Compare MDPL and CGDV

MDPL and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.4

Monarch Dividend Plus ETFIncome · Dividend stocks1.19%1.33%+14.9%+20.6%[…][…]−12.4%17.4%$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 3, 2026 · returns include dividends · since: MDPL 2024 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Monarch Dividend Plus ETF · $62M[…]

MDPL

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

MDPLMeasureCGDV

+14.9%Year to dateJan 1 → Nov 3+13.0%

+20.6%1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $19,988+26.0%

[…]5 years · per year[…]

1.19%Expense ratio$119 · $33 a year on $10k · lower is better0.33%

1.33%Trailing 12-mo yield$133 · $123 a year on $10k1.23%

−12.4%Worst dropSmaller is better−9.7%

17.4%VolatilityLower is calmer12.6%

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

3–3Level

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

More Ways to See the Pairs

MDPL vs CGDV: Top 5 Holdings

Today

MDPL

18.4%in top 5

CGDV

in top 524.1%

MDPLStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

3.8%BAHnot top 5

not top 5META3.8%

3.7%LDOSnot top 5

3.7%OSKnot top 5

3.6%FDSnot top 5

3.6%ACNnot top 5

not top 5RTX3.3%

Held in common3.0%

End-of-day Nov 3, 2026 · share of each fund

MDPL vs CGDV Returns, Every Period

1Y

MonarchMDPL

+20.6%

past year

CGDVCapital Group

+16.1%

past year

MDPLCGDVFaded: behind in that period

2–0MDPL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MDPL vs CGDV

YTD

MonarchMDPL

+14.9%

CGDVCapital Group

+13.0%

+14.9%Year to date+13.0%

−12.4%Worst drop · 1Y−9.7%

17.4%Volatility · 1Y12.6%

1.3%Yield1.2%

$61.9MAssets$38.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDPL, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

MDPL1.19%$119

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MDPL, CGDV

1Y

1.33%highest, MDPL

FundTrailing yieldYield$10k

MDPL1.33%$133

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$90most kept, CGDV

CGDV$123 − $33 = $90

MDPL$133 − $119 = $14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MDPL, CGDV

Today

3.0%most shared, MDPL and CGDV

MDPLCGDV

MDPL—3.0%

CGDV3.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+20.6%MDPL, at 17.4% volatility

CGDVWorst drop−9.7%12.6% vol

MDPLWorst drop−12.4%17.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MDPLCGDV

+14.9%Year to date+13.0%

1.3%Yield1.2%

+20.6%Past year+16.1%

1.19%Fee0.33%

3–1MDPL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026