Compare · 3 funds side by side · dividends reinvested

MDPL, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

MDPL, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

Monarch Dividend Plus ETFIncome · Dividend stocks1.19%1.35%+13.2%+19.0%[…][…]−12.4%17.6%$62M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: MDPL 2024 · IVV 2000 · SPY 1993

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$17,177

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

MDPLMeasureIVV

+13.2%Year to dateJan 1 → Nov 6+8.7%

+19.0%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

1.35%Trailing 12-mo yield$135 · $114 a year on $10k1.14%

−12.4%Worst dropSmaller is better−8.9%

17.6%VolatilityLower is calmer13.6%

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

3–3Level

End-of-day Nov 6, 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

18.5%in top 5

IVV

in top 527.8%

MDPLStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.9%BAHnot top 5

3.7%ACNnot top 5

3.7%CMCSAnot top 5

3.6%HRBnot top 5

3.6%FDSnot top 5

not top 5GOOGL2.6%

Held in common1.7%

End-of-day Nov 6, 2026 · share of each fund

MDPL vs IVV Returns, Every Period

MonarchMDPL

+19.0%

past year

IVViShares

+9.8%

past year

MDPLIVVFaded: behind in that period

2–0MDPL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: MDPL vs IVV

YTD

MonarchMDPL

+13.2%

IVViShares

+8.7%

+13.2%Year to date+8.7%

−12.4%Worst drop · 1Y−8.9%

17.6%Volatility · 1Y13.6%

1.4%Yield1.1%

$61.9MAssets$853B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDPL, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

MDPL1.19%$119

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MDPL, IVV, SPY

1.35%highest, MDPL

FundTrailing yieldYield$10k

MDPL1.35%$135

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

MDPL$135 − $119 = $16

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MDPL, IVV, SPY

Today

99.9%most shared, IVV and SPY

MDPLIVVSPY

MDPL—1.7%1.7%

IVV1.7%—99.9%

SPY1.7%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.0%MDPL, at 17.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

MDPLWorst drop−12.4%17.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MDPLIVV

+13.2%Year to date+8.7%

1.4%Yield1.1%

+19.0%Past year+9.8%

1.19%Fee0.03%

3–1MDPL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026