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