MDPL vs DGRO

AMDPL

BDGRO

Measures won0–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income1.87%DGRO · $187 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common3.7%MDPL and DGRO

MDPL

DGRO

Monarch Dividend Plus ETF · $62MiShares Core Dividend Growth ETF · $44.9B

[…]3 years · per year[…] · $17,593+20.7%

[…]5 years · per year[…] · $16,835+11.0%

1.19%Expense ratio$119 · $8 on $10k · lower wins0.08%

1.35%12-mo yield$135 · $187 on $10k1.87%

−12.4%Worst dropSmaller wins−6.5%

17.6%VolatilityLower wins10.2%

0–4DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsMDPL · DGRO

3.7%ACN1.2%

3.6%MRSH0.5%

3.2%CI0.4%

3.5%INTU0.3%

Held in common3.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	AMDPL	Monarch Dividend Plus ETFRead Desk		1.19%	1.35%	−1.9%	+13.2%	+19.0%	new	new	−12.4%	$62M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	AMDPL	Monarch Dividend Plus ETFRead Desk		1.19%	1.35%	−1.9%	+13.2%	+19.0%	new	new	−12.4%	$62M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MDPL vs DGRO

MDPL

Monarch Dividend Plus

[…]

DGRO

iShares Core Dividend Growth

$16,835

MeasureMDPLDGRO

Fee1.19%0.08%

Cost on $10k a year$119$8

Yield1.35%1.87%

5 years, per year[…]+11.0%

3 years, per year[…]+20.7%

Worst drop · 1Y−12.4%−6.5%

Volatility · 1Y17.6%10.2%

4–0measures won
DGRO first

3.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MDPL, DGRO

Today

3.7%most shared, MDPL and DGRO

MDPLDGRO

MDPL—3.7%

DGRO3.7%—

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

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

MDPL$135 − $119 = $16

KeptFee

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