MVFD vs VYM

AMVFD

BVYM

Measures won0–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,742VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.22%VYM · $222 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common5.3%MVFD and VYM

MVFD

VYM

Monarch Volume Factor Dividend Tree ETF · $142MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,970+21.6%

[…]5 years · per year[…] · $17,742+12.2%

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

1.27%12-mo yield$127 · $222 on $10k2.22%

−9.1%Worst dropSmaller wins−6.7%

14.9%VolatilityLower wins10.1%

0–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsMVFD · VYM

2.3%UNH1.4%

2.0%QCOM0.8%

2.7%ACN0.5%

3.1%ADP0.4%

Held in common5.3%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
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 VYM

MVFD

Monarch Volume Factor Dividend Tree

[…]

VYM

Vanguard High Dividend Yield

$17,742

MeasureMVFDVYM

Fee1.10%0.04%

Cost on $10k a year$110$4

Yield1.27%2.22%

5 years, per year[…]+12.2%

3 years, per year[…]+21.6%

Worst drop · 1Y−9.1%−6.7%

Volatility · 1Y14.9%10.1%

4–0measures won
VYM first

5.3%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

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

Overlap: MVFD, VYM

Today

5.3%most shared, MVFD and VYM

MVFDVYM

MVFD—5.3%

VYM5.3%—

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

Income After Fees on $10,000

$218most kept, VYM

VYM$222 − $4 = $218

MVFD$127 − $110 = $17

KeptFee

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