Compare · 3 funds side by side · dividends reinvested

MVFG, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

MVFG, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.8

Monarch Volume Factor Global Unconstrained ETFInternational · Global1.41%1.75%+10.0%+12.6%[…][…]−10.6%16.6%$186M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: MVFG 2024 · SPYM 2005 · VOO 2010

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 · $182B$17,192

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

MVFGMeasureSPYM

+10.0%Year to dateJan 1 → Nov 6+8.8%

+12.6%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

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

1.75%Trailing 12-mo yield$175 · $105 a year on $10k1.05%

−10.6%Worst dropSmaller is better−8.9%

16.6%VolatilityLower is calmer13.6%

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

3–3Level

End-of-day Nov 6, 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

21.6%in top 5

SPYM

in top 527.8%

MVFGStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.4%VSDAnot top 5

4.4%SDYnot top 5

4.4%SPYDnot top 5

4.3%FNKnot top 5

4.2%REGLnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

MVFG vs SPYM Returns, Every Period

MonarchMVFG

+12.6%

past year

SPYMSPDR

+9.8%

past year

MVFGSPYMFaded: behind in that period

2–0MVFG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Core: MVFG vs VOO

YTD

MonarchMVFG

+10.0%

VOOVanguard

+8.7%

+10.0%Year to date+8.7%

−10.6%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y13.5%

1.7%Yield1.1%

$186MAssets$1.00T

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MVFG, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

MVFG1.41%$141

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MVFG, SPYM, VOO

1.75%highest, MVFG

FundTrailing yieldYield$10k

MVFG1.75%$175

VOO1.10%$110

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

MVFG$175 − $141 = $34

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MVFG, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

MVFGSPYMVOO

MVFG—0.0%0.0%

SPYM0.0%—92.2%

VOO0.0%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.6%MVFG, at 16.6% volatility

VOOWorst drop−8.9%13.5% vol

SPYMWorst drop−8.9%13.6% vol

MVFGWorst drop−10.6%16.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MVFGSPYM

+10.0%Year to date+8.8%

1.7%Yield1.1%

+12.6%Past year+9.8%

1.41%Fee0.02%

3–1MVFG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026