Compare · 3 funds side by side · dividends reinvested

MDPL, CGDV and VYM

MDPLMonarch×CGDVCapital Group×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,254VYM · best of the three

02 / 04

MDPL, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.3

Monarch Dividend Plus ETFIncome · Dividend stocks1.19%1.33%+15.0%+22.3%[…][…]−12.4%17.6%$62M2.3

Rank among the three1st → 3rdFee, 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: MDPL 2024 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Dividend Plus ETF · $62M[…]

MDPL

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

MDPLMeasureCGDV

+15.0%Year to dateJan 1 → Nov 9+12.1%

+22.3%1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $18,934+23.7%

[…]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 · $124 a year on $10k1.24%

−12.4%Worst dropSmaller is better−9.7%

17.6%VolatilityLower is calmer13.5%

MDPLCGDV 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 CGDV: Top 5 Holdings

Today

MDPL

18.4%in top 5

CGDV

in top 524.2%

MDPLStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

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 5GE3.2%

Held in common3.1%

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

MDPL vs CGDV Returns, Every Period

MonarchMDPL

+22.3%

past year

CGDVCapital Group

+16.1%

past year

MDPLCGDVFaded: behind in that period

2–0MDPL wins

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

MDPL vs VYM

YTD

MonarchMDPL

+15.0%

VYMVanguard

+15.4%

+15.0%Year to date+15.4%

−12.4%Worst drop · 1Y−6.7%

17.6%Volatility · 1Y10.8%

1.3%Yield2.3%

$61.9MAssets$78.9B

4–0VYM wins

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

Cost, Income and Risk

Fees: MDPL, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

MDPL1.19%$119

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

Yields: MDPL, CGDV, VYM

2.26%highest, VYM

FundTrailing yieldYield$10k

VYM2.26%$226

MDPL1.33%$133

CGDV1.24%$124

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

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

MDPL$133 − $119 = $14

KeptFee

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

Overlap: MDPL, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

MDPLCGDVVYM

MDPL—3.1%3.2%

CGDV3.1%—22.8%

VYM3.2%22.8%—

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

Return vs Bumpiness: 3 ETFs

+22.3%MDPL, at 17.6% volatility

VYMWorst drop−6.7%10.8% vol

CGDVWorst drop−9.7%13.5% 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

VYMMDPL

+15.4%Year to date+15.0%

2.3%Yield1.3%

+19.5%Past year+22.3%

0.04%Fee1.19%

3–1VYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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