Compare · 2 funds side by side · dividends reinvested

IVV and MDPL

IVViShares×MDPLMonarch×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

IVV and MDPL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.4

Monarch Dividend Plus ETFIncome · Dividend stocks1.19%1.33%+15.0%+22.3%[…][…]−12.4%17.6%$62M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · MDPL 2024

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Dividend Plus ETF · $62M[…]

MDPL

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

MDPLMeasureIVV

+15.0%Year to dateJan 1 → Nov 9+11.3%

+22.3%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

1.19%Expense ratio$119 · $3 a year on $10k · lower is better0.03%

1.33%Trailing 12-mo yield$133 · $111 a year on $10k1.11%

−12.4%Worst dropSmaller is better−8.9%

17.6%VolatilityLower is calmer13.8%

MDPLIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MDPL vs IVV: Top 5 Holdings

Today

MDPL

18.4%in top 5

IVV

in top 527.8%

MDPLStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.8%BAHnot top 5

3.7%ACNnot top 5

3.7%Gnot top 5

3.6%CMCSAnot top 5

3.6%BDXnot top 5

not top 5GOOGL2.6%

Held in common1.7%

End-of-day Nov 9, 2026 · share of each fund

MDPL vs IVV Returns, Every Period

MonarchMDPL

+22.3%

past year

IVViShares

+13.6%

past year

MDPLIVVFaded: behind in that period

2–0MDPL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: MDPL vs IVV

YTD

MonarchMDPL

+15.0%

IVViShares

+11.3%

+15.0%Year to date+11.3%

−12.4%Worst drop · 1Y−8.9%

17.6%Volatility · 1Y13.8%

1.3%Yield1.1%

$61.9MAssets$853B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, MDPL

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

MDPL1.19%$119

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, MDPL

1.33%highest, MDPL

FundTrailing yieldYield$10k

MDPL1.33%$133

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

MDPL$133 − $119 = $14

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, MDPL

Today

1.7%most shared, IVV and MDPL

IVVMDPL

IVV—1.7%

MDPL1.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.3%MDPL, at 17.6% volatility

IVVWorst drop−8.9%13.8% vol

MDPLWorst drop−12.4%17.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MDPLIVV

+15.0%Year to date+11.3%

1.3%Yield1.1%

+22.3%Past year+13.6%

1.19%Fee0.03%

3–1MDPL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026