Monarch ETFs: record by period

Monarch’s 1-Year Record

1Y

6 of 7 Made Money1 lostMonarch typical +14.1% · All ETFs +7.8%

Made money · 6

More than 30%0

20–30%3BestMSSS+28.9%

10–20%2

5–10%0

0–5%1

Lost money · 1

0–5%1WorstMBCE−2.8%

5–10%0

More than 10%0

Monarch ETFs · past-year returns · 7 funds with a full year · as of Nov 5, 2026

Monarch’s Returns by Bucket

1Y

BucketYTD1YMoney made

Unsorted3 funds · $606M+10.9%+12.3%$60.0M

Income3 funds · $403M+11.5%+13.7%$44.5M

International1 fund · $186M+13.8%+13.0%$21.4M

Monarch ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 5, 2026

Monarch’s Best ETFs

YTD

+27.0%MSSS, Select Subsector, led Monarch

1MSSSSelect Subsector+27.0%

2MVFDVolume Factor Dividend Tree+24.8%

3MDPLDividend Plus+16.7%

4MVFGVolume Factor Global Unconstrained+13.8%

5MPROProCap+12.1%

6MAMBAmbassador Income+0.4%

Monarch ETFs · year-to-date returns · as of Nov 5, 2026

Monarch’s Worst ETFs

YTD

−3.1%MBCE, Blue Chips Elite

1MBCEBlue Chips Elite−3.1%

Monarch ETFs · year-to-date returns · as of Nov 5, 2026

Monarch’s ETF Returns

YTD

6–1up · down this year
of 7 funds that traded Jan 1

Funds per 5-point band of YTD return (%).

Typical+13.8%

BestMSSS +27.0%

WorstMBCE −3.1%

Monarch ETFs · year-to-date returns · as of Nov 5, 2026

Top 7 Monarch ETFs

1Y

MSSS+28.9%

MVFD+26.5%

MDPL+23.7%

MPRO+14.1%

MVFG+13.0%

MAMB+1.4%

MBCE−2.8%

Best first · dashed line = Monarch typical +14.1%

Monarch ETFs · past-year returns · as of Nov 5, 2026

Monarch’s Money Made

1Y

$126Mmade by the 7 largest · 100% of $126M

Monarch ETFs · past-year money made · as of Nov 5, 2026 · estimate: AUM × return

Monarch’s Best and Worst ETFs

1Y

Best 5 of 7

MSSSSelect Subsector+28.9%

MVFDVolume Factor Dividend Tree+26.5%

MDPLDividend Plus+23.7%

MPROProCap+14.1%

MVFGVolume Factor Global Unconstrained+13.0%

Worst 2 of 7

MBCEBlue Chips Elite−2.8%

MAMBAmbassador Income+1.4%

End-of-day Nov 5, 2026 · funds with a full year

Monarch’s Record by Bucket

1Y

Unsorted2 of 3

Income3 of 3

International1 of 1

Monarch ETFs · past-year returns · as of Nov 5, 2026

Money Made by ETF Issuers

1Y

$1.66Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$488B

2iShares$435B

3SPDR$237B

4Invesco$102B

5Schwab$92.2B

End-of-day Nov 5, 2026

Monarch’s Losing ETFs

1Y

1fund lost money1 unsorted fund

FundCategoryPast year1Y ▲Assets

MBCEBlue Chips EliteUnsorted−2.8%$199M

Monarch ETFs · past-year returns · as of Nov 5, 2026 · worst first

Monarch’s Newest ETFs

1Y

0funds not in the record yet

A fund joins Win % and typical return once it has a full year of prices.

Monarch ETFs · launched in the past year · as of Nov 5, 2026

MMonarch

Record

Monarch