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MDPL vs CGDG

Monarch Dividend Plus ETF vs Capital Group Dividend Growers ETF

MDPL

Monarch Dividend Plus ETF

Monarch Funds

Annual cost

1.24%

Fund size

$62M

CGDG

Capital Group Dividend Growers ETF

Capital Group

Annual cost

0.47%

Fund size

$4.9B

Key differences

  • CGDG costs 0.77% less per year.
  • CGDG is significantly larger than MDPL — larger funds tend to be more liquid and less likely to close.
  • MDPL covers north america markets; CGDG covers global.
  • MDPL follows a index tracking strategy; CGDG uses active selection.

Side-by-side comparison

MDPLCGDG
Annual cost (TER)1.24%0.47%
Fund size (AUM)$62M$4.9B
Since20242023
Dividend yield1.30%1.88%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+4.5%+18.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.13%10.69%
Max drawdown-14.21%-10.52%

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

Similar to MDPL and CGDG