SCHD vs MVFD
YTDYear to date
SCHD wins+11.1 pts
Past year
SCHD wins+14.7 pts
Fee
SCHD winslower fee
Yield
SCHD wins+1.7 pts
AUM
SCHD843.9× more
4–0SCHD wins
SCHD and MVFD · year-to-date · as of Nov 7, 2026 · AUM not scored
MVFD vs S&P 500
3Y$33.55 · −1.6% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return−1.6%+7.6%+7.5%+20.3%+22.3%——+39.3%
Peer average−0.1%−0.8%−2.9%+8.4%+11.3%+57.1%+48.7%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Monarch MVFD and Vanguard VOO · total return, dividends in · as of Nov 7, 2026
MVFD’s Holdings
TodayLW3.5%VRSK3.4%ADP3.2%TTEK3.0%SIRI3.0%RHI3.0%MORN2.9%ELV2.8%ACN2.8%SJM2.8%FDS2.8%RPRX2.7%EG2.7%MC2.7%OWL2.6%IBP2.6%AFL2.6%TRV2.6%AIZ2.5%KTB2.5%PRU2.5%20 more
TechnologyIndustrialsConsumer DefensiveConsumer CyclicalOther
Monarch MVFD · 42 holdings · tile size = share of the fund · as of Nov 6, 2026
All 402 Dividend Stocks ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | U.S. Dividend EquityReadDesk | 0.06% | 3.0% | +31.4% | +31.4% | $120B | |
| 2 | VIG | Dividend AppreciationReadDesk | 0.04% | 1.5% | +12.1% | +12.1% | $109B | |
| 3 | VYM | High Dividend YieldReadDesk | 0.04% | 2.3% | +12.8% | +12.8% | $78.9B | |
| 4 | DGRO | Core Dividend GrowthReadDesk | 0.08% | 1.9% | +16.6% | +16.6% | $44.7B | |
| 5 | CGDV | Capital Group Dividend ValueReadDesk | 0.33% | 1.3% | +9.6% | +9.6% | $37.9B | |
| 6 | RDVY | First Trust Rising Dividend AchieversReadDesk | 0.47% | 0.9% | +12.6% | +12.6% | $26.1B | |
| 7 | DVY | Select DividendReadDesk | 0.38% | 3.3% | +16.1% | +16.1% | $23.3B | |
| 8 | SDY | State Street SPDR S&P DividendReadDesk | 0.35% | 2.3% | +17.8% | +17.8% | $22.8B | |
| 9 | VYMI | International High Dividend YieldReadDesk | 0.07% | 3.7% | +14.8% | +14.8% | $21.4B | |
| 10 | BINC | Flexible Income ActiveReadDesk | 0.52% | 6.0% | +0.6% | +0.6% | $17.1B | |
| 11 | DGRW | WisdomTree U.S. Quality Dividend GrowthReadDesk | 0.28% | 1.3% | +8.8% | +8.8% | $16.9B | |
| 12 | HDV | Core High DividendReadDesk | 0.08% | 3.2% | +28.0% | +28.0% | $16.2B | |
| 13 | QQQI | NEOS Nasdaq-100 High IncomeReadDesk | 0.68% | 15.4% | +3.3% | +3.3% | $14.1B | |
| 14 | SPYI | Neos S&P 500(R) High IncomeReadDesk | 0.68% | 12.3% | +7.9% | +7.9% | $12.2B | |
| 15 | NOBL | ProShares - S&P 500 Dividend AristocratsReadDesk | 0.35% | 2.0% | +16.6% | +16.6% | $12.1B | |
| 16 | JPIE | JPMorgan IncomeReadDesk | 0.40% | 5.7% | +2.2% | +2.2% | $11.5B |
1–16 of 402Page 1 of 26
Dividend Stocks · current AUM · as of Nov 7, 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% | −0.7% | +31.4% | +37.0% | $120B | |
| 2 | VIG | Vanguard Dividend Appreciation ETFReadVersus | 0.04% | 1.5% | −0.4% | +12.1% | +14.3% | $109B | |
| 3 | VYM | Vanguard High Dividend Yield ETFReadVersus | 0.04% | 2.3% | −0.5% | +12.8% | +16.5% | $78.9B | |
| 4 | DGRO | iShares Core Dividend Growth ETFReadVersus | 0.08% | 1.9% | −0.6% | +16.6% | +20.3% | $44.7B | |
| 5 | CGDV | Capital Group Dividend Value ETFReadVersus | 0.33% | 1.3% | −0.1% | +9.6% | +12.9% | $37.9B | |
| 6 | MVFD | Monarch Volume Factor Dividend Tree ETFThis fund | 1.10% | 1.3% | −1.6% | +20.3% | +22.3% | $142M |
#26 of 324 this year · #375 cheapest of 402 · sorted by assetsOpen the Income table →
MVFD and its peer group · total return · as of Nov 7, 2026
Cards for This View
MVFD’s Top 10 Holdings
Today30.5%of MVFD sits in these 10
Monarch MVFD · weight in the fund · as of Nov 6, 2026
MVFD’s Holdings
TodayLW3.5%VRSK3.4%ADP3.2%TTEK3.0%SIRI3.0%RHI3.0%MORN2.9%ELV2.8%ACN2.8%SJM2.8%FDS2.8%RPRX2.7%EG2.7%MC2.7%OWL2.6%IBP2.6%AFL2.6%TRV2.6%AIZ2.5%KTB2.5%PRU2.5%20 more
TechnologyIndustrialsConsumer DefensiveConsumer CyclicalOther
Monarch MVFD · 42 holdings · tile size = share of the fund · as of Nov 6, 2026
MVFD vs Peer Average
YTDMVFDAvsBPeer average
1D−1.6%−0.1%
1M+7.6%−0.8%
3M+7.5%−2.9%
YTD+20.3%+8.4%
1Y+22.3%+11.3%
3Y[…]+57.1%
5Y[…]+48.7%
4–1MVFD wins
401 Dividend stocks peers · each row scaled to its leader