Compare · 2 funds side by side · dividends reinvested

MDPL and VIG

MDPLMonarch×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

MDPL and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.3

Monarch Dividend Plus ETFIncome · Dividend stocks1.19%1.33%+14.9%+20.6%[…][…]−12.4%17.4%$62M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MDPL 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Dividend Plus ETF · $62M[…]

MDPL

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

MDPLMeasureVIG

+14.9%Year to dateJan 1 → Nov 3+14.0%

+20.6%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $17,369+20.2%

[…]5 years · per year$10,000 became […] · $16,495+10.5%

1.19%Expense ratio$119 · $4 a year on $10k · lower is better0.04%

1.33%Trailing 12-mo yield$133 · $147 a year on $10k1.47%

−12.4%Worst dropSmaller is better−7.9%

17.4%VolatilityLower is calmer10.0%

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

2–4VIG wins

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

More Ways to See the Pairs

MDPL vs VIG: Top 5 Holdings

Today

MDPL

18.4%in top 5

VIG

in top 522.1%

MDPLStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%BAHnot top 5

3.7%LDOSnot top 5

3.7%OSKnot top 5

3.6%FDSnot top 5

3.6%ACNnot top 5

Held in common2.0%

End-of-day Nov 3, 2026 · share of each fund

MDPL vs VIG Returns, Every Period

MonarchMDPL

+20.6%

past year

VIGVanguard

+15.9%

past year

MDPLVIGFaded: behind in that period

2–0MDPL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MDPL vs VIG

YTD

MonarchMDPL

+14.9%

VIGVanguard

+14.0%

+14.9%Year to date+14.0%

−12.4%Worst drop · 1Y−7.9%

17.4%Volatility · 1Y10.0%

1.3%Yield1.5%

$61.9MAssets$109B

3–1VIG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDPL, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MDPL1.19%$119

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MDPL, VIG

1.47%highest, VIG

FundTrailing yieldYield$10k

VIG1.47%$147

MDPL1.33%$133

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

MDPL$133 − $119 = $14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MDPL, VIG

Today

2.0%most shared, MDPL and VIG

MDPLVIG

MDPL—2.0%

VIG2.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.6%MDPL, at 17.4% volatility

VIGWorst drop−7.9%10.0% vol

MDPLWorst drop−12.4%17.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VIGMDPL

+14.0%Year to date+14.9%

1.5%Yield1.3%

+15.9%Past year+20.6%

0.04%Fee1.19%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026