Screener
MDPL vs SPDV
Monarch Dividend Plus ETF vs AAM S&P 500 High Dividend Value ETF
Key differences
- SPDV costs 0.95% less per year.
- SPDV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDPL | SPDV | |
|---|---|---|
| Annual cost (TER) | 1.24% | 0.29% |
| Fund size (AUM) | $62M | $90M |
| Since | 2024 | 2017 |
| Dividend yield | 1.30% | 3.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.5% | +29.3% |
| CAGR 3Y | N/A | +17.2% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | N/A | 0.91 |
| Volatility 1Y | 15.13% | 12.31% |
| Max drawdown | -14.21% | -43.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MDPL and SPDV
Explore further