MDPL vs RTRE
Comparison between MONARCH DIVIDEND PLUS INDEX ETF (MDPL, ETF) and RAREVIEW TOTAL RETURN BOND ETF (RTRE, ETF).
MDPL vs RTRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MDPL
$57M
Winner
RTRE
$57M
Expense Ratio
MDPL
1.19%
Winner
RTRE
0.70%
Max Drawdown
MDPL
14.78%
Winner
RTRE
7.25%
Sharpe Ratio
Winner
MDPL
0.09
RTRE
-0.02
5Y Beta
MDPL
0.50
Winner
RTRE
0.05
P/E Ratio
MDPL
12.40
RTRE
N/A
Forward P/E
MDPL
10.45
RTRE
N/A
PEG Ratio
MDPL
0.07
RTRE
N/A
5Y EPS CAGR
MDPL
13.93%
RTRE
N/A
Debt to Equity
MDPL
-154.95%
RTRE
N/A
P/S Ratio
MDPL
1.12
RTRE
N/A
P/B Ratio
MDPL
2.50
RTRE
N/A
MDPL vs RTRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MDPL
+7.06%
RTRE
-0.36%
3M
Winner
MDPL
-0.77%
RTRE
-0.81%
6M
MDPL
-4.45%
Winner
RTRE
-0.53%
1Y
Winner
MDPL
+4.71%
RTRE
+3.31%
Max(CAGR)
MDPL
+2.80%
Winner
RTRE
+3.76%
MDPL vs RTRE - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | MDPL | RTRE |
|---|---|---|
| 2026 | -1.72% | -0.19% |
| 2025 | +7.44% | +6.60% |
| 2024 | +0.33% | +1.75% |
MDPL vs RTRE Drawdown Comparison
The maximum drawdown for MDPL was -14.21%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.
The maximum drawdown for RTRE was -4.98%, occurring on Jan 13, 2025. Recovery took 220 trading sessions.
The current MDPL drawdown is -5.62%. The current RTRE drawdown is -2.54%.
| Rank | MDPL | RTRE |
|---|---|---|
| #1 | -14.21% Nov 29, 2024 - Aug 22, 2025 | -4.98% Sep 16, 2024 - Aug 4, 2025 |
| #2 | -12.38% Jan 15, 2026 - Jun 25, 2026 | -3.70% Feb 27, 2026 - May 19, 2026 |
| #3 | -8.88% Aug 22, 2025 - Jan 6, 2026 | -1.31% Jun 13, 2024 - Jul 10, 2024 |
| #4 | -6.77% Mar 28, 2024 - Jul 29, 2024 | -1.17% Oct 28, 2025 - Jan 14, 2026 |
| #5 | -6.26% Jul 31, 2024 - Sep 19, 2024 | -1.07% Aug 2, 2024 - Aug 14, 2024 |
| #6 | -3.33% Oct 16, 2024 - Nov 6, 2024 | -0.74% Sep 16, 2025 - Oct 14, 2025 |
| #7 | -2.85% Nov 11, 2024 - Nov 22, 2024 | -0.71% Jul 17, 2024 - Jul 30, 2024 |
| #8 | -1.18% Jan 6, 2026 - Jan 8, 2026 | -0.64% Jan 14, 2026 - Jan 29, 2026 |
| #9 | -1.09% Sep 19, 2024 - Sep 27, 2024 | -0.62% Jun 5, 2024 - Jun 13, 2024 |
| #10 | -0.97% Jan 9, 2026 - Jan 14, 2026 | -0.57% Aug 26, 2024 - Sep 4, 2024 |
| #11 | -0.93% Mar 13, 2024 - Mar 20, 2024 | -0.47% Aug 13, 2025 - Aug 22, 2025 |
| #12 | -0.91% Sep 30, 2024 - Oct 11, 2024 | -0.40% Aug 14, 2024 - Aug 20, 2024 |
| #13 | -0.88% Mar 21, 2024 - Mar 27, 2024 | -0.39% Jan 29, 2026 - Feb 5, 2026 |
| #14 | -0.45% Oct 14, 2024 - Oct 16, 2024 | -0.35% Aug 21, 2024 - Aug 23, 2024 |
| #15 | -0.33% Nov 6, 2024 - Nov 11, 2024 | -0.32% Aug 6, 2025 - Aug 13, 2025 |
Correlation
Correlation between MDPL and RTRE is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.55
-101
Dividend Comparison (2024 - 2026)
MDPL vs RTRE dividend yield comparison.
| Year | MDPL | RTRE |
|---|---|---|
| 2026 | 0.62% | 2.13% |
| 2025 | 1.42% | 4.02% |
| 2024 | 1.02% | 3.33% |
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