MDPL vs VOO

AMDPL

BVOO

Measures won1–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

Lowest cost0.03%VOO · $3 on $10k

Most income1.33%MDPL · $133 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.5%MDPL and VOO

MDPL

VOO

Monarch Dividend Plus ETF · $62MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,543+11.9%

1.19%Expense ratio$119 · $3 on $10k · lower wins0.03%

1.33%12-mo yield$133 · $107 on $10k1.07%

−12.4%Worst dropSmaller wins−8.9%

17.6%VolatilityLower wins13.7%

1–3VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMDPL · VOO

3.3%SCHW0.2%

3.7%ACN0.2%

2.6%MPC0.2%

3.6%MRSH0.1%

Held in common1.5%

End-of-day Nov 9, 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.33%	+1.6%	+15.0%	+22.3%	new	new	−12.4%	$62M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.33%	+1.6%	+15.0%	+22.3%	new	new	−12.4%	$62M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MDPL vs VOO

MDPL

Monarch Dividend Plus

[…]

VOO

Vanguard S&P 500

$17,543

MeasureMDPLVOO

Fee1.19%0.03%

Cost on $10k a year$119$3

Yield1.33%1.07%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y17.6%13.7%

3–1measures won
VOO first

1.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: MDPL, VOO, SPY

Today

92.7%most shared, VOO and SPY

MDPLVOOSPY

MDPL—1.5%1.7%

VOO1.5%—92.7%

SPY1.7%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPY$101 − $9 = $92

MDPL$133 − $119 = $14

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee