MVFD vs FDIQ5YMVFDMVFDAvsBFDIQFDIQMonarch Volume Factor Dividend Tree ETF · $142MInvesco Bloomberg Financial Data Providers ETF · $44MReturns · dividends in[…]3 years · per year[…][…]5 years · per year[…]Cost and income1.10%Expense ratio$110 · $35 on $10k · lower wins0.35%1.30%12-mo yield$130 · $193 on $10k1.93%Risk · 1 year
$10,000 in MVFD, FDIQ, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 11, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: MVFD, FDIQ, SCHDToday11.5%most shared, MVFD and SCHDMVFDFDIQSCHDMVFD—6.5%11.5%FDIQ6.5%—0.5%SCHD11.5%0.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
MVFD vs FDIQ5YAMVFDMonarch Volume Factor Dividend Tree[…]vsFDIQBInvesco Bloomberg Financial Data Providers[…]MeasureMVFDFDIQFee1.10%0.35%Cost on $10k a year$110$35Yield1.30%1.93%5 years, per year[…][…]3 years, per year[…][…]Worst drop · 1Y−9.1%[…]Volatility · 1Y15.2%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AMVFDMonarch Volume Factor Dividend Tree ETFReadDesk1.10%1.30%−0.4%+22.3%+23.6%newnew−9.1%$142M3BFDIQInvesco Bloomberg Financial Data Providers ETFReadDesk0.35%1.93%+0.6%newnewnewnew[…]$44MEnd-of-day Nov 11, 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▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AMVFDMonarch Volume Factor Dividend Tree ETFReadDesk1.10%1.30%−0.4%+22.3%+23.6%newnew−9.1%$142M3BFDIQInvesco Bloomberg Financial Data Providers ETFReadDesk0.35%1.93%+0.6%newnewnewnew[…]$44MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: MVFD, FDIQ, SCHDToday11.5%most shared, MVFD and SCHDMVFDFDIQSCHDMVFD—6.5%11.5%FDIQ6.5%—0.5%SCHD11.5%0.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287FDIQ$193 − $35 = $158MVFD$130 − $110 = $20KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee