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MBCC vs MDPL

Monarch Blue Chips Core ETF vs Monarch Dividend Plus ETF

MBCC

Monarch Blue Chips Core ETF

Monarch Funds

Annual cost

1.14%

Fund size

$170M

MDPL

Monarch Dividend Plus ETF

Monarch Funds

Annual cost

1.24%

Fund size

$62M

Key differences

  • MBCC costs 0.10% less per year.

Side-by-side comparison

MBCCMDPL
Annual cost (TER)1.14%1.24%
Fund size (AUM)$170M$62M
Since20212024
Dividend yield0.35%1.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.8%+4.5%
CAGR 3Y+15.5%N/A
CAGR 5Y+8.5%N/A
Sharpe 3Y0.82N/A
Volatility 1Y12.14%15.13%
Max drawdown-30.62%-14.21%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MBCC and MDPL