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MDPL vs VOO

Monarch Dividend Plus ETF vs Vanguard S&P 500 ETF

MDPL

Monarch Dividend Plus ETF

Monarch Funds

Annual cost

1.24%

Fund size

$62M

VOO

Vanguard S&P 500 ETF

Vanguard

Annual cost

0.03%

Fund size

$1.6T

Key differences

  • VOO costs 1.21% less per year.
  • VOO is significantly larger than MDPL — larger funds tend to be more liquid and less likely to close.
  • VOO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MDPLVOO
Annual cost (TER)1.24%0.03%
Fund size (AUM)$62M$1.6T
Since20242010
Dividend yield1.30%1.08%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+29.5%
CAGR 3YN/A+23.2%
CAGR 5YN/A+14.0%
Sharpe 3YN/A1.25
Volatility 1Y15.13%11.97%
Max drawdown-14.21%-33.99%

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

Similar to MDPL and VOO