MVFD vs SCHD

AMVFD

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SCHD $16,267

Lowest cost0.03%VOO · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common11.3%MVFD and SCHD

MVFD

SCHD

Monarch Volume Factor Dividend Tree ETF · $142MSchwab U.S. Dividend Equity ETF · $120B

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

[…]5 years · per year[…] · $16,267+10.2%

1.10%Expense ratio$110 · $6 on $10k · lower wins0.06%

1.32%12-mo yield$132 · $300 on $10k3.00%

−9.1%Worst dropSmaller wins−6.9%

15.1%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVFD · SCHD

3.2%ADP2.9%

2.8%ACN3.9%

2.2%UNH3.9%

1.9%QCOM3.6%

Held in common11.3%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AMVFD	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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AMVFD	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

MVFD vs SCHD

MVFD

Monarch Volume Factor Dividend Tree

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureMVFDSCHD

Fee1.10%0.06%

Cost on $10k a year$110$6

Yield1.32%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y15.1%11.7%

4–0measures won
SCHD first

11.3%

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: MVFD, SCHD, VOO

Today

11.3%most shared, MVFD and SCHD

MVFDSCHDVOO

MVFD—11.3%1.8%

SCHD11.3%—7.6%

VOO1.8%7.6%—

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

VOO$110 − $3 = $107

MVFD$132 − $110 = $22

KeptFee

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