Monarch Volume Factor Dividend Tree ETF (MVFD) belongs to the Diversified Portfolio category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with MVFD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MVFD
MVFD charges 1.19% annually. There are 63 ETFs in the Diversified Portfolio category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Simplify US Equity PLUS Managed Futures Strategy E... | 0.10% | 167.39M | Dec 2025 | MVFD vs CTAP | |
| iShares Core 30/70 Conservative Allocation ETF | 0.15% | 809.63M | Nov 2008 | MVFD vs AOK | |
| iShares Core 60/40 Balanced Allocation ETF | 0.15% | 3.67B | Nov 2008 | MVFD vs AOR | |
| iShares Core 80/20 Aggressive Allocation ETF | 0.15% | 3.21B | Nov 2008 | MVFD vs AOA | |
| iShares ESG Aware Growth Allocation ETF | 0.18% | 32.94M | Jun 2020 | MVFD vs EAOR |
Best Risk-Adjusted Alternatives to MVFD
MVFD has a PortfoliosLab risk / return rank of 45. There are 46 ETFs in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Income Focus ETF | 89 | 1.65B | Jun 2023 | MVFD vs INCM | |
| Avantis Moderate Allocation ETF | 84 | 76.06M | Jun 2023 | MVFD vs AVMA | |
| Alpha Architect High Inflation And Deflation ETF | 82 | 100.05M | Nov 2022 | MVFD vs HIDE | |
| First Trust Multi-Asset Diversified Income Index F... | 82 | 424.55M | Aug 2012 | MVFD vs MDIV | |
| iShares Morningstar Multi-Asset Income ETF | 81 | 124.92M | Apr 2012 | MVFD vs IYLD |
Top Performing MVFD Alternatives (YTD)
MVFD is at 8.54% YTD. There are 22 ETFs in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Adaptive Core ETF | 30.31% | 16.56M | Nov 2021 | MVFD vs RULE | |
| WisdomTree Emerging Markets Efficient Core Fund | 20.86% | 55.78M | May 2021 | MVFD vs NTSE | |
| STF Tactical Growth ETF | 15.56% | 41.36M | May 2022 | MVFD vs TUG | |
| STF Tactical Growth & Income ETF | 15.27% | 76.94M | May 2022 | MVFD vs TUGN | |
| Myriad Dynamic Asset Allocation ETF | 15.21% | 444.94M | Oct 2025 | MVFD vs MDAA |
Lowest Volatility Alternatives to MVFD
MVFD has 15.01% 1-year volatility. There are 61 ETFs in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FlexShares Real Assets Allocation Index Fund | 0.00% | 7.49M | Nov 2015 | MVFD vs ASET | |
| Prospera Income ETF | 2.86% | 2.20M | Sep 2025 | MVFD vs THRV | |
| First Trust High Income Strategic Focus ETF | 3.31% | 99.40M | Aug 2014 | MVFD vs HISF | |
| Mindful Conservative ETF | 4.26% | 26.13M | Nov 2021 | MVFD vs MFUL | |
| Brookstone Yield ETF | 4.51% | 44.82M | Sep 2023 | MVFD vs BAMY |
Lowest Drawdown Alternatives to MVFD
MVFD has a 1-year max drawdown of -9.08%. There are 53 ETFs in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -2.48%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Brookstone Yield ETF | -2.48% | 44.82M | Sep 2023 | MVFD vs BAMY | |
| First Trust High Income Strategic Focus ETF | -2.90% | 99.40M | Aug 2014 | MVFD vs HISF | |
| Franklin Income Focus ETF | -3.19% | 1.65B | Jun 2023 | MVFD vs INCM | |
| Alpha Architect High Inflation And Deflation ETF | -3.31% | 100.05M | Nov 2022 | MVFD vs HIDE | |
| Mindful Conservative ETF | -3.36% | 26.13M | Nov 2021 | MVFD vs MFUL |
Other ETFs from Monarch
The 2 most viewed Monarch ETFs shown here include MAMB, MPRO and span 2 categories. AUM among these funds goes as high as $262M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Monarch Ambassador Income ETF | Intermediate Core-Plus Bond | 39 | 0.67% | 187.26M | Mar 2021 | MVFD vs MAMB | |
| Monarch ProCap ETF | Diversified Portfolio | 70 | 7.54% | 261.92M | Mar 2021 | MVFD vs MPRO |
Often Compared With MVFD
Investors most often compare MVFD with SPLS, DRAI, EAOK. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare MVFD with Any Fund or Stock
Compare MVFD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MVFD with funds that move differently
Monarch Volume Factor Dividend Tree ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MVFD.
Explore MVFD Diversifiers