Compare · 3 funds side by side · dividends reinvested

MVFG, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

MVFG, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.1

Monarch Volume Factor Global Unconstrained ETFInternational · Global1.41%1.72%+11.7%+8.8%[…][…]−13.8%16.9%$186M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MVFG 2024 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

MVFG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

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

MVFGMeasureSPYM

+11.7%Year to dateJan 1 → Nov 3+11.5%

+8.8%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

1.41%Expense ratio$141 · $2 a year on $10k · lower is better0.02%

1.72%Trailing 12-mo yield$172 · $103 a year on $10k1.03%

−13.8%Worst dropSmaller is better−8.9%

16.9%VolatilityLower is calmer12.7%

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

2–4SPYM wins

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

More Ways to See the Pairs

MVFG vs SPYM: Top 5 Holdings

Today

MVFG

21.4%in top 5

SPYM

in top 527.4%

MVFGStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

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 5AMZN3.6%

not top 5GOOGL2.5%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

MVFG vs SPYM Returns, Every Period

MonarchMVFG

+8.8%

past year

SPYMSPDR

+11.9%

past year

MVFGSPYMFaded: behind in that period

1–1Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

International vs Core: MVFG vs SPYM

YTD

MonarchMVFG

+11.7%

SPYMSPDR

+11.5%

+11.7%Year to date+11.5%

−13.8%Worst drop · 1Y−8.9%

16.9%Volatility · 1Y12.7%

1.7%Yield1.0%

$186MAssets$185B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MVFG, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

MVFG1.41%$141

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MVFG, SPYM, SPY

1.72%highest, MVFG

FundTrailing yieldYield$10k

MVFG1.72%$172

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

MVFG$172 − $141 = $31

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MVFG, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

MVFGSPYMSPY

MVFG—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

MVFGWorst drop−13.8%16.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MVFGSPYM

+11.7%Year to date+11.5%

1.7%Yield1.0%

+8.8%Past year+11.9%

1.41%Fee0.02%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026