MVFD vs SPY

AMVFD

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.30%MVFD · $130 on $10k

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

Held in common2.0%MVFD and SPY

MVFD

SPY

Monarch Volume Factor Dividend Tree ETF · $142MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

1.10%Expense ratio$110 · $9 on $10k · lower wins0.09%

1.30%12-mo yield$130 · $103 on $10k1.03%

−9.1%Worst dropSmaller wins−8.9%

15.0%VolatilityLower wins13.6%

1–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsMVFD · SPY

2.2%UNH0.6%

2.1%QCOM0.3%

2.8%ACN0.2%

3.1%ADP0.2%

Held in common2.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk		1.10%	1.30%	−2.0%	+22.3%	+25.9%	new	new	−9.1%	$142M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk		1.10%	1.30%	−2.0%	+22.3%	+25.9%	new	new	−9.1%	$142M

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

MVFD vs SPY

MVFD

Monarch Volume Factor Dividend Tree

[…]

SPY

SPDR S&P 500

$17,099

MeasureMVFDSPY

Fee1.10%0.09%

Cost on $10k a year$110$9

Yield1.30%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y15.0%13.6%

3–1measures won
SPY first

2.0%

holdings shared

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

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

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

Overlap: MVFD, SPY

Today

2.0%most shared, MVFD and SPY

MVFDSPY

MVFD—2.0%

SPY2.0%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

MVFD$130 − $110 = $20

KeptFee

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