Compare · 2 funds side by side · dividends reinvested

MDPL and IWF

MDPLMonarch×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

MDPL and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Monarch Dividend Plus ETFIncome · Dividend stocks1.19%1.35%+13.2%+19.0%[…][…]−12.4%17.6%$62M1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.6

Rank among the two1st → 2ndFee, 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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Dividend Plus ETF · $62M[…]

MDPL

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

MDPLMeasureIWF

+13.2%Year to dateJan 1 → Nov 6−5.3%

+19.0%1 yearTotal return−6.5%

[…]3 years · per year$10,000 became […] · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

1.19%Expense ratio$119 · $18 a year on $10k · lower is better0.18%

1.35%Trailing 12-mo yield$135 · $39 a year on $10k0.39%

−12.4%Worst dropSmaller is better−14.6%

17.6%VolatilityLower is calmer19.4%

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

5–1MDPL wins

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 IWF: Top 5 Holdings

Today

MDPL

18.5%in top 5

IWF

in top 539.8%

MDPLStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

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

Held in common0.6%

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

MDPL vs IWF Returns, Every Period

MonarchMDPL

+19.0%

past year

IWFiShares

−6.5%

past year

MDPLIWFFaded: behind in that period

2–0MDPL wins

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

Income vs Stocks: MDPL vs IWF

YTD

MonarchMDPL

+13.2%

IWFiShares

−5.3%

+13.2%Year to date−5.3%

−12.4%Worst drop · 1Y−14.6%

17.6%Volatility · 1Y19.4%

1.4%Yield0.4%

$61.9MAssets$115B

4–0MDPL wins

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

Cost, Income and Risk

Fees: MDPL, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

MDPL1.19%$119

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

Yields: MDPL, IWF

1.35%highest, MDPL

FundTrailing yieldYield$10k

MDPL1.35%$135

IWF0.39%$39

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

MDPL$135 − $119 = $16

KeptFee

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

Overlap: MDPL, IWF

Today

0.6%most shared, MDPL and IWF

MDPLIWF

MDPL—0.6%

IWF0.6%—

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

Return vs Bumpiness: 2 ETFs

+19.0%MDPL, at 17.6% volatility

MDPLWorst drop−12.4%17.6% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

MDPLIWF

+13.2%Year to date−5.3%

1.4%Yield0.4%

+19.0%Past year−6.5%

1.19%Fee0.18%

3–1MDPL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026