MVFDvsSYLDETF Comparison
Monarch Volume Factor Dividend Tree Index ETF (MVFD) belongs to the Multi-Asset: Other segment. Cambria Shareholder Yield ETF (SYLD) is part of the US Multi-Factor segment. MVFD's top 3 sector exposures are Energy, Industrials and Materials. In contrast, SYLD's top sector exposures are Consumer Discretionary, Financials and Energy. MVFD is more expensive with a Total Expense Ratio (TER) of 1.19%, versus 0.59% for SYLD. MVFD is up 6.37% year-to-date (YTD) with +$24M in YTD flows. SYLD performs better with 13.44% YTD performance, and -$21M in YTD flows. Run a side-by-side ETF comparison of MVFD and SYLD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
MVFD vs SYLD performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MVFD SYLD | -2.74%+1.00% | +3.07%+6.40% | +6.37%+13.44% | +19.22%+25.41% | n/a+40.89% | n/a+39.78% |
| Flows | MVFD SYLD | +$4M+$2M | +$12M-$25M | +$24M-$21M | +$31M-$196M | --$33M | -+$393M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MVFD SYLD | +13.29%+12.06% | +15.22%+15.63% | n/a+17.56% | n/a+20.56% |
| Max drawdown | MVFD SYLD | -3.90%-3.20% | -8.91%-7.03% | n/a-26.51% | n/a-26.51% |
| Max drawdown duration | MVFD SYLD | 3d41d | 129d64d | n/a431d | n/a431d |
MVFD | SYLD | |
Last sale 6/17/2026 at 7:07 PM | $29.84 | $78.44 |
| Previous close 06/17/2026 | $30.34 | $79.60 |
| Consolidated volume 06/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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MVFD | SYLD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
MVFD | SYLD | |
|---|---|---|
| Last price | $29.84 | $78.44 |
| 1D performance | -1.65% | -1.46% |
| AuM | $111.30 M | $927.93 M |
| E/R | 1.19% | 0.59% |
MVFD | SYLD | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Monarch Fund | Cambria |
| Benchmark | Monarch Volume Factor Dividend Tree Index | - |
| N° of holdings | 40 | 99 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 6, 2024 | May 14, 2013 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
