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MDPL vs DIVB

Monarch Dividend Plus ETF vs iShares Core Dividend ETF

MDPL

Monarch Dividend Plus ETF

Monarch Funds

Annual cost

1.24%

Fund size

$62M

DIVB

iShares Core Dividend ETF

iShares

Annual cost

0.05%

Fund size

$1.4B

Key differences

  • DIVB costs 1.19% less per year.
  • DIVB is significantly larger than MDPL — larger funds tend to be more liquid and less likely to close.
  • DIVB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MDPLDIVB
Annual cost (TER)1.24%0.05%
Fund size (AUM)$62M$1.4B
Since20242017
Dividend yield1.30%2.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+29.5%
CAGR 3YN/A+22.0%
CAGR 5YN/A+12.0%
Sharpe 3YN/A1.30
Volatility 1Y15.13%11.34%
Max drawdown-14.21%-36.93%

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

Similar to MDPL and DIVB