LBO vs MVFD

ALBO

BMVFD

Measures won1–3MVFD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income6.25%LBO · $625 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common4.7%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%

6.25%12-mo yield$625 · $132 on $10k1.32%

−25.1%Worst dropSmaller wins−9.1%

24.1%VolatilityLower wins15.1%

1–3MVFD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLBO · MVFD

6.4%OWL2.6%

3.5%TPG2.1%

Held in common4.7%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ALBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk	6.53%	6.25%	−0.5%	−9.4%	−4.6%	new	new	−25.1%	$7M
3	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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ALBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk	6.53%	6.25%	−0.5%	−9.4%	−4.6%	new	new	−25.1%	$7M
3	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

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

Yield6.25%1.32%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−25.1%−9.1%

Volatility · 1Y24.1%15.1%

3–1measures won
MVFD first

4.7%

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: LBO, MVFD, SCHD

Today

11.3%most shared, MVFD and SCHD

LBOMVFDSCHD

LBO—4.7%2.9%

MVFD4.7%—11.3%

SCHD2.9%11.3%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

MVFD$132 − $110 = $22

LBO$625 − $653 = −$28

KeptFee

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