Compare · 3 funds side by side · dividends reinvested

MVFG, SCHD and VEA

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

MVFG, SCHD and VEA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.3

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.41%+14.4%+18.9%+22.5%+9.7%−11.6%17.8%$232B1.9

Monarch Volume Factor Global Unconstrained ETFInternational · Global1.41%1.69%+13.8%+13.0%[…][…]−12.0%16.9%$186M2.8

Rank among the three1st → 3rdFee, 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 · SCHD 2011 · VEA 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

MVFG

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

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

MVFGMeasureSCHD

+13.8%Year to dateJan 1 → Nov 4+35.3%

+13.0%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

1.41%Expense ratio$141 · $6 a year on $10k · lower is better0.06%

1.69%Trailing 12-mo yield$169 · $291 a year on $10k2.91%

−12.0%Worst dropSmaller is better−6.9%

16.9%VolatilityLower is calmer11.5%

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

0–6SCHD 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 SCHD: Top 5 Holdings

Today

MVFG

21.2%in top 5

SCHD

in top 521.6%

MVFGStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

4.3%SDYnot top 5

4.3%VSDAnot top 5

4.3%SPYDnot top 5

4.2%FNKnot top 5

not top 5KO4.2%

4.2%SDOGnot top 5

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

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

MVFG vs SCHD Returns, Every Period

MonarchMVFG

+13.0%

past year

SCHDSchwab

+41.6%

past year

MVFGSCHDFaded: behind in that period

0–2SCHD wins

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

International vs Income: MVFG vs SCHD

YTD

MonarchMVFG

+13.8%

SCHDSchwab

+35.3%

+13.8%Year to date+35.3%

−12.0%Worst drop · 1Y−6.9%

16.9%Volatility · 1Y11.5%

1.7%Yield2.9%

$186MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: MVFG, SCHD, VEA

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

SCHD0.06%$6

MVFG1.41%$141

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

Yields: MVFG, SCHD, VEA

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VEA2.41%$241

MVFG1.69%$169

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VEA$241 − $3 = $238

MVFG$169 − $141 = $28

KeptFee

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

Overlap: MVFG, SCHD, VEA

Today

0.0%most shared, MVFG and SCHD

MVFGSCHDVEA

MVFG—0.0%0.0%

SCHD0.0%—0.0%

VEA0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

MVFGWorst drop−12.0%16.9% vol

VEAWorst drop−11.6%17.8% vol

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

Paid More vs Made More

YTD

SCHDVEA

+35.3%Year to date+14.4%

2.9%Yield2.4%

+41.6%Past year+18.9%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026