two

02 / 04

MVFD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.3

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.27%+24.8%+26.5%[…][…]−9.1%14.9%$142M1.7

Rank among the two1st → 2ndFee, 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 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

MVFD

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,742

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

MVFDMeasureVYM

+24.8%Year to dateJan 1 → Nov 4+17.2%

+26.5%1 yearTotal return+21.2%

[…]3 years · per year$10,000 became […] · $17,970+21.6%

[…]5 years · per year$10,000 became […] · $17,742+12.2%

1.10%Expense ratio$110 · $4 a year on $10k · lower is better0.04%

1.27%Trailing 12-mo yield$127 · $222 a year on $10k2.22%

−9.1%Worst dropSmaller is better−6.7%

14.9%VolatilityLower is calmer10.1%

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

2–4VYM wins

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 VYM: Top 5 Holdings

Today

MVFD

15.9%in top 5

VYM

in top 518.2%

MVFDStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

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 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common5.3%

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

MVFD vs VYM Returns, Every Period

MonarchMVFD

+26.5%

past year

VYMVanguard

+21.2%

past year

MVFDVYMFaded: behind in that period

2–0MVFD wins

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

MVFD vs VYM

YTD

MonarchMVFD

+24.8%

VYMVanguard

+17.2%

+24.8%Year to date+17.2%

−9.1%Worst drop · 1Y−6.7%

14.9%Volatility · 1Y10.1%

1.3%Yield2.2%

$142MAssets$78.9B

3–1VYM wins

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

Cost, Income and Risk

Fees: MVFD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

MVFD1.10%$110

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

Yields: MVFD, VYM

2.22%highest, VYM

FundTrailing yieldYield$10k

VYM2.22%$222

MVFD1.27%$127

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

Income After Fees on $10,000

$218most kept, VYM

VYM$222 − $4 = $218

MVFD$127 − $110 = $17

KeptFee

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

Overlap: MVFD, VYM

Today

5.3%most shared, MVFD and VYM

MVFDVYM

MVFD—5.3%

VYM5.3%—

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

Return vs Bumpiness: 2 ETFs

+26.5%MVFD, at 14.9% volatility

VYMWorst drop−6.7%10.1% 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

VYMMVFD

+17.2%Year to date+24.8%

2.2%Yield1.3%

+21.2%Past year+26.5%

0.04%Fee1.10%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026