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MVFD vs MDPL

Monarch Volume Factor Dividend Tree ETF vs Monarch Dividend Plus ETF

MVFD

Monarch Volume Factor Dividend Tree ETF

Monarch Funds

Annual cost

1.19%

Fund size

$108M

MDPL

Monarch Dividend Plus ETF

Monarch Funds

Annual cost

1.24%

Fund size

$62M

Key differences

  • MVFD costs 0.05% less per year.

Side-by-side comparison

MVFDMDPL
Annual cost (TER)1.19%1.24%
Fund size (AUM)$108M$62M
Since20242024
Dividend yield1.44%1.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.20%15.13%
Max drawdown-19.07%-14.21%

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

Similar to MVFD and MDPL