Screener
MDPL vs PY
Monarch Dividend Plus ETF vs Principal Value ETF
Key differences
- PY costs 1.09% less per year.
- PY is significantly larger than MDPL — larger funds tend to be more liquid and less likely to close.
- MDPL follows a index tracking strategy; PY uses active selection.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDPL | PY | |
|---|---|---|
| Annual cost (TER) | 1.24% | 0.15% |
| Fund size (AUM) | $62M | $212M |
| Since | 2024 | 2016 |
| Dividend yield | 1.30% | 2.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.5% | +17.0% |
| CAGR 3Y | N/A | +13.8% |
| CAGR 5Y | N/A | +7.5% |
| Sharpe 3Y | N/A | 0.75 |
| Volatility 1Y | 15.13% | 10.74% |
| Max drawdown | -14.21% | -45.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MDPL and PY
Explore further