MDPL vs BAMB
Comparison between MONARCH DIVIDEND PLUS INDEX ETF (MDPL, ETF) and Brookstone Intermediate Bond ETF (BAMB, ETF).
MDPL vs BAMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MDPL
$62M
BAMB
$62M
Expense Ratio
MDPL
1.24%
Winner
BAMB
1.03%
Max Drawdown
MDPL
14.78%
Winner
BAMB
5.66%
Sharpe Ratio
Winner
MDPL
0.13
BAMB
-0.46
5Y Beta
MDPL
0.52
Winner
BAMB
-0.01
P/E Ratio
MDPL
12.33
BAMB
N/A
Forward P/E
MDPL
10.38
BAMB
N/A
PEG Ratio
MDPL
0.07
BAMB
N/A
5Y EPS CAGR
MDPL
13.15%
BAMB
N/A
Debt to Equity
MDPL
-155.09%
BAMB
N/A
P/S Ratio
MDPL
1.09
BAMB
N/A
P/B Ratio
MDPL
2.47
BAMB
N/A
MDPL vs BAMB - Historical Returns
Returns include dividend reinvestment.
1M
MDPL
-0.71%
Winner
BAMB
-0.67%
3M
Winner
MDPL
-1.61%
BAMB
-1.89%
6M
Winner
MDPL
-0.85%
BAMB
-1.17%
1Y
Winner
MDPL
+4.86%
BAMB
+2.07%
Max(CAGR)
MDPL
+2.67%
Winner
BAMB
+4.01%
MDPL vs BAMB - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MDPL | BAMB |
|---|---|---|
| 2026 | -2.34% | -1.22% |
| 2025 | +7.44% | +6.15% |
| 2024 | +0.33% | +3.17% |
| 2023 | N/A | +2.94% |
MDPL vs BAMB Drawdown Comparison
The maximum drawdown for MDPL was -14.21%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.
The maximum drawdown for BAMB was -4.48%, occurring on Jan 14, 2025. Recovery took 137 trading sessions.
The current MDPL drawdown is -6.21%. The current BAMB drawdown is -2.90%.
| Rank | MDPL | BAMB |
|---|---|---|
| #1 | -14.21% Nov 29, 2024 - Aug 22, 2025 | -4.48% Sep 16, 2024 - Apr 3, 2025 |
| #2 | -10.34% Jan 15, 2026 - Mar 27, 2026 | -3.37% Feb 27, 2026 - May 19, 2026 |
| #3 | -8.88% Aug 22, 2025 - Jan 6, 2026 | -2.45% Apr 4, 2025 - Jun 30, 2025 |
| #4 | -6.77% Mar 28, 2024 - Jul 29, 2024 | -1.27% Jun 30, 2025 - Aug 1, 2025 |
| #5 | -6.26% Jul 31, 2024 - Sep 19, 2024 | -1.21% Nov 25, 2025 - Feb 12, 2026 |
| #6 | -3.33% Oct 16, 2024 - Nov 6, 2024 | -1.16% May 15, 2024 - Jun 4, 2024 |
| #7 | -2.85% Nov 11, 2024 - Nov 22, 2024 | -1.07% Feb 1, 2024 - May 3, 2024 |
| #8 | -1.18% Jan 6, 2026 - Jan 8, 2026 | -1.04% Oct 22, 2025 - Nov 25, 2025 |
| #9 | -1.09% Sep 19, 2024 - Sep 27, 2024 | -1.01% Aug 2, 2024 - Aug 21, 2024 |
| #10 | -0.97% Jan 9, 2026 - Jan 14, 2026 | -0.97% Jun 13, 2024 - Jul 5, 2024 |
| #11 | -0.93% Mar 13, 2024 - Mar 20, 2024 | -0.87% Sep 8, 2025 - Oct 13, 2025 |
| #12 | -0.91% Sep 30, 2024 - Oct 11, 2024 | -0.87% Jun 6, 2024 - Jun 13, 2024 |
| #13 | -0.88% Mar 21, 2024 - Mar 27, 2024 | -0.64% Oct 11, 2023 - Nov 2, 2023 |
| #14 | -0.45% Oct 14, 2024 - Oct 16, 2024 | -0.51% Aug 4, 2025 - Aug 22, 2025 |
| #15 | -0.33% Nov 6, 2024 - Nov 11, 2024 | -0.51% Dec 27, 2023 - Feb 1, 2024 |
Correlation
Correlation between MDPL and BAMB is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2023 - 2026)
MDPL vs BAMB dividend yield comparison.
| Year | MDPL | BAMB |
|---|---|---|
| 2026 | 0.29% | 0.91% |
| 2025 | 1.42% | 2.85% |
| 2024 | 1.02% | 2.90% |
| 2023 | 0.00% | 0.73% |
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