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MDPL vs FIDI

Monarch Dividend Plus ETF vs Fidelity International High Dividend ETF

MDPL

Monarch Dividend Plus ETF

Monarch Funds

Annual cost

1.24%

Fund size

$62M

FIDI

Fidelity International High Dividend ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$318M

Key differences

  • FIDI costs 1.06% less per year.
  • FIDI is significantly larger than MDPL — larger funds tend to be more liquid and less likely to close.
  • MDPL covers north america markets; FIDI covers global.
  • FIDI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MDPLFIDI
Annual cost (TER)1.24%0.18%
Fund size (AUM)$62M$318M
Since20242018
Dividend yield1.30%4.10%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+28.0%
CAGR 3YN/A+19.1%
CAGR 5YN/A+10.7%
Sharpe 3YN/A1.10
Volatility 1Y15.13%11.65%
Max drawdown-14.21%-46.34%

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

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