MDPL vs PRMR

Comparison between MONARCH DIVIDEND PLUS INDEX ETF (MDPL, ETF) and PeakShares RMR Prime Equity ETF (PRMR, ETF).

MDPL vs PRMR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MDPL(ETF)	PRMR(ETF)
Net Assets	$62M	$62M
Expense Ratio	1.24%	1.05%
Max Drawdown	14.78%	9.41%
Sharpe Ratio	0.13	0.80
5Y Beta	0.52	0.98
P/E Ratio	12.33	28.86
Forward P/E	10.38	23.36
PEG Ratio	0.07	0.54
5Y EPS CAGR	13.15%	26.14%
Debt to Equity	-155.09%	-40.19%
P/S Ratio	1.09	4.84
P/B Ratio	2.47	6.56

Net Assets

Winner

MDPL

$62M

PRMR

$62M

Expense Ratio

MDPL

1.24%

Winner

PRMR

1.05%

Max Drawdown

MDPL

14.78%

Winner

PRMR

9.41%

Sharpe Ratio

MDPL

0.13

Winner

PRMR

0.80

5Y Beta

Winner

MDPL

0.52

PRMR

0.98

P/E Ratio

Winner

MDPL

12.33

PRMR

28.86

Forward P/E

Winner

MDPL

10.38

PRMR

23.36

PEG Ratio

Winner

MDPL

0.07

PRMR

0.54

5Y EPS CAGR

MDPL

13.15%

Winner

PRMR

26.14%

Debt to Equity

Winner

MDPL

-155.09%

PRMR

-40.19%

P/S Ratio

Winner

MDPL

1.09

PRMR

4.84

P/B Ratio

Winner

MDPL

2.47

PRMR

6.56

MDPL vs PRMR - Holdings Comparison

MDPL and PRMR have 1 common holdings. Overlap is 0.17%

MDPL's top 25 holdings weight is 84.28%. PRMR's top 25 holdings weight is 57.01%.

Rank	MDPL	PRMR
#1	COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 3.62%	ADVANCED MICRO DEVICES INC (AMD) - 4.23%
#2	KBR INC (KBR) - 3.60%	MICRON TECHNOLOGY INC (MU) - 3.66%
#3	GENPACT LTD (G) - 3.55%	PALO ALTO NETWORKS INC (PANW) - 3.08%
#4	ZOETIS INC CLASS A (ZTS) - 3.54%	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.96%
#5	FACTSET RESEARCH SYSTEMS INC (FDS) - 3.53%	CORNING INC (GLW) - 2.70%
#6	BOOZ ALLEN HAMILTON HOLDING CORP CLASS A (BAH) - 3.50%	AMAZON.COM INC (AMZN) - 2.35%
#7	OSHKOSH CORP (OSK) - 3.45%	ALPHABET INC CLASS C (GOOG) - 2.25%
#8	HAMILTON LANE INC CLASS A (HLNE) - 3.43%	KLA CORP (KLAC) - 2.25%
#9	ACCENTURE PLC CLASS A (ACN) - 3.43%	BROADCOM INC (AVGO) - 2.24%
#10	H&R BLOCK INC (HRB) - 3.38%	ORACLE CORP (ORCL) - 2.22%
#11	SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 3.36%	APPLIED MATERIALS INC (AMAT) - 2.12%
#12	WILLIS TOWERS WATSON PLC (WTW) - 3.35%	APPLE INC (AAPL) - 2.10%
#13	AMDOCS LTD (DOX) - 3.34%	ARISTA NETWORKS INC (ANET) - 2.09%
#14	BECTON DICKINSON & CO (BDX) - 3.33%	NVIDIA CORP (NVDA) - 2.08%
#15	BROWN & BROWN INC (BRO) - 3.32%	THE GOLDMAN SACHS GROUP INC (GS) - 1.97%
#16	GENERAL MILLS INC (GIS) - 3.30%	TESLA INC (TSLA) - 1.93%
#17	MARSH (MRSH) - 3.30%	ALTRIA GROUP INC (MO) - 1.92%
#18	LEIDOS HOLDINGS INC (LDOS) - 3.29%	MICROSOFT CORP (MSFT) - 1.90%
#19	COMCAST CORP CLASS A (CMCSA) - 3.29%	ELI LILLY AND CO (LLY) - 1.90%
#20	ELEVANCE HEALTH INC (ELV) - 3.25%	COSTCO WHOLESALE CORP (COST) - 1.88%
#21	THE CIGNA GROUP (CI) - 3.24%	VISA INC CLASS A (V) - 1.87%
#22	INGREDION INC (INGR) - 3.23%	NETFLIX INC (NFLX) - 1.84%
#23	MARATHON PETROLEUM CORP (MPC) - 3.23%	TJX COMPANIES INC (TJX) - 1.83%
#24	LAMB WESTON HOLDINGS INC (LW) - 3.21%	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.82%
#25	CHARLES SCHWAB CORP (SCHW) - 3.21%	META PLATFORMS INC CLASS A (META) - 1.82%
Total Holdings	31	52

