Skip to content
Beacon
Screener

MDPL vs MVFD

Monarch Dividend Plus ETF vs Monarch Volume Factor Dividend Tree ETF

MDPL

Monarch Dividend Plus ETF

Monarch Funds

Annual cost

1.24%

Fund size

$62M

MVFD

Monarch Volume Factor Dividend Tree ETF

Monarch Funds

Annual cost

1.19%

Fund size

$108M

Key differences

  • MVFD costs 0.05% less per year.

Side-by-side comparison

MDPLMVFD
Annual cost (TER)1.24%1.19%
Fund size (AUM)$62M$108M
Since20242024
Dividend yield1.30%1.44%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+24.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.13%15.20%
Max drawdown-14.21%-19.07%

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

Similar to MDPL and MVFD