MDPLMonarch Dividend Plus ETF
Seeks to replicate investment results that correspond to the performance of the Monarch Dividend Plus Index.
Monarch Funds · Since 2024 (2 years)
Annual Cost
1.24%
#5027 out of 5,332 ETFs
Fund Size
$58M
#3220 out of 5,332 ETFs
Dividend Yield
1.34%
Track Record
2 years
#3569 out of 5,332 ETFs
Performance
1 Year
+5.4%
3 Years
N/A
5 Years
N/A
What's inside
Asset class
Region
Asset allocation
Stocks
99.8%
Cash
0.1%
Sector breakdown
Financial Services
26.9%
Technology
19.1%
Healthcare
13.8%
Industrials
13.2%
Consumer Defensive
9.5%
Energy
7.8%
Consumer Cyclical
6.5%
Communication
3.1%
Top holdings
Ovintiv IncOVV3.9%
Marathon Petroleum CorpMPC3.8%
Merck & Co IncMRK3.6%
Apollo Global Management IncAPO3.5%
Synchrony FinancialSYF3.5%
Stifel Financial CorpSF3.5%
Elevance Health IncELV3.5%
FedEx CorpFDX3.4%
H&R Block IncHRB3.4%
The Cigna GroupCI3.4%
Risk profile
Volatility (1Y)
15.3%
Moderate
Max drawdown
-14.2%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
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Data updated on 2026-05-05