StockComparison Logo
vs

MDPL vs SPY

Comparison between MONARCH DIVIDEND PLUS INDEX ETF (MDPL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

MDPL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MDPL
$57M
Winner
SPY
$781B
Expense Ratio
MDPL
1.19%
Winner
SPY
0.09%
Max Drawdown
Winner
MDPL
14.78%
SPY
56.47%
Sharpe Ratio
MDPL
0.09
Winner
SPY
1.25
5Y Beta
Winner
MDPL
0.50
SPY
1.00
P/E Ratio
Winner
MDPL
12.40
SPY
28.78
Forward P/E
Winner
MDPL
10.45
SPY
21.23
PEG Ratio
MDPL
0.07
SPY
N/A
5Y Dividends CAGR
MDPL
N/A
SPY
6.00%
5Y EPS CAGR
MDPL
13.93%
Winner
SPY
25.62%
Debt to Equity
Winner
MDPL
-154.95%
SPY
31.92%
P/S Ratio
Winner
MDPL
1.12
SPY
3.76
P/B Ratio
Winner
MDPL
2.50
SPY
5.64

MDPL vs SPY - Holdings Comparison

MDPL and SPY have 18 common holdings. Overlap is 1.56%

MDPL's top 25 holdings weight is 83.98%. SPY's top 25 holdings weight is 51.74%.

RankMDPLSPY
#1
MARATHON PETROLEUM CORP (MPC) - 3.74%
NVIDIA CORP (NVDA) - 7.89%
#2
AMERIPRISE FINANCIAL INC (AMP) - 3.48%
APPLE INC (AAPL) - 7.37%
#3
THE CIGNA GROUP (CI) - 3.46%
MICROSOFT CORP (MSFT) - 4.50%
#4
MATADOR RESOURCES CO (MTDR) - 3.43%
AMAZON.COM INC (AMZN) - 3.82%
#5
STIFEL FINANCIAL CORP (SF) - 3.42%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
CHARLES SCHWAB CORP (SCHW) - 3.42%
BROADCOM INC (AVGO) - 2.86%
#7
HAMILTON LANE INC CLASS A (HLNE) - 3.39%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
INTUIT INC (INTU) - 3.37%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
H&R BLOCK INC (HRB) - 3.36%
TESLA INC (TSLA) - 1.70%
#10
ELEVANCE HEALTH INC (ELV) - 3.36%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 3.36%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 3.35%
ELI LILLY AND CO (LLY) - 1.40%
#13
OSHKOSH CORP (OSK) - 3.35%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
BOOZ ALLEN HAMILTON HOLDING CORP CLASS A (BAH) - 3.34%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
GENPACT LTD (G) - 3.33%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
LAMB WESTON HOLDINGS INC (LW) - 3.32%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
APOLLO GLOBAL MANAGEMENT INC (APO) - 3.32%
VISA INC CLASS A (V) - 0.90%
#18
FACTSET RESEARCH SYSTEMS INC (FDS) - 3.32%
WALMART INC (WMT) - 0.76%
#19
WILLIS TOWERS WATSON PLC (WTW) - 3.31%
INTEL CORP (INTC) - 0.75%
#20
INGREDION INC (INGR) - 3.30%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
AMDOCS LTD (DOX) - 3.30%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
MARSH (MRSH) - 3.27%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
ZOETIS INC CLASS A (ZTS) - 3.25%
ABBVIE INC (ABBV) - 0.66%
#24
ACCENTURE PLC CLASS A (ACN) - 3.22%
CATERPILLAR INC (CAT) - 0.65%
#25
LEIDOS HOLDINGS INC (LDOS) - 3.21%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings31505

MDPL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MDPL
+7.06%
SPY
+0.52%
3M
MDPL
-0.77%
Winner
SPY
+6.55%
6M
MDPL
-4.45%
Winner
SPY
+9.76%
1Y
MDPL
+4.71%
Winner
SPY
+20.32%
5Y(CAGR)
MDPL
N/A
SPY
+13.01%
10Y(CAGR)
MDPL
N/A
SPY
+15.06%
Max(CAGR)
MDPL
+2.80%
Winner
SPY
+8.50%

MDPL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMDPLSPY
2026-1.72%+10.11%
2025+7.44%+18.00%
2024+0.33%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

MDPL vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MDPL drawdown is -5.62%. The current SPY drawdown is -1.24%.

RankMDPLSPY
#1-14.21%
Nov 29, 2024 - Aug 22, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-12.38%
Jan 15, 2026 - Jun 25, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.88%
Aug 22, 2025 - Jan 6, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.77%
Mar 28, 2024 - Jul 29, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.26%
Jul 31, 2024 - Sep 19, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.33%
Oct 16, 2024 - Nov 6, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.85%
Nov 11, 2024 - Nov 22, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.18%
Jan 6, 2026 - Jan 8, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.09%
Sep 19, 2024 - Sep 27, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.97%
Jan 9, 2026 - Jan 14, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.93%
Mar 13, 2024 - Mar 20, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.91%
Sep 30, 2024 - Oct 11, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.88%
Mar 21, 2024 - Mar 27, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.45%
Oct 14, 2024 - Oct 16, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.33%
Nov 6, 2024 - Nov 11, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MDPL and SPY is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.50
-101

Dividend Comparison (1999 - 2026)

MDPL vs SPY dividend yield comparison.

YearMDPLSPY
20260.62%0.49%
20251.42%1.07%
20241.02%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: MDPL vs SPY