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MDPL vs BCHP

Monarch Dividend Plus ETF vs Principal Focused Blue Chip ETF

MDPL

Monarch Dividend Plus ETF

Monarch Funds

Annual cost

1.24%

Fund size

$62M

BCHP

Principal Focused Blue Chip ETF

Principal Funds

Annual cost

0.58%

Fund size

$223M

Key differences

  • BCHP costs 0.66% less per year.
  • BCHP is significantly larger than MDPL — larger funds tend to be more liquid and less likely to close.
  • MDPL covers north america markets; BCHP covers global.

Side-by-side comparison

MDPLBCHP
Annual cost (TER)1.24%0.58%
Fund size (AUM)$62M$223M
Since20242023
Dividend yield1.30%0.00%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+7.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.13%15.85%
Max drawdown-14.21%-18.56%

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

Similar to MDPL and BCHP