Compare · 2 funds side by side · dividends reinvested

MDPL and SPY

MDPLMonarch×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

MDPL and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.4

Monarch Dividend Plus ETFIncome · Dividend stocks1.19%1.33%+15.4%+21.9%[…][…]−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 5, 2026 · returns include dividends · since: MDPL 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Dividend Plus ETF · $62M[…]

MDPL

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

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

MDPLMeasureSPY

+15.4%Year to dateJan 1 → Nov 5+8.3%

+21.9%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

1.19%Expense ratio$119 · $9 a year on $10k · lower is better0.09%

1.33%Trailing 12-mo yield$133 · $103 a year on $10k1.03%

−12.4%Worst dropSmaller is better−8.9%

17.4%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

MDPL vs SPY: Top 5 Holdings

Today

MDPL

18.3%in top 5

SPY

in top 527.7%

MDPLStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.8%BAHnot top 5

3.7%HLNEnot top 5

3.7%ACNnot top 5

3.6%HRBnot top 5

3.6%CMCSAnot top 5

not top 5GOOGL2.6%

Held in common1.7%

End-of-day Nov 5, 2026 · share of each fund

MDPL vs SPY Returns, Every Period

MonarchMDPL

+21.9%

past year

SPYSPDR

+9.7%

past year

MDPLSPYFaded: behind in that period

2–0MDPL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: MDPL vs SPY

YTD

MonarchMDPL

+15.4%

SPYSPDR

+8.3%

+15.4%Year to date+8.3%

−12.4%Worst drop · 1Y−8.9%

17.4%Volatility · 1Y13.6%

1.3%Yield1.0%

$61.9MAssets$805B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDPL, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

MDPL1.19%$119

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MDPL, SPY

1.33%highest, MDPL

FundTrailing yieldYield$10k

MDPL1.33%$133

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

MDPL$133 − $119 = $14

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MDPL, SPY

Today

1.7%most shared, MDPL and SPY

MDPLSPY

MDPL—1.7%

SPY1.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.9%MDPL, at 17.4% volatility

SPYWorst drop−8.9%13.6% vol

MDPLWorst drop−12.4%17.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MDPLSPY

+15.4%Year to date+8.3%

1.3%Yield1.0%

+21.9%Past year+9.7%

1.19%Fee0.09%

3–1MDPL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026