MVFD vs SPYM

AMVFD

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · IVV $17,398

Lowest cost0.02%SPYM · $2 on $10k

Most income1.30%MVFD · $130 on $10k

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

Held in common2.0%MVFD and SPYM

Monarch Volume Factor Dividend Tree ETF · $142MState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

1.10%Expense ratio$110 · $2 on $10k · lower wins0.02%

1.30%12-mo yield$130 · $102 on $10k1.02%

Cards for this view

MVFD

Monarch Volume Factor Dividend Tree

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureMVFDSPYM

Fee1.10%0.02%

Cost on $10k a year$110$2

Yield1.30%1.02%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y15.2%13.7%

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
3	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk	1.10%	1.30%	−0.4%	+21.9%	+22.5%	new	new	−9.1%	$142M

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
3	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk	1.10%	1.30%	−0.4%	+21.9%	+22.5%	new	new	−9.1%	$142M

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