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MDPL vs DIVG

Monarch Dividend Plus ETF vs Invesco S&P 500 High Dividend Growers ETF

MDPL

Monarch Dividend Plus ETF

Monarch Funds

Annual cost

1.24%

Fund size

$62M

DIVG

Invesco S&P 500 High Dividend Growers ETF

Invesco

Annual cost

0.39%

Fund size

$10M

Key differences

  • DIVG costs 0.85% less per year.
  • MDPL is significantly larger than DIVG — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

MDPLDIVG
Annual cost (TER)1.24%0.39%
Fund size (AUM)$62M$10M
Since20242023
Dividend yield1.30%3.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+23.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.13%10.81%
Max drawdown-14.21%-14.94%

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

Similar to MDPL and DIVG