HYGW vs MVFD
Comparison between ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF (HYGW, ETF) and MONARCH VOLUME FACTOR DIVIDEND TREE INDEX ETF (MVFD, ETF).
HYGW vs MVFD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HYGW
$108M
Winner
MVFD
$108M
Expense Ratio
Winner
HYGW
0.69%
MVFD
1.19%
Max Drawdown
HYGW
27.75%
Winner
MVFD
19.59%
Sharpe Ratio
HYGW
0.87
Winner
MVFD
1.10
5Y Beta
Winner
HYGW
0.16
MVFD
0.80
HYGW vs MVFD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HYGW
+0.24%
MVFD
-2.24%
3M
Winner
HYGW
+1.07%
MVFD
+0.52%
6M
HYGW
+2.01%
Winner
MVFD
+4.85%
1Y
HYGW
+6.26%
Winner
MVFD
+21.20%
Max(CAGR)
HYGW
+5.74%
Winner
MVFD
+10.07%
HYGW vs MVFD - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | HYGW | MVFD |
|---|---|---|
| 2026 | +1.44% | +4.83% |
| 2025 | +6.12% | +10.12% |
| 2024 | +7.01% | +5.21% |
| 2023 | +7.10% | N/A |
| 2022 | -0.15% | N/A |
HYGW vs MVFD Drawdown Comparison
The maximum drawdown for HYGW was -5.49%, occurring on Sep 27, 2022. Recovery took 92 trading sessions.
The maximum drawdown for MVFD was -19.07%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The current HYGW drawdown is -0.42%. The current MVFD drawdown is -4.02%.
| Rank | HYGW | MVFD |
|---|---|---|
| #1 | -5.49% Aug 25, 2022 - Jan 6, 2023 | -19.07% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -3.65% Jul 31, 2023 - Jan 8, 2024 | -9.08% Feb 6, 2026 - Mar 20, 2026 |
| #3 | -3.41% Feb 28, 2025 - Jun 2, 2025 | -6.45% Mar 28, 2024 - Jul 31, 2024 |
| #4 | -2.90% Feb 2, 2023 - Apr 21, 2023 | -6.34% Jul 31, 2024 - Aug 26, 2024 |
| #5 | -1.82% Feb 19, 2026 - May 1, 2026 | -5.62% Nov 12, 2025 - Nov 26, 2025 |
| #6 | -1.33% Apr 8, 2024 - May 21, 2024 | -4.64% Dec 11, 2025 - Jan 6, 2026 |
| #7 | -0.93% Dec 17, 2024 - Jan 30, 2025 | -3.78% Aug 30, 2024 - Sep 23, 2024 |
| #8 | -0.92% Aug 1, 2024 - Aug 9, 2024 | -2.88% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -0.92% Jun 30, 2023 - Jul 12, 2023 | -2.71% Oct 16, 2024 - Nov 6, 2024 |
| #10 | -0.90% Oct 1, 2025 - Oct 15, 2025 | -2.42% Oct 4, 2024 - Oct 16, 2024 |
| #11 | -0.90% May 10, 2023 - Jun 2, 2023 | -1.75% Jan 21, 2026 - Feb 4, 2026 |
| #12 | -0.86% Nov 8, 2024 - Dec 5, 2024 | -1.61% Oct 27, 2025 - Nov 10, 2025 |
| #13 | -0.68% Nov 11, 2025 - Nov 28, 2025 | -1.51% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -0.68% Jul 26, 2023 - Jul 31, 2023 | -1.24% Mar 21, 2024 - Mar 27, 2024 |
| #15 | -0.66% Jun 15, 2023 - Jun 28, 2023 | -0.88% Mar 13, 2024 - Mar 19, 2024 |
Correlation
Correlation between HYGW and MVFD is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2022 - 2026)
HYGW vs MVFD dividend yield comparison.
| Year | HYGW | MVFD |
|---|---|---|
| 2026 | 4.99% | 0.44% |
| 2025 | 12.53% | 1.34% |
| 2024 | 12.30% | 1.38% |
| 2023 | 15.98% | 0.00% |
| 2022 | 8.71% | 0.00% |
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