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MDPL vs MSSS

Monarch Dividend Plus ETF vs Monarch Select Subsector ETF

MDPL

Monarch Dividend Plus ETF

Monarch Funds

Annual cost

1.24%

Fund size

$62M

MSSS

Monarch Select Subsector ETF

Monarch Funds

Annual cost

1.43%

Fund size

$128M

Key differences

  • MDPL costs 0.19% less per year.

Side-by-side comparison

MDPLMSSS
Annual cost (TER)1.24%1.43%
Fund size (AUM)$62M$128M
Since20242024
Dividend yield1.30%0.36%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+23.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.13%13.19%
Max drawdown-14.21%-19.14%

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

Similar to MDPL and MSSS