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MDPL vs CGIC

Monarch Dividend Plus ETF vs Capital Group International Core Equity ETF

MDPL

Monarch Dividend Plus ETF

Monarch Funds

Annual cost

1.24%

Fund size

$62M

CGIC

Capital Group International Core Equity ETF

Capital Group

Annual cost

0.54%

Fund size

$1.7B

Key differences

  • CGIC costs 0.70% less per year.
  • CGIC is significantly larger than MDPL — larger funds tend to be more liquid and less likely to close.
  • MDPL follows a index tracking strategy; CGIC uses active selection.

Side-by-side comparison

MDPLCGIC
Annual cost (TER)1.24%0.54%
Fund size (AUM)$62M$1.7B
Since20242024
Dividend yield1.30%1.38%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+4.5%+30.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.13%14.96%
Max drawdown-14.21%-13.10%

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

Similar to MDPL and CGIC