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AMDPL

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,269VOO · VIG $16,513

Lowest cost0.03%VOO · $3 on $10k

Most income2.92%SCHD · $292 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common5.9%MDPL and SCHD

Monarch Dividend Plus ETF · $62MSchwab U.S. Dividend Equity ETF · $124B

[…]3 years · per year[…] · $17,374+20.2%

[…]5 years · per year[…] · $16,418+10.4%

1.19%Expense ratio$119 · $6 on $10k · lower wins0.06%

1.34%12-mo yield$134 · $292 on $10k2.92%

Cards for this view

MDPL

Monarch Dividend Plus

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureMDPLSCHD

Fee1.19%0.06%

Cost on $10k a year$119$6

Yield1.34%2.92%

5 years, per year[…]+10.4%

3 years, per year[…]+20.2%

Worst drop · 1Y−12.4%−6.9%

Volatility · 1Y17.6%11.7%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$1.00T
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
4	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.34%	+0.8%	+14.4%	+19.1%	new	new	−12.4%	$62M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$1.00T
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
4	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.34%	+0.8%	+14.4%	+19.1%	new	new	−12.4%	$62M