Compare · 2 funds side by side · dividends reinvested

MVFG and IOO

MVFGMonarch×IOOiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,538IOO · best of the two

02 / 04

MVFG and IOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global 100 ETFInternational · Global0.40%0.81%+14.0%+14.6%+27.2%+15.5%−9.9%14.7%$9.0B1.1

Monarch Volume Factor Global Unconstrained ETFInternational · Global1.41%1.69%+13.8%+13.0%[…][…]−12.0%16.9%$186M1.8

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: MVFG 2024 · IOO 2000

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Volume Factor Global Unconstrained ETF · $186M[…]

MVFG

IOO

iShares Global 100 ETF · $9.0B$20,538

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MVFGMeasureIOO

+13.8%Year to dateJan 1 → Nov 4+14.0%

+13.0%1 yearTotal return+14.6%

[…]3 years · per year$10,000 became […] · $20,582+27.2%

[…]5 years · per year$10,000 became […] · $20,538+15.5%

1.41%Expense ratio$141 · $40 a year on $10k · lower is better0.40%

1.69%Trailing 12-mo yield$169 · $81 a year on $10k0.81%

−12.0%Worst dropSmaller is better−9.9%

16.9%VolatilityLower is calmer14.7%

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

1–5IOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MVFG vs IOO: Top 5 Holdings

Today

MVFG

21.2%in top 5

IOO

in top 544.1%

MVFGStockIOO

not top 5NVDA12.4%

not top 5AAPL12.0%

not top 5MSFT9.6%

not top 5AMZN6.1%

4.3%SDYnot top 5

4.3%VSDAnot top 5

4.3%SPYDnot top 5

4.2%FNKnot top 5

4.2%SDOGnot top 5

not top 5GOOGL4.1%

Held in common0.0%

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

MVFG vs IOO Returns, Every Period

MonarchMVFG

+13.0%

past year

IOOiShares

+14.6%

past year

MVFGIOOFaded: behind in that period

0–2IOO wins

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

MVFG vs IOO

YTD

MonarchMVFG

+13.8%

IOOiShares

+14.0%

+13.8%Year to date+14.0%

−12.0%Worst drop · 1Y−9.9%

16.9%Volatility · 1Y14.7%

1.7%Yield0.8%

$186MAssets$9.0B

3–1IOO wins

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

Cost, Income and Risk

Fees: MVFG, IOO

Today

0.40%lowest, IOO

FundExpense ratioFee$10k

IOO0.40%$40

MVFG1.41%$141

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

Yields: MVFG, IOO

1.69%highest, MVFG

FundTrailing yieldYield$10k

MVFG1.69%$169

IOO0.81%$81

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

Income After Fees on $10,000

$41most kept, IOO

IOO$81 − $40 = $41

MVFG$169 − $141 = $28

KeptFee

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

Overlap: MVFG, IOO

Today

0.0%most shared, MVFG and IOO

MVFGIOO

MVFG—0.0%

IOO0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.6%IOO, at 14.7% volatility

IOOWorst drop−9.9%14.7% vol

MVFGWorst drop−12.0%16.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MVFGIOO

+13.8%Year to date+14.0%

1.7%Yield0.8%

+13.0%Past year+14.6%

1.41%Fee0.40%

3–1IOO wins

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