MVFD vs VIG

AMVFD

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,653VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.45%VIG · $145 on $10k

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

Held in common4.9%MVFD and VIG

MVFD

VIG

Monarch Volume Factor Dividend Tree ETF · $142MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,811+18.9%

[…]5 years · per year[…] · $16,653+10.7%

1.10%Expense ratio$110 · $4 on $10k · lower wins0.04%

1.30%12-mo yield$130 · $145 on $10k1.45%

−9.1%Worst dropSmaller wins

End-of-day Nov 12, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk		1.10%	1.30%	−0.4%	+22.3%	+23.6%	new	new	−9.1%	$142M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk		1.10%	1.30%	−0.4%	+22.3%	+23.6%	new	new	−9.1%	$142M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MVFD vs VIG

MVFD

Monarch Volume Factor Dividend Tree

[…]

VIG

Vanguard Dividend Appreciation

$16,653

MeasureMVFDVIG

Fee1.10%0.04%

Cost on $10k a year$110$4

Yield1.30%1.45%

5 years, per year[…]+10.7%

3 years, per year[…]+18.9%

Worst drop · 1Y−9.1%−7.9%

Volatility · 1Y15.2%11.0%

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MVFD vs VIG

Both

Both

$10,000 in MVFD, VIG

Overlap: MVFD, VIG

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Income After Fees on $10,000