MVFD vs SPYC
Comparison between MONARCH VOLUME FACTOR DIVIDEND TREE INDEX ETF (MVFD, ETF) and SIMPLIFY US EQUITY PLUS CONVEXITY ETF (SPYC, ETF).
MVFD vs SPYC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MVFD
$112M
SPYC
$112M
Expense Ratio
MVFD
1.10%
Winner
SPYC
0.53%
Max Drawdown
Winner
MVFD
19.59%
SPYC
29.33%
Sharpe Ratio
Winner
MVFD
1.01
SPYC
0.45
5Y Beta
Winner
MVFD
0.78
SPYC
1.23
5Y Dividends CAGR
MVFD
N/A
SPYC
35.89%
MVFD vs SPYC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MVFD
+3.01%
SPYC
-0.38%
3M
MVFD
+1.83%
Winner
SPYC
+4.20%
6M
MVFD
+2.66%
Winner
SPYC
+4.93%
1Y
Winner
MVFD
+18.37%
SPYC
+8.94%
5Y(CAGR)
MVFD
N/A
SPYC
+8.38%
Max(CAGR)
MVFD
+10.74%
Winner
SPYC
+11.83%
MVFD vs SPYC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | MVFD | SPYC |
|---|---|---|
| 2026 | +7.71% | +5.00% |
| 2025 | +10.12% | +16.03% |
| 2024 | +5.21% | +23.46% |
| 2023 | N/A | +24.21% |
| 2022 | N/A | -25.63% |
| 2021 | N/A | +31.23% |
| 2020 | N/A | +9.10% |
MVFD vs SPYC Drawdown Comparison
The maximum drawdown for MVFD was -19.07%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The maximum drawdown for SPYC was -28.51%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.
The current MVFD drawdown is -1.38%. The current SPYC drawdown is -3.39%.
| Rank | MVFD | SPYC |
|---|---|---|
| #1 | -19.07% Nov 25, 2024 - Oct 24, 2025 | -28.51% Dec 27, 2021 - Mar 1, 2024 |
| #2 | -9.08% Feb 6, 2026 - Mar 20, 2026 | -22.81% Dec 4, 2024 - May 16, 2025 |
| #3 | -6.45% Mar 28, 2024 - Jul 31, 2024 | -13.47% Oct 28, 2025 - May 6, 2026 |
| #4 | -6.34% Jul 31, 2024 - Aug 26, 2024 | -11.39% Jul 16, 2024 - Nov 6, 2024 |
| #5 | -5.62% Nov 12, 2025 - Nov 26, 2025 | -7.96% Oct 12, 2020 - Nov 9, 2020 |
| #6 | -4.64% Dec 11, 2025 - Jan 6, 2026 | -7.24% Mar 28, 2024 - May 15, 2024 |
| #7 | -3.78% Aug 30, 2024 - Sep 23, 2024 | -6.09% Sep 3, 2021 - Oct 25, 2021 |
| #8 | -2.88% Nov 11, 2024 - Nov 25, 2024 | -5.73% Jul 3, 2025 - Sep 11, 2025 |
| #9 | -2.71% Oct 16, 2024 - Nov 6, 2024 | -5.71% Sep 4, 2020 - Oct 7, 2020 |
| #10 | -2.42% Oct 4, 2024 - Oct 16, 2024 | -5.09% Feb 17, 2021 - Mar 15, 2021 |
| #11 | -1.75% Jan 21, 2026 - Feb 4, 2026 | -4.91% Apr 27, 2021 - Jun 28, 2021 |
| #12 | -1.61% Oct 27, 2025 - Nov 10, 2025 | -4.52% Jun 1, 2026 - Jun 15, 2026 |
| #13 | -1.51% Jan 15, 2026 - Jan 21, 2026 | -4.46% May 19, 2025 - Jun 26, 2025 |
| #14 | -1.24% Mar 21, 2024 - Mar 27, 2024 | -4.25% Nov 18, 2021 - Dec 10, 2021 |
| #15 | -0.88% Mar 13, 2024 - Mar 19, 2024 | -4.22% Dec 10, 2021 - Dec 23, 2021 |
Correlation
Correlation between MVFD and SPYC is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2020 - 2026)
MVFD vs SPYC dividend yield comparison.
| Year | MVFD | SPYC |
|---|---|---|
| 2026 | 0.80% | 0.45% |
| 2025 | 1.34% | 0.89% |
| 2024 | 1.38% | 1.02% |
| 2023 | 0.00% | 1.76% |
| 2022 | 0.00% | 1.34% |
| 2021 | 0.00% | 1.01% |
| 2020 | 0.00% | 0.40% |
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