MDPL vs SPYM

AMDPL

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · IVV $17,414

Lowest cost0.02%SPYM · $2 on $10k

Most income1.33%MDPL · $133 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common1.7%MDPL and SPYM

Monarch Dividend Plus ETF · $62MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $17,936+21.5%

[…]5 years · per year[…] · $17,429+11.8%

1.19%Expense ratio$119 · $2 on $10k · lower wins0.02%

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

Cards for this view

MDPL

Monarch Dividend Plus

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasureMDPLSPYM

Fee1.19%0.02%

Cost on $10k a year$119$2

Yield1.33%1.03%

5 years, per year[…]+11.8%

3 years, per year[…]+21.5%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y17.5%13.7%

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.33%	+0.4%	+15.4%	+21.1%	new	new	−12.4%	$62M

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.33%	+0.4%	+15.4%	+21.1%	new	new	−12.4%	$62M

Loading…