MVFD vs XLF

AMVFD

BXLF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,765XLF

Lowest cost0.08%XLF · $8 on $10k

Most income1.41%XLF · $141 on $10k

Smallest drop−9.1%MVFD · worst fall in 1Y

Held in common4.1%MVFD and XLF

MVFD

XLF

Monarch Volume Factor Dividend Tree ETF · $142MState Street Financial Select Sector SPDR ETF · $54.1B

[…]3 years · per year[…] · $18,242+22.2%

[…]5 years · per year[…] · $15,765+9.5%

1.10%Expense ratio$110 · $8 on $10k · lower wins0.08%

1.30%12-mo yield$130 · $141 on $10k1.41%

−9.1%

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	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.41%	+0.6%	+8.4%	+12.4%	+22.2%	+9.5%	−14.8%	$54.1B
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	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.41%	+0.6%	+8.4%	+12.4%	+22.2%	+9.5%	−14.8%	$54.1B
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 XLF

MVFD

Monarch Volume Factor Dividend Tree

[…]

XLF

Financial Select Sector SPDR

$15,765

MeasureMVFDXLF

Fee1.10%0.08%

Cost on $10k a year$110$8

Yield1.30%1.41%

5 years, per year[…]+9.5%

3 years, per year[…]+22.2%

Worst drop · 1Y−9.1%−14.8%

Volatility · 1Y15.2%

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MVFD vs XLF

Both

Both

$10,000 in MVFD, XLF

Overlap: MVFD, XLF

MVFD vs XLF

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: MVFD, XLF

Income After Fees on $10,000