Compare · 2 funds side by side · dividends reinvested

MDPL and IVV

MDPLMonarch×IVViShares×

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

MDPL and IVV, 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: MDPL 2024 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

MDPL

Monarch Dividend Plus ETF · $62M[…]

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

IVVMeasureMDPL

+11.3%Year to dateJan 1 → Nov 9+15.0%

+13.6%1 yearTotal return+22.3%

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

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

0.03%Expense ratio$3 · $119 a year on $10k · lower is better1.19%

1.11%Trailing 12-mo yield$111 · $133 a year on $10k1.33%

−8.9%Worst dropSmaller is better−12.4%

13.8%VolatilityLower is calmer17.6%

IVVMDPL 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

IVV vs MDPL: Top 5 Holdings

Today

IVV

27.8%in top 5

MDPL

in top 518.4%

IVVStockMDPL

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

not top 5BAH3.8%

not top 5ACN3.7%

not top 5G3.7%

not top 5CMCSA3.6%

not top 5BDX3.6%

2.6%GOOGLnot top 5

Held in common1.7%

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

IVV vs MDPL Returns, Every Period

iSharesIVV

+13.6%

past year

MDPLMonarch

+22.3%

past year

IVVMDPLFaded: behind in that period

0–2MDPL wins

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

Core vs Income: IVV vs MDPL

YTD

iSharesIVV

+11.3%

MDPLMonarch

+15.0%

+11.3%Year to date+15.0%

−8.9%Worst drop · 1Y−12.4%

13.8%Volatility · 1Y17.6%

1.1%Yield1.3%

$853BAssets$61.9M

2–2level

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

Cost, Income and Risk

Fees: MDPL, IVV

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: MDPL, IVV

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: MDPL, IVV

Today

1.7%most shared, MDPL and IVV

MDPLIVV

MDPL—1.7%

IVV1.7%—

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