Screener
MDPL vs SPYD
Monarch Dividend Plus ETF vs State Street SPDR Portfolio S&P 500 High Dividend ETF
Key differences
- SPYD costs 1.17% less per year.
- SPYD is significantly larger than MDPL — larger funds tend to be more liquid and less likely to close.
- SPYD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDPL | SPYD | |
|---|---|---|
| Annual cost (TER) | 1.24% | 0.07% |
| Fund size (AUM) | $62M | $7.4B |
| Since | 2024 | 2015 |
| Dividend yield | 1.30% | 4.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.5% | +18.8% |
| CAGR 3Y | N/A | +14.8% |
| CAGR 5Y | N/A | +6.9% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 15.13% | 11.72% |
| Max drawdown | -14.21% | -46.42% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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