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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
$62M
Winner
SPY
$735B
Expense Ratio
MDPL
1.24%
Winner
SPY
0.09%
Max Drawdown
Winner
MDPL
14.78%
SPY
56.47%
Sharpe Ratio
MDPL
0.13
Winner
SPY
1.62
5Y Beta
Winner
MDPL
0.52
SPY
1.00
P/E Ratio
Winner
MDPL
12.33
SPY
28.99
Forward P/E
Winner
MDPL
10.38
SPY
22.37
PEG Ratio
MDPL
0.07
SPY
N/A
5Y Dividends CAGR
MDPL
N/A
SPY
5.43%
5Y EPS CAGR
MDPL
13.15%
Winner
SPY
26.05%
Debt to Equity
Winner
MDPL
-155.09%
SPY
32.40%
P/S Ratio
Winner
MDPL
1.09
SPY
3.74
P/B Ratio
Winner
MDPL
2.47
SPY
5.61

MDPL vs SPY - Holdings Comparison

MDPL and SPY have 18 common holdings. Overlap is 1.46%

MDPL's top 25 holdings weight is 84.28%. SPY's top 25 holdings weight is 52.37%.

RankMDPLSPY
#1
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 3.62%
NVIDIA CORP (NVDA) - 8.10%
#2
KBR INC (KBR) - 3.60%
APPLE INC (AAPL) - 7.02%
#3
GENPACT LTD (G) - 3.55%
MICROSOFT CORP (MSFT) - 4.79%
#4
ZOETIS INC CLASS A (ZTS) - 3.54%
AMAZON.COM INC (AMZN) - 4.02%
#5
FACTSET RESEARCH SYSTEMS INC (FDS) - 3.53%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
BOOZ ALLEN HAMILTON HOLDING CORP CLASS A (BAH) - 3.50%
BROADCOM INC (AVGO) - 3.10%
#7
OSHKOSH CORP (OSK) - 3.45%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
HAMILTON LANE INC CLASS A (HLNE) - 3.43%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ACCENTURE PLC CLASS A (ACN) - 3.43%
TESLA INC (TSLA) - 1.89%
#10
H&R BLOCK INC (HRB) - 3.38%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 3.36%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
WILLIS TOWERS WATSON PLC (WTW) - 3.35%
ELI LILLY AND CO (LLY) - 1.31%
#13
AMDOCS LTD (DOX) - 3.34%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
BECTON DICKINSON & CO (BDX) - 3.33%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
BROWN & BROWN INC (BRO) - 3.32%
EXXON MOBIL CORP (XOM) - 0.97%
#16
GENERAL MILLS INC (GIS) - 3.30%
INTEL CORP (INTC) - 0.90%
#17
MARSH (MRSH) - 3.30%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
LEIDOS HOLDINGS INC (LDOS) - 3.29%
VISA INC CLASS A (V) - 0.85%
#19
COMCAST CORP CLASS A (CMCSA) - 3.29%
WALMART INC (WMT) - 0.81%
#20
ELEVANCE HEALTH INC (ELV) - 3.25%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
THE CIGNA GROUP (CI) - 3.24%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
INGREDION INC (INGR) - 3.23%
CATERPILLAR INC (CAT) - 0.66%
#23
MARATHON PETROLEUM CORP (MPC) - 3.23%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
LAMB WESTON HOLDINGS INC (LW) - 3.21%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
CHARLES SCHWAB CORP (SCHW) - 3.21%
ABBVIE INC (ABBV) - 0.58%
Total Holdings31505

MDPL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MDPL
-0.71%
Winner
SPY
+1.90%
3M
MDPL
-1.61%
Winner
SPY
+8.55%
6M
MDPL
-0.85%
Winner
SPY
+8.18%
1Y
MDPL
+4.86%
Winner
SPY
+25.79%
5Y(CAGR)
MDPL
N/A
SPY
+13.32%
10Y(CAGR)
MDPL
N/A
SPY
+15.19%
Max(CAGR)
MDPL
+2.67%
Winner
SPY
+8.47%

MDPL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMDPLSPY
2026-2.34%+8.26%
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 -6.21%. The current SPY drawdown is -2.90%.

RankMDPLSPY
#1-14.21%
Nov 29, 2024 - Aug 22, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-10.34%
Jan 15, 2026 - Mar 27, 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 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

Dividend Comparison (1999 - 2026)

MDPL vs SPY dividend yield comparison.

YearMDPLSPY
20260.29%0.24%
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%

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