IRTR vs MDPL
Comparison between ISHARES LIFEPATH RETIREMENT ETF (IRTR, ETF) and MONARCH DIVIDEND PLUS INDEX ETF (MDPL, ETF).
IRTR vs MDPL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IRTR
$57M
MDPL
$57M
Expense Ratio
Winner
IRTR
0.08%
MDPL
1.19%
Max Drawdown
Winner
IRTR
7.47%
MDPL
14.78%
Sharpe Ratio
Winner
IRTR
0.87
MDPL
-0.13
5Y Beta
Winner
IRTR
0.37
MDPL
0.50
P/E Ratio
IRTR
N/A
MDPL
12.41
Forward P/E
IRTR
N/A
MDPL
10.45
PEG Ratio
IRTR
N/A
MDPL
0.07
5Y EPS CAGR
IRTR
N/A
MDPL
13.46%
Debt to Equity
IRTR
N/A
MDPL
-155.01%
P/S Ratio
IRTR
N/A
MDPL
1.11
P/B Ratio
IRTR
N/A
MDPL
2.50
IRTR vs MDPL - Historical Returns
Returns include dividend reinvestment.
1M
IRTR
-0.56%
Winner
MDPL
+5.57%
3M
Winner
IRTR
+1.15%
MDPL
+0.13%
6M
Winner
IRTR
+2.68%
MDPL
-5.47%
1Y
Winner
IRTR
+9.18%
MDPL
-0.54%
Max(CAGR)
Winner
IRTR
+12.81%
MDPL
+2.55%
IRTR vs MDPL - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IRTR | MDPL |
|---|---|---|
| 2026 | +3.74% | -2.28% |
| 2025 | +12.80% | +7.44% |
| 2024 | +8.21% | +0.33% |
| 2023 | +10.63% | N/A |
IRTR vs MDPL Drawdown Comparison
The maximum drawdown for IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 53 trading sessions.
The maximum drawdown for MDPL was -14.21%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.
The current IRTR drawdown is -1.55%. The current MDPL drawdown is -6.15%.
| Rank | IRTR | MDPL |
|---|---|---|
| #1 | -6.29% Feb 26, 2025 - May 13, 2025 | -14.21% Nov 29, 2024 - Aug 22, 2025 |
| #2 | -4.82% Feb 25, 2026 - Apr 17, 2026 | -12.38% Jan 15, 2026 - Jun 25, 2026 |
| #3 | -3.76% Dec 6, 2024 - Feb 26, 2025 | -8.88% Aug 22, 2025 - Jan 6, 2026 |
| #4 | -3.38% Mar 28, 2024 - May 15, 2024 | -6.77% Mar 28, 2024 - Jul 29, 2024 |
| #5 | -2.41% Sep 27, 2024 - Nov 29, 2024 | -6.26% Jul 31, 2024 - Sep 19, 2024 |
| #6 | -2.39% Oct 28, 2025 - Dec 23, 2025 | -3.33% Oct 16, 2024 - Nov 6, 2024 |
| #7 | -2.25% Jul 16, 2024 - Aug 15, 2024 | -2.85% Nov 11, 2024 - Nov 22, 2024 |
| #8 | -1.91% Jun 2, 2026 - Jul 6, 2026 | -1.18% Jan 6, 2026 - Jan 8, 2026 |
| #9 | -1.82% Dec 27, 2023 - Feb 1, 2024 | -1.09% Sep 19, 2024 - Sep 27, 2024 |
| #10 | -1.55% Jul 6, 2026 - Jul 23, 2026 | -0.97% Jan 9, 2026 - Jan 14, 2026 |
| #11 | -1.53% May 15, 2024 - Jun 5, 2024 | -0.93% Mar 13, 2024 - Mar 20, 2024 |
| #12 | -1.50% Feb 1, 2024 - Feb 23, 2024 | -0.91% Sep 30, 2024 - Oct 11, 2024 |
| #13 | -1.44% May 6, 2026 - May 26, 2026 | -0.88% Mar 21, 2024 - Mar 27, 2024 |
| #14 | -1.09% Oct 24, 2023 - Nov 1, 2023 | -0.45% Oct 14, 2024 - Oct 16, 2024 |
| #15 | -1.02% Jan 15, 2026 - Jan 26, 2026 | -0.33% Nov 6, 2024 - Nov 11, 2024 |
Correlation
Correlation between IRTR and MDPL is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2023 - 2026)
IRTR vs MDPL dividend yield comparison.
| Year | IRTR | MDPL |
|---|---|---|
| 2026 | 1.56% | 0.63% |
| 2025 | 3.03% | 1.42% |
| 2024 | 3.03% | 1.02% |
| 2023 | 0.85% | 0.00% |
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