SCHD vs MVFD
YTDYear to date
SCHD wins+12.0 pts
Past year
SCHD wins+14.1 pts
Fee
SCHD winslower fee
Yield
SCHD wins+1.7 pts
AUM
SCHD855.1× more
4–0SCHD wins
SCHD and MVFD · year-to-date · as of Nov 4, 2026 · AUM not scored
MVFD vs S&P 500
1Y$33.69 · −1.0% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y ▼3Y5YMAX
Total return−1.0%+9.4%+11.0%+20.8%+23.5%——+39.9%
Peer average−0.2%+0.1%−1.6%+9.4%+12.1%+61.7%+48.9%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
Monarch MVFD and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
MVFD’s Holdings
TodayLW3.6%VRSK3.3%RHI3.1%ADP3.1%TTEK3.0%OWL2.8%FDS2.8%ACN2.8%MC2.8%MORN2.8%SJM2.8%ELV2.7%EG2.7%SIRI2.7%RPRX2.7%IBP2.5%TRV2.5%AFL2.5%DK2.5%PAYC2.5%KTB2.5%AIZ2.5%20 more
EnergyTechnologyIndustrialsConsumer DefensiveConsumer CyclicalOther
Monarch MVFD · 42 holdings · tile size = share of the fund · as of Nov 3, 2026
All 402 Dividend Stocks ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | U.S. Dividend EquityReadDesk | 0.06% | 3.0% | +32.8% | +32.8% | $121B | |
| 2 | VIG | Dividend AppreciationReadDesk | 0.04% | 1.5% | +14.0% | +14.0% | $109B | |
| 3 | VYM | High Dividend YieldReadDesk | 0.04% | 2.3% | +15.8% | +15.8% | $78.9B | |
| 4 | DGRO | Core Dividend GrowthReadDesk | 0.08% | 1.8% | +18.0% | +18.0% | $45.1B | |
| 5 | CGDV | Capital Group Dividend ValueReadDesk | 0.33% | 1.2% | +13.0% | +13.0% | $38.8B | |
| 6 | RDVY | First Trust Rising Dividend AchieversReadDesk | 0.47% | 0.9% | +15.5% | +15.5% | $25.7B | |
| 7 | DVY | Select DividendReadDesk | 0.38% | 3.3% | +17.4% | +17.4% | $23.6B | |
| 8 | SDY | State Street SPDR S&P DividendReadDesk | 0.35% | 2.3% | +18.0% | +18.0% | $22.6B | |
| 9 | VYMI | International High Dividend YieldReadDesk | 0.07% | 3.7% | +15.0% | +15.0% | $21.4B | |
| 10 | DGRW | WisdomTree U.S. Quality Dividend GrowthReadDesk | 0.28% | 1.2% | +10.9% | +10.9% | $16.9B | |
| 11 | BINC | Flexible Income ActiveReadDesk | 0.52% | 6.1% | +0.1% | +0.1% | $16.8B | |
| 12 | HDV | Core High DividendReadDesk | 0.08% | 3.1% | +29.3% | +29.3% | $16.2B | |
| 13 | QQQI | NEOS Nasdaq-100 High IncomeReadDesk | 0.68% | 14.9% | +7.2% | +7.2% | $14.7B | |
| 14 | SPYI | Neos S&P 500(R) High IncomeReadDesk | 0.68% | 12.1% | +10.1% | +10.1% | $12.4B | |
| 15 | NOBL | ProShares - S&P 500 Dividend AristocratsReadDesk | 0.35% | 2.0% | +16.0% | +16.0% | $12.0B | |
| 16 | PFF | Preferred and Income SecuritiesReadDesk | 0.45% | 5.8% | −4.4% | −4.4% | $11.6B |
1–16 of 402Page 1 of 26
Dividend Stocks · current AUM · as of Nov 4, 2026
MVFD Payouts by Year
3YLatest payout, Sep 2026
$0.09
a share · every quarter
1.3% yield
1.3% yield
3 years added up
$1.07 a share
$1.07 a share
Monarch MVFD · per-share distributions by ex-date · 2024–2026
MVFD’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab U.S. Dividend Equity ETFReadVersus | 0.06% | 3.0% | −1.0% | +32.8% | +37.6% | $121B | |
| 2 | VIG | Vanguard Dividend Appreciation ETFReadVersus | 0.04% | 1.5% | −0.3% | +14.0% | +15.9% | $109B | |
| 3 | VYM | Vanguard High Dividend Yield ETFReadVersus | 0.04% | 2.3% | −0.3% | +15.8% | +19.0% | $78.9B | |
| 4 | DGRO | iShares Core Dividend Growth ETFReadVersus | 0.08% | 1.8% | −0.6% | +18.0% | +21.0% | $45.1B | |
| 5 | CGDV | Capital Group Dividend Value ETFReadVersus | 0.33% | 1.2% | +0.4% | +13.0% | +16.1% | $38.8B | |
| 6 | MVFD | Monarch Volume Factor Dividend Tree ETFThis fund | 1.10% | 1.3% | −1.0% | +20.8% | +23.5% | $142M |
#27 of 324 this year · #375 cheapest of 402 · sorted by assetsOpen the Income table →
MVFD and its peer group · total return · as of Nov 4, 2026
Cards for This View
MVFD’s Top 10 Holdings
Today30.0%of MVFD sits in these 10
Monarch MVFD · weight in the fund · as of Nov 3, 2026
MVFD’s Holdings
TodayLW3.6%VRSK3.3%RHI3.1%ADP3.1%TTEK3.0%OWL2.8%FDS2.8%ACN2.8%MC2.8%MORN2.8%SJM2.8%ELV2.7%EG2.7%SIRI2.7%RPRX2.7%IBP2.5%TRV2.5%AFL2.5%DK2.5%PAYC2.5%KTB2.5%AIZ2.5%20 more
EnergyTechnologyIndustrialsConsumer DefensiveConsumer CyclicalOther
Monarch MVFD · 42 holdings · tile size = share of the fund · as of Nov 3, 2026
MVFD vs Peer Average
YTDMVFDAvsBPeer average
1D−1.0%−0.2%
1M+9.4%+0.1%
3M+11.0%−1.6%
YTD+20.8%+9.4%
1Y+23.5%+12.1%
3Y[…]+61.7%
5Y[…]+48.9%
4–1MVFD wins
401 Dividend stocks peers · each row scaled to its leader