MVFD vs VOO

AMVFD

BVOO

Measures won1–3VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.27%MVFD · $127 on $10k

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

Held in common1.8%MVFD and VOO

MVFD

VOO

Monarch Volume Factor Dividend Tree ETF · $142MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

1.10%Expense ratio$110 · $3 on $10k · lower wins0.03%

1.27%12-mo yield$127 · $105 on $10k1.05%

−9.1%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins12.8%

1–3VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsMVFD · VOO

2.3%UNH0.5%

2.0%QCOM0.3%

2.7%ACN0.2%

3.1%ADP0.2%

Held in common1.8%

End-of-day Nov 4, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk		1.10%	1.27%	+3.3%	+24.8%	+26.5%	new	new	−9.1%	$142M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk		1.10%	1.27%	+3.3%	+24.8%	+26.5%	new	new	−9.1%	$142M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MVFD vs VOO

MVFD

Monarch Volume Factor Dividend Tree

[…]

VOO

Vanguard S&P 500

$18,115

MeasureMVFDVOO

Fee1.10%0.03%

Cost on $10k a year$110$3

Yield1.27%1.05%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y14.9%12.8%

3–1measures won
VOO first

1.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: MVFD, VOO

Today

1.8%most shared, MVFD and VOO

MVFDVOO

MVFD—1.8%

VOO1.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

MVFD$127 − $110 = $17

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee