Compare · 2 funds side by side · dividends reinvested

MVFD and XLF

MVFDMonarch×XLFSPDR×

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$15,765XLF · best of the two

Story of the two · IncomeMost incomeXLF · 1.41% · $141 a year on $10k

Story of the two · RiskSmallest drop

MVFD and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Monarch Volume Factor Dividend Tree ETFIncome · Dividend stocks1.10%1.30%+22.3%+23.6%[…][…]−9.1%15.2%$142M1.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$54.1B1.5

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 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

MVFD

XLF

State Street Financial Select Sector SPDR ETF · $54.1B$15,765

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

MVFDMeasureXLF

+22.3%

More Ways to See the Pairs

MVFD vs XLF: Top 5 Holdings

Today

MVFD

16.0%in top 5

XLF

in top 543.6%

MVFDStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.8%

not top 5MA6.5%

not top 5BAC4.0%

Cost, Income and Risk

Fees: MVFD, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

MVFD1.10%$110

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: MVFD, XLF

1Y

1.41%highest, XLF

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%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

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 12

+8.4%

+23.6%1 yearTotal return+12.4%

[…]3 years · per year$10,000 became […] · $18,242+22.2%

[…]5 years · per year$10,000 became […] · $15,765+9.5%

1.10%Expense ratio$110 · $8 a year on $10k · lower is better0.08%

1.30%Trailing 12-mo yield$130 · $141 a year on $10k1.41%

−9.1%Worst dropSmaller is better−14.8%

15.2%VolatilityLower is calmer15.3%

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

4–2MVFD wins

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

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

Held in common4.1%

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

MVFD vs XLF Returns, Every Period

1Y

MonarchMVFD

+23.6%

past year

XLFSPDR

+12.4%

past year

MVFDXLFFaded: behind in that period

2–0MVFD wins

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

Income vs Sector: MVFD vs XLF

YTD

MonarchMVFD

+22.3%

XLFSPDR

+8.4%

+22.3%Year to date+8.4%

−9.1%Worst drop · 1Y−14.8%

15.2%Volatility · 1Y15.3%

1.3%Yield1.4%

$142MAssets$54.1B

3–1MVFD wins

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

$10k

XLF1.41%$141

MVFD1.30%$130

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

Income After Fees on $10,000

1Y

$133most kept, XLF

XLF$141 − $8 = $133

MVFD$130 − $110 = $20

KeptFee

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

Overlap: MVFD, XLF

Today

4.1%most shared, MVFD and XLF

MVFDXLF

MVFD—4.1%

XLF4.1%—

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

Return vs Bumpiness: 2 ETFs

1Y

+23.6%MVFD, at 15.2% volatility

MVFDWorst drop−9.1%15.2% vol

XLFWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

XLFMVFD

+8.4%Year to date+22.3%

1.4%Yield1.3%

+12.4%Past year+23.6%

0.08%Fee1.10%

2–2level

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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MVFD and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two