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MSSS vs MDPL

Monarch Select Subsector ETF vs Monarch Dividend Plus ETF

MSSS

Monarch Select Subsector ETF

Monarch Funds

Annual cost

1.43%

Fund size

$128M

MDPL

Monarch Dividend Plus ETF

Monarch Funds

Annual cost

1.24%

Fund size

$62M

Key differences

  • MDPL costs 0.19% less per year.

Side-by-side comparison

MSSSMDPL
Annual cost (TER)1.43%1.24%
Fund size (AUM)$128M$62M
Since20242024
Dividend yield0.36%1.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.3%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.19%15.13%
Max drawdown-19.14%-14.21%

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

Similar to MSSS and MDPL