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MDPL vs MBCC

Monarch Dividend Plus ETF vs Monarch Blue Chips Core ETF

MDPL

Monarch Dividend Plus ETF

Monarch Funds

Annual cost

1.24%

Fund size

$62M

MBCC

Monarch Blue Chips Core ETF

Monarch Funds

Annual cost

1.14%

Fund size

$170M

Key differences

  • MBCC costs 0.10% less per year.

Side-by-side comparison

MDPLMBCC
Annual cost (TER)1.24%1.14%
Fund size (AUM)$62M$170M
Since20242021
Dividend yield1.30%0.35%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+12.8%
CAGR 3YN/A+15.5%
CAGR 5YN/A+8.5%
Sharpe 3YN/A0.82
Volatility 1Y15.13%12.14%
Max drawdown-14.21%-30.62%

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

Similar to MDPL and MBCC