MVFD vs XLK

AMVFD

BXLK

Measures won3–1MVFD wins · of 6 · 5Y

$10,000 · 5Y$22,110XLK

Lowest cost0.08%XLK · $8 on $10k

Most income1.30%MVFD · $130 on $10k

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

Held in common2.2%MVFD and XLK

MVFD

XLK

Monarch Volume Factor Dividend Tree ETF · $142MState Street Technology Select Sector SPDR ETF · $113B

[…]3 years · per year[…] · $20,552+27.1%

[…]5 years · per year[…] · $22,110+17.2%

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

1.30%12-mo yield$130 · $48 on $10k0.48%

−9.1%

End-of-day Nov 11, 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	BXLK	State Street Technology Select Sector SPDR ETFRead Desk		0.08%	0.48%	+3.2%	+21.5%	+18.6%	+27.1%	+17.2%	−19.6%	$112.8B
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 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXLK	State Street Technology Select Sector SPDR ETFRead Desk		0.08%	0.48%	+3.2%	+21.5%	+18.6%	+27.1%	+17.2%	−19.6%	$112.8B
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 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MVFD vs XLK

MVFD

Monarch Volume Factor Dividend Tree

[…]

XLK

Technology Select Sector SPDR

$22,110

MeasureMVFDXLK

Fee1.10%0.08%

Cost on $10k a year$110$8

Yield1.30%0.48%

5 years, per year[…]+17.2%

3 years, per year[…]+27.1%

Worst drop · 1Y−9.1%−19.6%

Volatility · 1Y15.2%

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MVFD vs XLK

Both

Both

$10,000 in MVFD, XLK

Overlap: MVFD, XLK

MVFD vs XLK

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Income After Fees on $10,000