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MDPL vs DGRO

Monarch Dividend Plus ETF vs iShares Core Dividend Growth ETF

MDPL

Monarch Dividend Plus ETF

Monarch Funds

Annual cost

1.24%

Fund size

$62M

DGRO

iShares Core Dividend Growth ETF

iShares

Annual cost

0.08%

Fund size

$39.6B

Key differences

  • DGRO costs 1.16% less per year.
  • DGRO is significantly larger than MDPL — larger funds tend to be more liquid and less likely to close.
  • DGRO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MDPLDGRO
Annual cost (TER)1.24%0.08%
Fund size (AUM)$62M$39.6B
Since20242014
Dividend yield1.30%2.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+24.3%
CAGR 3YN/A+17.2%
CAGR 5YN/A+10.6%
Sharpe 3YN/A1.11
Volatility 1Y15.13%9.59%
Max drawdown-14.21%-35.10%

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

Similar to MDPL and DGRO