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MDPL vs VYMI

Monarch Dividend Plus ETF vs Vanguard International High Dividend Yield Index Fund ETF Shares

MDPL

Monarch Dividend Plus ETF

Monarch Funds

Annual cost

1.24%

Fund size

$62M

VYMI

Vanguard International High Dividend Yield Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$20.0B

Key differences

  • VYMI costs 1.17% less per year.
  • VYMI is significantly larger than MDPL — larger funds tend to be more liquid and less likely to close.
  • MDPL covers north america markets; VYMI covers global ex us.
  • VYMI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MDPLVYMI
Annual cost (TER)1.24%0.07%
Fund size (AUM)$62M$20.0B
Since20242016
Dividend yield1.30%3.47%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+31.9%
CAGR 3YN/A+21.7%
CAGR 5YN/A+12.7%
Sharpe 3YN/A1.24
Volatility 1Y15.13%12.91%
Max drawdown-14.21%-40.00%

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

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