SCHD vs MVFD
YTDYear to date
SCHD wins+10.0 pts
Past year
SCHD wins+12.8 pts
Fee
SCHD winslower fee
Yield
SCHD wins+1.7 pts
AUM
SCHD865.1× more
4–0SCHD wins
SCHD and MVFD · year-to-date · as of Nov 6, 2026 · AUM not scored
MVFD vs S&P 500
3M$34.10 · −2.0% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3M ▼YTD1Y3Y5YMAX
Total return−2.0%+11.1%+11.7%+22.3%+25.9%——+41.6%
Peer average−2.2%−0.5%−2.8%+8.7%+12.2%+59.0%+49.2%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
Monarch MVFD and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
MVFD’s Holdings
TodayLW3.5%VRSK3.1%ADP3.1%RHI3.0%TTEK3.0%SIRI3.0%ELV2.8%MORN2.8%ACN2.8%OWL2.7%MC2.7%SJM2.7%FDS2.7%IBP2.7%EG2.7%RPRX2.6%KTB2.6%TRV2.5%AIZ2.5%PRU2.5%AFL2.5%20 more
TechnologyIndustrialsConsumer DefensiveConsumer CyclicalOther
Monarch MVFD · 42 holdings · tile size = share of the fund · as of Nov 5, 2026
All 402 Dividend Stocks ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | U.S. Dividend EquityReadDesk | 0.06% | 3.0% | +32.3% | +32.3% | $123B | |
| 2 | VIG | Dividend AppreciationReadDesk | 0.04% | 1.5% | +12.5% | +12.5% | $109B | |
| 3 | VYM | High Dividend YieldReadDesk | 0.04% | 2.3% | +13.3% | +13.3% | $78.9B | |
| 4 | DGRO | Core Dividend GrowthReadDesk | 0.08% | 1.9% | +17.2% | +17.2% | $46.1B | |
| 5 | CGDV | Capital Group Dividend ValueReadDesk | 0.33% | 1.3% | +9.7% | +9.7% | $39.0B | |
| 6 | RDVY | First Trust Rising Dividend AchieversReadDesk | 0.47% | 0.9% | +13.0% | +13.0% | $25.7B | |
| 7 | DVY | Select DividendReadDesk | 0.38% | 3.3% | +16.9% | +16.9% | $23.9B | |
| 8 | SDY | State Street SPDR S&P DividendReadDesk | 0.35% | 2.3% | +19.1% | +19.1% | $22.3B | |
| 9 | VYMI | International High Dividend YieldReadDesk | 0.07% | 3.7% | +15.8% | +15.8% | $21.4B | |
| 10 | DGRW | WisdomTree U.S. Quality Dividend GrowthReadDesk | 0.28% | 1.3% | +8.9% | +8.9% | $16.9B | |
| 11 | BINC | Flexible Income ActiveReadDesk | 0.52% | 6.0% | +0.5% | +0.5% | $16.9B | |
| 12 | HDV | Core High DividendReadDesk | 0.08% | 3.1% | +28.8% | +28.8% | $16.4B | |
| 13 | QQQI | NEOS Nasdaq-100 High IncomeReadDesk | 0.68% | 15.6% | +2.1% | +2.1% | $14.8B | |
| 14 | SPYI | Neos S&P 500(R) High IncomeReadDesk | 0.68% | 12.4% | +7.6% | +7.6% | $12.5B | |
| 15 | NOBL | ProShares - S&P 500 Dividend AristocratsReadDesk | 0.35% | 1.9% | +17.9% | +17.9% | $12.4B | |
| 16 | PFF | Preferred and Income SecuritiesReadDesk | 0.45% | 5.8% | −4.8% | −4.8% | $11.7B |
1–16 of 402Page 1 of 26
Dividend Stocks · current AUM · as of Nov 6, 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% | −2.2% | +32.3% | +38.7% | $123B | |
| 2 | VIG | Vanguard Dividend Appreciation ETFReadVersus | 0.04% | 1.5% | −3.3% | +12.5% | +15.2% | $109B | |
| 3 | VYM | Vanguard High Dividend Yield ETFReadVersus | 0.04% | 2.3% | −3.3% | +13.3% | +17.7% | $78.9B | |
| 4 | DGRO | iShares Core Dividend Growth ETFReadVersus | 0.08% | 1.9% | −2.8% | +17.2% | +21.2% | $46.1B | |
| 5 | CGDV | Capital Group Dividend Value ETFReadVersus | 0.33% | 1.3% | −4.3% | +9.7% | +13.2% | $39.0B | |
| 6 | MVFD | Monarch Volume Factor Dividend Tree ETFThis fund | 1.10% | 1.3% | −2.0% | +22.3% | +25.9% | $142M |
#22 of 324 this year · #375 cheapest of 402 · sorted by assetsOpen the Income table →
MVFD and its peer group · total return · as of Nov 6, 2026
Cards for This View
MVFD’s Top 10 Holdings
Today29.8%of MVFD sits in these 10
Monarch MVFD · weight in the fund · as of Nov 5, 2026
MVFD’s Holdings
TodayLW3.5%VRSK3.1%ADP3.1%RHI3.0%TTEK3.0%SIRI3.0%ELV2.8%MORN2.8%ACN2.8%OWL2.7%MC2.7%SJM2.7%FDS2.7%IBP2.7%EG2.7%RPRX2.6%KTB2.6%TRV2.5%AIZ2.5%PRU2.5%AFL2.5%20 more
TechnologyIndustrialsConsumer DefensiveConsumer CyclicalOther
Monarch MVFD · 42 holdings · tile size = share of the fund · as of Nov 5, 2026
MVFD vs Peer Average
YTDMVFDAvsBPeer average
1D−2.0%−2.2%
1M+11.1%−0.5%
3M+11.7%−2.8%
YTD+22.3%+8.7%
1Y+25.9%+12.2%
3Y[…]+59.0%
5Y[…]+49.2%
5–0MVFD wins
401 Dividend stocks peers · each row scaled to its leader