Compare · 2 funds side by side · dividends reinvested

MVFG and URTH

MVFGMonarch×URTHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,957URTH · best of the two

02 / 04

MVFG and URTH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI World ETFInternational · Global0.24%1.37%+12.6%+13.8%+23.2%+11.1%−9.1%13.2%$9.4B1.3

Monarch Volume Factor Global Unconstrained ETFInternational · Global1.41%1.69%+13.8%+13.0%[…][…]−12.0%16.9%$186M1.7

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 · URTH 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

MVFG

URTH

iShares MSCI World ETF · $9.4B$16,957

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

MVFGMeasureURTH

+13.8%Year to dateJan 1 → Nov 4+12.6%

+13.0%1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $18,683+23.2%

[…]5 years · per year$10,000 became […] · $16,957+11.1%

1.41%Expense ratio$141 · $24 a year on $10k · lower is better0.24%

1.69%Trailing 12-mo yield$169 · $137 a year on $10k1.37%

−12.0%Worst dropSmaller is better−9.1%

16.9%VolatilityLower is calmer13.2%

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

2–4URTH 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 URTH: Top 5 Holdings

Today

MVFG

21.2%in top 5

URTH

in top 519.4%

MVFGStockURTH

not top 5AAPL5.4%

not top 5NVDA5.3%

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 5MSFT4.1%

not top 5AMZN2.7%

not top 5GOOGL1.8%

Held in common0.0%

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

MVFG vs URTH Returns, Every Period

MonarchMVFG

+13.0%

past year

URTHiShares

+13.8%

past year

MVFGURTHFaded: behind in that period

1–1Level

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

MVFG vs URTH

YTD

MonarchMVFG

+13.8%

URTHiShares

+12.6%

+13.8%Year to date+12.6%

−12.0%Worst drop · 1Y−9.1%

16.9%Volatility · 1Y13.2%

1.7%Yield1.4%

$186MAssets$9.4B

2–2level

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

Cost, Income and Risk

Fees: MVFG, URTH

Today

0.24%lowest, URTH

FundExpense ratioFee$10k

URTH0.24%$24

MVFG1.41%$141

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

Yields: MVFG, URTH

1.69%highest, MVFG

FundTrailing yieldYield$10k

MVFG1.69%$169

URTH1.37%$137

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

Income After Fees on $10,000

$113most kept, URTH

URTH$137 − $24 = $113

MVFG$169 − $141 = $28

KeptFee

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

Overlap: MVFG, URTH

Today

0.0%most shared, MVFG and URTH

MVFGURTH

MVFG—0.0%

URTH0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.8%URTH, at 13.2% volatility

URTHWorst drop−9.1%13.2% 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

MVFGURTH

+13.8%Year to date+12.6%

1.7%Yield1.4%

+13.0%Past year+13.8%

1.41%Fee0.24%

2–2level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026