SCHD vs MVFD
YTDYear to date
SCHD wins+10.5 pts
Past year
SCHD wins+15.1 pts
Fee
SCHD winslower fee
Yield
SCHD wins+1.6 pts
AUM
SCHD855.1× more
4–0SCHD wins
SCHD and MVFD · year-to-date · as of Nov 5, 2026 · AUM not scored
MVFD vs S&P 500
MAX$34.80 · +3.3% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return+3.3%+12.8%+13.8%+24.8%+26.5%——+44.5%
Peer average+1.3%+1.1%−0.2%+11.0%+13.9%+63.0%+52.8%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Monarch MVFD and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
MVFD’s Holdings
TodayLW3.5%VRSK3.2%ADP3.1%RHI3.1%TTEK3.0%SIRI2.8%MORN2.8%ELV2.8%ACN2.7%OWL2.7%FDS2.7%MC2.7%SJM2.7%RPRX2.7%EG2.7%DK2.6%AFL2.5%TRV2.5%IBP2.5%AIZ2.5%KTB2.5%PAYC2.5%20 more
EnergyTechnologyIndustrialsConsumer DefensiveConsumer CyclicalOther
Monarch MVFD · 42 holdings · tile size = share of the fund · as of Nov 4, 2026
All 402 Dividend Stocks ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | U.S. Dividend EquityReadDesk | 0.06% | 2.9% | +35.3% | +35.3% | $121B | |
| 2 | VIG | Dividend AppreciationReadDesk | 0.04% | 1.4% | +16.4% | +16.4% | $109B | |
| 3 | VYM | High Dividend YieldReadDesk | 0.04% | 2.2% | +17.2% | +17.2% | $78.9B | |
| 4 | DGRO | Core Dividend GrowthReadDesk | 0.08% | 1.8% | +20.6% | +20.6% | $45.1B | |
| 5 | CGDV | Capital Group Dividend ValueReadDesk | 0.33% | 1.2% | +14.6% | +14.6% | $38.8B | |
| 6 | RDVY | First Trust Rising Dividend AchieversReadDesk | 0.47% | 0.8% | +17.5% | +17.5% | $25.7B | |
| 7 | DVY | Select DividendReadDesk | 0.38% | 3.3% | +19.0% | +19.0% | $23.6B | |
| 8 | SDY | State Street SPDR S&P DividendReadDesk | 0.35% | 2.3% | +20.8% | +20.8% | $22.6B | |
| 9 | VYMI | International High Dividend YieldReadDesk | 0.07% | 3.6% | +18.1% | +18.1% | $21.4B | |
| 10 | DGRW | WisdomTree U.S. Quality Dividend GrowthReadDesk | 0.28% | 1.2% | +13.0% | +13.0% | $16.9B | |
| 11 | BINC | Flexible Income ActiveReadDesk | 0.52% | 6.0% | +0.5% | +0.5% | $16.8B | |
| 12 | HDV | Core High DividendReadDesk | 0.08% | 3.1% | +31.0% | +31.0% | $16.2B | |
| 13 | QQQI | NEOS Nasdaq-100 High IncomeReadDesk | 0.68% | 14.7% | +8.2% | +8.2% | $14.7B | |
| 14 | SPYI | Neos S&P 500(R) High IncomeReadDesk | 0.68% | 11.9% | +11.5% | +11.5% | $12.4B | |
| 15 | NOBL | ProShares - S&P 500 Dividend AristocratsReadDesk | 0.35% | 1.9% | +19.6% | +19.6% | $12.0B | |
| 16 | PFF | Preferred and Income SecuritiesReadDesk | 0.45% | 5.7% | −2.9% | −2.9% | $11.6B |
1–16 of 402Page 1 of 26
Dividend Stocks · current AUM · as of Nov 5, 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% | 2.9% | +1.9% | +35.3% | +41.6% | $121B | |
| 2 | VIG | Vanguard Dividend Appreciation ETFReadVersus | 0.04% | 1.4% | +2.1% | +16.4% | +18.9% | $109B | |
| 3 | VYM | Vanguard High Dividend Yield ETFReadVersus | 0.04% | 2.2% | +1.2% | +17.2% | +21.2% | $78.9B | |
| 4 | DGRO | iShares Core Dividend Growth ETFReadVersus | 0.08% | 1.8% | +2.2% | +20.6% | +24.5% | $45.1B | |
| 5 | CGDV | Capital Group Dividend Value ETFReadVersus | 0.33% | 1.2% | +1.4% | +14.6% | +17.5% | $38.8B | |
| 6 | MVFD | Monarch Volume Factor Dividend Tree ETFThis fund | 1.10% | 1.3% | +3.3% | +24.8% | +26.5% | $142M |
#21 of 324 this year · #375 cheapest of 402 · sorted by assetsOpen the Income table →
MVFD and its peer group · total return · as of Nov 5, 2026
Cards for This View
MVFD’s Top 10 Holdings
Today29.7%of MVFD sits in these 10
Monarch MVFD · weight in the fund · as of Nov 4, 2026
MVFD’s Holdings
TodayLW3.5%VRSK3.2%ADP3.1%RHI3.1%TTEK3.0%SIRI2.8%MORN2.8%ELV2.8%ACN2.7%OWL2.7%FDS2.7%MC2.7%SJM2.7%RPRX2.7%EG2.7%DK2.6%AFL2.5%TRV2.5%IBP2.5%AIZ2.5%KTB2.5%PAYC2.5%20 more
EnergyTechnologyIndustrialsConsumer DefensiveConsumer CyclicalOther
Monarch MVFD · 42 holdings · tile size = share of the fund · as of Nov 4, 2026
MVFD vs Peer Average
YTDMVFDAvsBPeer average
1D+3.3%+1.3%
1M+12.8%+1.1%
3M+13.8%−0.2%
YTD+24.8%+11.0%
1Y+26.5%+13.9%
3Y[…]+63.0%
5Y[…]+52.8%
5–0MVFD wins
401 Dividend stocks peers · each row scaled to its leader