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AMVFD

BXLK

Measures won3–1MVFD wins · of 6 · 5Y

$10,000 · 5Y$21,150XLK · SCHD $16,418

Lowest cost0.06%SCHD · $6 on $10k

Most income2.92%SCHD · $292 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.2%MVFD and XLK

Monarch Volume Factor Dividend Tree ETF · $142MState Street Technology Select Sector SPDR ETF · $117B

[…]3 years · per year[…] · $19,743+25.4%

[…]5 years · per year[…] · $21,150+16.2%

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

1.29%12-mo yield$129 · $49 on $10k0.49%

Cards for this view

MVFD

Monarch Volume Factor Dividend Tree

[…]

XLK

Technology Select Sector SPDR

$21,150

MeasureMVFDXLK

Fee1.10%0.08%

Cost on $10k a year$110$8

Yield1.29%0.49%

5 years, per year[…]+16.2%

3 years, per year[…]+25.4%

Worst drop · 1Y−9.1%−19.6%

Volatility · 1Y15.2%

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1	BXLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	−2.0%	+18.7%	+16.5%	+25.4%	+16.2%	−19.6%	$116.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
3	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk	1.10%	1.29%	+0.6%	+22.6%	+22.8%	new	new	−9.1%	$142M

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1	BXLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	−2.0%	+18.7%	+16.5%	+25.4%	+16.2%	−19.6%	$116.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
3	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk	1.10%	1.29%	+0.6%	+22.6%	+22.8%	new	new	−9.1%	$142M