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, VIG5Y$10k startVIG $16.7kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: MVFD, FDIQ, VIGToday6.5%most shared, MVFD and FDIQMVFDFDIQVIGMVFD—6.5%4.9%FDIQ6.5%—2.3%VIG4.9%2.3%—End-of-day Nov 12, 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▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%+0.8%+16.0%+17.8%+18.9%+10.7%−7.9%$109.1B2AMVFDMonarch 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 12, 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▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%+0.8%+16.0%+17.8%+18.9%+10.7%−7.9%$109.1B2AMVFDMonarch 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 12, 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 12+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.8%vsBVVIGVanguard+16.0%Jan 1Nov 12+19.8%+16.0%+19.8%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 12+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: MVFD, FDIQ, VIGToday6.5%most shared, MVFD and FDIQMVFDFDIQVIGMVFD—6.5%4.9%FDIQ6.5%—2.3%VIG4.9%2.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$158most kept, FDIQFDIQ$193 − $35 = $158VIG$145 − $4 = $141MVFD$130 − $110 = $20KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee