KMID vs MVFD

AKMID

BMVFD

Measures won1–3MVFD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.80%KMID · $80 on $10k

Most income1.32%MVFD · $132 on $10k

Smallest drop−9.1%MVFD · worst fall in 1Y

Held in common3.4%KMID and MVFD

KMID

MVFD

Virtus KAR Mid-Cap ETF · $54MMonarch Volume Factor Dividend Tree ETF · $142M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.80%Expense ratio$80 · $110 on $10k · lower wins1.10%

0.12%12-mo yield$12 · $132 on $10k1.32%

−10.7%Worst dropSmaller wins−9.1%

15.4%VolatilityLower wins15.1%

1–3MVFD wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsKMID · MVFD

4.8%VRSK3.4%

Held in common3.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AKMID	Virtus KAR Mid-Cap ETFRead Desk		0.80%	0.12%	−0.5%	−0.2%	+0.5%	new	new	−10.7%	$54M
2	BMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk		1.10%	1.32%	−1.6%	+20.3%	+22.3%	new	new	−9.1%	$142M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AKMID	Virtus KAR Mid-Cap ETFRead Desk		0.80%	0.12%	−0.5%	−0.2%	+0.5%	new	new	−10.7%	$54M
2	BMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk		1.10%	1.32%	−1.6%	+20.3%	+22.3%	new	new	−9.1%	$142M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KMID vs MVFD

KMID

Virtus KAR Mid-Cap

[…]

MVFD

Monarch Volume Factor Dividend Tree

[…]

MeasureKMIDMVFD

Fee0.80%1.10%

Cost on $10k a year$80$110

Yield0.12%1.32%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−10.7%−9.1%

Volatility · 1Y15.4%15.1%

3–1measures won
MVFD first

3.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

Overlap: KMID, MVFD

Today

3.4%most shared, KMID and MVFD

KMIDMVFD

KMID—3.4%

MVFD3.4%—

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

Income After Fees on $10,000

$22most kept, MVFD

MVFD$132 − $110 = $22

KMID$12 − $80 = −$68

KeptFee

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