MDPL vs VYM

AMDPL

BVYM

Measures won0–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common3.2%MDPL and VYM

MDPL

VYM

Monarch Dividend Plus ETF · $62MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $17,002+11.2%

1.19%Expense ratio$119 · $4 on $10k · lower wins0.04%

1.33%12-mo yield$133 · $230 on $10k2.30%

−12.4%Worst dropSmaller wins−6.7%

17.4%VolatilityLower wins10.6%

0–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsMDPL · VYM

2.6%MPC0.5%

3.7%ACN0.5%

3.5%MRSH0.3%

3.6%CMCSA0.3%

Held in common3.2%

End-of-day Nov 5, 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
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	AMDPL	Monarch Dividend Plus ETFRead Desk		1.19%	1.33%	−1.1%	+15.4%	+21.9%	new	new	−12.4%	$62M

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	AMDPL	Monarch Dividend Plus ETFRead Desk		1.19%	1.33%	−1.1%	+15.4%	+21.9%	new	new	−12.4%	$62M

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

Cards for this view

MDPL vs VYM

MDPL

Monarch Dividend Plus

[…]

VYM

Vanguard High Dividend Yield

$17,002

MeasureMDPLVYM

Fee1.19%0.04%

Cost on $10k a year$119$4

Yield1.33%2.30%

5 years, per year[…]+11.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−12.4%−6.7%

Volatility · 1Y17.4%10.6%

4–0measures won
VYM first

3.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MDPL, VYM

Today

3.2%most shared, MDPL and VYM

MDPLVYM

MDPL—3.2%

VYM3.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

MDPL$133 − $119 = $14

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee