Screener
MDPL vs CGDV
Monarch Dividend Plus ETF vs Capital Group Dividend Value ETF
Key differences
- CGDV costs 0.91% less per year.
- CGDV is significantly larger than MDPL — larger funds tend to be more liquid and less likely to close.
- MDPL follows a index tracking strategy; CGDV uses active selection.
Side-by-side comparison
| MDPL | CGDV | |
|---|---|---|
| Annual cost (TER) | 1.24% | 0.33% |
| Fund size (AUM) | $62M | $33.0B |
| Since | 2024 | 2022 |
| Dividend yield | 1.30% | 1.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.5% | +33.0% |
| CAGR 3Y | N/A | +25.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.49 |
| Volatility 1Y | 15.13% | 11.75% |
| Max drawdown | -14.21% | -21.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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