MDPL vs PRMR - Historical Returns

Returns include dividend reinvestment.

Period	MDPL	PRMR
1 month	-0.71%	+4.93%
3 months	-1.61%	+9.56%
6 months	-0.85%	+6.91%
1 year	+4.86%	N/A
Max(CAGR)	+2.67%	+14.68%

MDPL

-0.71%

Winner

PRMR

+4.93%

MDPL

-1.61%

Winner

PRMR

+9.56%

MDPL

-0.85%

Winner

PRMR

+6.91%

MDPL

+4.86%

PRMR

N/A

Max(CAGR)

MDPL

+2.67%

Winner

PRMR

+14.68%

MDPL vs PRMR - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	MDPL	PRMR
2026	-2.34%	+7.43%
2025	+7.44%	-0.32%
2024	+0.33%	N/A

MDPL vs PRMR Drawdown Comparison

The maximum drawdown for MDPL was -14.21%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.

The maximum drawdown for PRMR was -9.41%, occurring on Mar 30, 2026. Recovery took 91 trading sessions.

The current MDPL drawdown is -6.21%. The current PRMR drawdown is -4.24%.

Rank	MDPL	PRMR
#1	-14.21% Nov 29, 2024 - Aug 22, 2025	-9.41% Dec 11, 2025 - Apr 24, 2026
#2	-10.34% Jan 15, 2026 - Mar 27, 2026	-4.24% Jun 2, 2026 - Jun 5, 2026
#3	-8.88% Aug 22, 2025 - Jan 6, 2026	-1.91% May 14, 2026 - May 21, 2026
#4	-6.77% Mar 28, 2024 - Jul 29, 2024	-1.59% Apr 24, 2026 - May 1, 2026
#5	-6.26% Jul 31, 2024 - Sep 19, 2024	-0.51% May 26, 2026 - May 28, 2026
#6	-3.33% Oct 16, 2024 - Nov 6, 2024	-0.42% May 6, 2026 - May 8, 2026
#7	-2.85% Nov 11, 2024 - Nov 22, 2024	-0.11% May 11, 2026 - May 13, 2026
#8	-1.18% Jan 6, 2026 - Jan 8, 2026	-0.08% May 1, 2026 - May 5, 2026
#9	-1.09% Sep 19, 2024 - Sep 27, 2024	N/A
#10	-0.97% Jan 9, 2026 - Jan 14, 2026	N/A
#11	-0.93% Mar 13, 2024 - Mar 20, 2024	N/A
#12	-0.91% Sep 30, 2024 - Oct 11, 2024	N/A
#13	-0.88% Mar 21, 2024 - Mar 27, 2024	N/A
#14	-0.45% Oct 14, 2024 - Oct 16, 2024	N/A
#15	-0.33% Nov 6, 2024 - Nov 11, 2024	N/A