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MVFDvsSYLDETF Comparison

ETF 1

MVFD

Monarch Volume Factor Dividend Tree Index ETF

This fund is part of

Multi-Asset: Other

+0.25%

Full MVFD fund page

VS

ETF 2

SYLD

Cambria Shareholder Yield ETF

This fund is part of

US Multi-Factor

+0.52%

Full SYLD fund page

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 Financials, Consumer Discretionary and Industrials. In contrast, SYLD's top sector exposures are Consumer Discretionary, Energy and Financials. MVFD is more expensive with a Total Expense Ratio (TER) of 1.19%, versus 0.59% for SYLD. MVFD is up 7.65% year-to-date (YTD) with +$17M in YTD flows. SYLD performs better with 13.43% YTD performance, and -$4M 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.

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MVFD vs SYLD performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/24/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	MVFD SYLD	+2.42%+5.14%	+0.42%+7.47%	+7.65%+13.43%	+25.80%+32.81%	n/a+41.62%	n/a+41.49%
Flows	MVFD SYLD	+$4M-$4M	+$15M+$130K	+$17M-$4M	+$25M-$219M	--$18M	-+$482M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	MVFD SYLD	+14.67%+13.91%	+15.81%+16.46%	n/a+18.06%	n/a+20.83%
Max drawdown	MVFD SYLD	-8.91%-7.03%	-8.91%-7.03%	n/a-26.51%	n/a-26.51%
Max drawdown duration	MVFD SYLD	75d64d	75d64d	n/a431d	n/a431d

Trading data

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	MVFD	SYLD
Last sale 4/27/2026 at 1:30 PM	$30.35	$78.87
Previous close 04/24/2026	$30.20	$78.39
Consolidated volume 04/24/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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SYLD

is actively managed and doesn’t replicate an index

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	MVFD	SYLD
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/27/2026 at 1:30 PM

Live

Closed

	MVFD	SYLD
Last price	$30.35	$78.87
1D performance	+0.51%	+0.61%
AuM	$105.70 M	$945.47 M
E/R	1.19%	0.59%

Characteristics

	MVFD	SYLD
Management strategy	Passive	Active
Provider	Monarch Fund	Cambria
Benchmark	Monarch Volume Factor Dividend Tree Index	-
N° of holdings	39	99
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	March 6, 2024	May 14, 2013
ESG	No	No

More MVFD data on Trackinsight

More SYLD data on Trackinsight

Exposure

Countries

MVFD

USA

88.41%

Other

11.59%

SYLD

USA

97.56%

Other

2.44%

Sectors

MVFD

Financials

22.82%

Consumer Discreti.

21.15%

Industrials

20.79%

Information Techn.

13.24%

Energy

10.96%

Other

11.04%

SYLD

Consumer Discreti.

24.49%

Energy

18.52%

Financials

17.7%

Materials

9.41%

Other

29.88%

Diversification

MVFD

Total weight of top 15 holdings out of 15

47%

SYLD

Total weight of top 15 holdings out of 15

15.88%

Top 15 holdings

Data as of March 31, 2026

MVFD

KULICKE AND SOFFA INDUSTRIES

4.14%

APA CORPORATION

3.97%

INTERNATIONAL SEAWAYS

3.72%

CLEAR SECURE

3.67%

HALLIBURTON

3.27%

DELL TECHNOLOGIES INC

3.18%

ENERSYS

3.14%

RUSH ENTERPRISES

2.85%

BRISTOL-MYERS SQUIBB

2.84%

SNAP ON

2.83%

DUPONT DE NEMOURS INC

2.77%

JANUS HENDERSON GROUP PLC

2.77%

WINMARK

2.66%

MUELLER INDUSTRIES

2.66%

WILLIS TOWERS WATSON

2.55%

SYLD

LYONDELLBASELL INDUSTRIES

1.08%

CF INDUSTRIES HOLDINGS

1.08%

APA CORPORATION

1.07%

DOW INC

1.07%

MANPOWERGROUP

1.07%

TIDEWATER

1.06%

EOG RESOURCES

1.06%

VALERO ENERGY

1.05%

EXXON

1.05%

TYSON FOODS

1.05%

THE KRAFT HEINZ COMPANY

1.05%

MURPHY OIL

1.05%

HUNTSMAN

1.05%

CABOT

1.05%

MOLSON COORS BREWING NONVTG

1.04%

Frequently asked questions about MVFD and SYLD

How have the MVFD and SYLD ETFs performed in 2026?

As of April 24, 2026, MVFD is up 7.65% year-to-date (YTD), while SYLD has returned 13.43%. That puts SYLD better performer ahead so far this year.

Which ETF is attracting more investor money: MVFD or SYLD?

Year-to-date, the MVFD ETF saw +$17M in flows, compared to -$4M for SYLD.

Which ETF is more volatile: MVFD or SYLD?

Over the past year, MVFD had a volatility of 15.81%, while SYLD experienced 16.46%.

Which ETF is bigger: MVFD or SYLD?

As of April 24, 2026, MVFD holds $105.70 M in assets under management (AUM), while SYLD manages $945.47 M.

What sectors do the MVFD and SYLD ETFs invest in?

MVFD leans toward sectors like Financials, Consumer Discretionary and Industrials. Meanwhile, SYLD focuses on Consumer Discretionary, Energy and Financials.

What are the top holdings of the MVFD ETF and SYLD ETF?

MVFD top holdings include KULICKE AND SOFFA INDUSTRIES, APA CORPORATION and INTERNATIONAL SEAWAYS. SYLD holds in its top three: LYONDELLBASELL INDUSTRIES, CF INDUSTRIES HOLDINGS and APA CORPORATION.

MVFDvsSYLDETF Comparison

Monarch Volume Factor Dividend Tree Index ETF

Cambria Shareholder Yield ETF

MVFD vs SYLD performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the MVFD and SYLD ETFs performed in 2026?

As of April 24, 2026, MVFD is up 7.65% year-to-date (YTD), while SYLD has returned 13.43%. That puts SYLD better performer ahead so far this year.

Which ETF is attracting more investor money: MVFD or SYLD?

Year-to-date, the MVFD ETF saw +$17M in flows, compared to -$4M for SYLD.

Which ETF is more volatile: MVFD or SYLD?

Over the past year, MVFD had a volatility of 15.81%, while SYLD experienced 16.46%.

Which ETF is bigger: MVFD or SYLD?

As of April 24, 2026, MVFD holds $105.70 M in assets under management (AUM), while SYLD manages $945.47 M.

What sectors do the MVFD and SYLD ETFs invest in?

MVFD leans toward sectors like Financials, Consumer Discretionary and Industrials. Meanwhile, SYLD focuses on Consumer Discretionary, Energy and Financials.

What are the top holdings of the MVFD ETF and SYLD ETF?

MVFD top holdings include KULICKE AND SOFFA INDUSTRIES, APA CORPORATION and INTERNATIONAL SEAWAYS. SYLD holds in its top three: LYONDELLBASELL INDUSTRIES, CF INDUSTRIES HOLDINGS and APA CORPORATION.

Which ETF is more diversified: MVFD or SYLD?

MVFD holds 39 securities with 47% of its assets in the top 15. SYLD has 100 securities and a top 15 weight of 15.88%.

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