MVFD vs USOY

AMVFD

BUSOY

Measures won3–1MVFD wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income53.52%USOY · $5,352 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common[…]MVFD and USOY

MVFD

USOY

Monarch Volume Factor Dividend Tree ETF · $142MOil Enhanced Options Income ETF · $74M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.10%Expense ratio$110 · $112 on $10k · lower wins1.12%

1.32%12-mo yield$132 · $5,352 on $10k53.52%

−9.1%Worst dropSmaller wins−25.5%

15.1%VolatilityLower wins39.0%

3–1MVFD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVFD · USOY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk	1.10%	1.32%	−1.6%	+20.3%	+22.3%	new	new	−9.1%	$142M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$74M

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk	1.10%	1.32%	−1.6%	+20.3%	+22.3%	new	new	−9.1%	$142M
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	53.52%	+0.1%	+61.1%	+60.0%	new	new	−25.5%	$74M

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 USOY

MVFD

Monarch Volume Factor Dividend Tree

[…]

USOY

Oil Enhanced Options Income

[…]

MeasureMVFDUSOY

Fee1.10%1.12%

Cost on $10k a year$110$112

Yield1.32%53.52%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−9.1%−25.5%

Volatility · 1Y15.1%39.0%

3–1measures won
MVFD first

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MVFD, USOY, VIG

Today

4.9%most shared, MVFD and VIG

MVFDUSOYVIG

MVFD—[…]4.9%

USOY[…]—[…]

VIG4.9%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

VIG$150 − $4 = $146

MVFD$132 − $110 = $22

KeptFee

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