MVFG vs VYM
Monarch Volume Factor Global Unconstrained Index ETF vs Vanguard High Dividend Yield ETF
Which is better, MVFG or VYM?
VYM has been ahead.
VYM has a lower expense ratio. VYM led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | MVFG | VYM |
|---|---|---|
| Expense Ratio | 1.41% | 0.04%Best |
| AUM | $184M | $81.6B |
| Dividend Yield | 1.51% | 2.22% |
| Holdings | 27 | 613 |
| YTD Return | +7.03% | +10.23%Best |
| 1Y Return | +11.52% | +14.28%Best |
| 3Y Return (annualized) | - | +17.50% |
| 5Y Return (annualized) | - | +11.60% |
| Volatility (annualized) | 12.9% | 10.6%Best |
| Max Drawdown | -15.3% | -14.5%Best |
| $10,000 over 2.5 years | $13,977 | $14,229Best |
| Fund Family | Monarch Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Feb 12, 2024 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 7, 2024 to Sep 23, 2026 (2.5 years).
MVFG vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.5 years both funds cover.
MVFG vs VYM Performance
Monarch Volume Factor Global Unconstrained Index ETF (MVFG) is an ETF from Monarch Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year MVFG returned +11.52% while VYM returned +14.28%. Year to date, MVFG is up 7.03% versus a gain of 10.23% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MVFG has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 10.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.3% for MVFG and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
MVFG charges 1.41% per year while VYM charges 0.04%. On a $10,000 position that is $141 vs $4 annually, a gap of $137 per year that compounds over a long holding period. On income, MVFG currently yields 1.51% against 2.22% for VYM.
Holdings Overlap
At least 0.1% of VYM's money is in holdings MVFG also owns.
Stated as a floor: for MVFG, our book for it covers 92.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
The two holdings books were reported 122 days apart, MVFG as of Mar 31, 2026 and VYM as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
1 positions in common, counted across the 23 positions we hold weights for in MVFG and 557 in VYM, against full books of 27 and 613.
Top Shared Holdings
| Stock | Weight in MVFG | Weight in VYM | Difference |
|---|---|---|---|
| FNFFidelity Nationa | 3.91% | 0.05% | 3.86% |
You are not choosing between two funds in isolation.
Whichever of MVFG and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MVFG or VYM?
MVFG has an expense ratio of 1.41% while VYM charges 0.04%. VYM is the cheaper option, by $137 a year on a $10,000 investment.
Which performed better, MVFG or VYM?
Over the past year MVFG returned +11.52% vs +14.28% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MVFG or VYM?
MVFG has been the more volatile fund at 12.9% annualized versus 10.6% for VYM. Worst drawdown: MVFG -15.3% vs VYM -14.5%.
Should I hold both MVFG and VYM?
MVFG and VYM have a monthly-return correlation of 0.64, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, MVFG or VYM?
MVFG yields 1.51% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than MVFG?
VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.