KMID vs MVFD5YKMIDKMIDAvsBMVFDMVFDVirtus KAR Mid-Cap ETF · $53MMonarch Volume Factor Dividend Tree ETF · $142MReturns · dividends in[…]3 years · per year[…][…]5 years · per year[…]Cost and income0.80%Expense ratio$80 · $110 on $10k · lower wins1.10%0.11%12-mo yield$11 · $129 on $10k1.29%Risk · 1 year−10.7%
$10,000 in KMID, MVFD, VUG5Y$10k startVUG $16.2kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: KMID, MVFD, VUGToday3.4%most shared, KMID and MVFDKMIDMVFDVUGKMID—3.4%0.7%MVFD3.4%—0.1%VUG0.7%0.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
KMID vs MVFD5YAKMIDVirtus KAR Mid-Cap[…]vsMVFDBMonarch Volume Factor Dividend Tree[…]MeasureKMIDMVFDFee0.80%1.10%Cost on $10k a year$80$110Yield0.11%1.29%5 years, per year[…][…]3 years, per year[…][…]Worst drop · 1Y−10.7%−9.1%Volatility · 1Y15.8%15.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2AKMIDVirtus KAR Mid-Cap ETFReadDesk0.80%0.11%+0.1%+3.2%+4.3%newnew−10.7%$53M3BMVFDMonarch Volume Factor Dividend Tree ETFReadDesk1.10%1.29%+0.6%+22.6%+22.8%newnew−9.1%$142MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2AKMIDVirtus KAR Mid-Cap ETFReadDesk0.80%0.11%+0.1%+3.2%+4.3%newnew−10.7%$53M3BMVFDMonarch Volume Factor Dividend Tree ETFReadDesk1.10%1.29%+0.6%+22.6%+22.8%newnew−9.1%$142MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: KMID, MVFD, VUGToday3.4%most shared, KMID and MVFDKMIDMVFDVUGKMID—3.4%0.7%MVFD3.4%—0.1%VUG0.7%0.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$38most kept, VUGVUG$41 − $3 = $38MVFD$129 − $110 = $19KMID$11 − $80 = −$69KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee