LBO vs MVFD

ALBO

BMVFD

Measures won1–3MVFD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost1.10%MVFD · $110 on $10k

Most income6.28%LBO · $628 on $10k

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

Held in common4.9%LBO and MVFD

LBO

MVFD

WHITEWOLF Publicly Listed Private Equity ETF · $7MMonarch Volume Factor Dividend Tree ETF · $142M

[…]3 years · per year[…]

[…]5 years · per year[…]

6.53%Expense ratio$653 · $110 on $10k · lower wins1.10%

6.28%12-mo yield$628 · $131 on $10k1.31%

−25.1%Worst dropSmaller wins−9.1%

23.5%VolatilityLower wins14.6%

1–3MVFD wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsLBO · MVFD

6.8%OWL2.8%

3.5%TPG2.1%

Held in common4.9%

End-of-day Nov 3, 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	ALBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk		6.53%	6.28%	−1.6%	−9.9%	−5.3%	new	new	−25.1%	$7M
2	BMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk		1.10%	1.31%	−1.0%	+20.8%	+23.5%	new	new	−9.1%	$142M

End-of-day Nov 3, 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	ALBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk		6.53%	6.28%	−1.6%	−9.9%	−5.3%	new	new	−25.1%	$7M
2	BMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk		1.10%	1.31%	−1.0%	+20.8%	+23.5%	new	new	−9.1%	$142M

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

Cards for this view

LBO vs MVFD

LBO

WHITEWOLF Publicly Listed Private Equity

[…]

MVFD

Monarch Volume Factor Dividend Tree

[…]

MeasureLBOMVFD

Fee6.53%1.10%

Cost on $10k a year$653$110

Yield6.28%1.31%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−25.1%−9.1%

Volatility · 1Y23.5%14.6%

3–1measures won
MVFD first

4.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: LBO, MVFD

Today

4.9%most shared, LBO and MVFD

LBOMVFD

LBO—4.9%

MVFD4.9%—

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

Income After Fees on $10,000

$21most kept, MVFD

MVFD$131 − $110 = $21

LBO$628 − $653 = −$25

KeptFee

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