MDPL vs SURE

Comparison between MONARCH DIVIDEND PLUS INDEX ETF (MDPL, ETF) and ADVISORSHARES INSIDER ADVANTAGE ETF (SURE, ETF).

MDPL vs SURE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MDPL(ETF)	SURE(ETF)
Net Assets	$57M	$57M
Expense Ratio	1.19%	0.90%
Max Drawdown	14.78%	35.68%
Sharpe Ratio	0.09	1.61
5Y Beta	0.50	0.83
P/E Ratio	12.40	20.04
Forward P/E	10.45	16.72
PEG Ratio	0.07	N/A
5Y Dividends CAGR	N/A	20.56%
5Y EPS CAGR	13.93%	17.51%
Debt to Equity	-154.95%	19.03%
P/S Ratio	1.12	2.08
P/B Ratio	2.50	4.06

Net Assets

MDPL

$57M

Winner

SURE

$57M

Expense Ratio

MDPL

1.19%

Winner

SURE

0.90%

Max Drawdown

Winner

MDPL

14.78%

SURE

35.68%

Sharpe Ratio

MDPL

0.09

Winner

SURE

1.61

5Y Beta

Winner

MDPL

0.50

SURE

0.83

P/E Ratio

Winner

MDPL

12.40

SURE

20.04

Forward P/E

Winner

MDPL

10.45

SURE

16.72

PEG Ratio

MDPL

0.07

SURE

N/A

5Y Dividends CAGR

MDPL

N/A

SURE

20.56%

5Y EPS CAGR

MDPL

13.93%

Winner

SURE

17.51%

Debt to Equity

Winner

MDPL

-154.95%

SURE

19.03%

P/S Ratio

Winner

MDPL

1.12

SURE

2.08

P/B Ratio

Winner

MDPL

2.50

SURE

4.06

MDPL vs SURE - Holdings Comparison

MDPL and SURE have 4 common holdings. Overlap is 3.02%

MDPL's top 25 holdings weight is 83.98%. SURE's top 25 holdings weight is 34.30%.

Rank	MDPL	SURE
#1	MARATHON PETROLEUM CORP (MPC) - 3.74%	SEZZLE INC (SEZL) - 1.99%
#2	AMERIPRISE FINANCIAL INC (AMP) - 3.48%	MARVELL TECHNOLOGY INC (MRVL) - 1.90%
#3	THE CIGNA GROUP (CI) - 3.46%	APPLIED MATERIALS INC (AMAT) - 1.79%
#4	MATADOR RESOURCES CO (MTDR) - 3.43%	DAVITA INC (DVA) - 1.72%
#5	STIFEL FINANCIAL CORP (SF) - 3.42%	FORTINET INC (FTNT) - 1.68%
#6	CHARLES SCHWAB CORP (SCHW) - 3.42%	IRIDIUM COMMUNICATIONS INC (IRDM) - 1.60%
#7	HAMILTON LANE INC CLASS A (HLNE) - 3.39%	LAM RESEARCH CORP (LRCX) - 1.56%
#8	INTUIT INC (INTU) - 3.37%	KFORCE INC (KFRC) - 1.44%
#9	H&R BLOCK INC (HRB) - 3.36%	EVERQUOTE INC CLASS A (EVER) - 1.42%
#10	ELEVANCE HEALTH INC (ELV) - 3.36%	KLA CORP (KLAC) - 1.34%
#11	COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 3.36%	CATERPILLAR INC (CAT) - 1.29%
#12	SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 3.35%	ENOVA INTERNATIONAL INC (ENVA) - 1.28%
#13	OSHKOSH CORP (OSK) - 3.35%	PAYONEER GLOBAL INC (PAYO) - 1.26%
#14	BOOZ ALLEN HAMILTON HOLDING CORP CLASS A (BAH) - 3.34%	DAVE INC ORDINARY SHARES CLASS A (DAVE) - 1.26%
#15	GENPACT LTD (G) - 3.33%	ALBANY INTERNATIONAL CORP (AIN) - 1.23%
#16	LAMB WESTON HOLDINGS INC (LW) - 3.32%	CROCS INC (CROX) - 1.22%
#17	APOLLO GLOBAL MANAGEMENT INC (APO) - 3.32%	MURPHY USA INC (MUSA) - 1.18%
#18	FACTSET RESEARCH SYSTEMS INC (FDS) - 3.32%	MONARCH CASINO & RESORT INC (MCRI) - 1.18%
#19	WILLIS TOWERS WATSON PLC (WTW) - 3.31%	ELEVANCE HEALTH INC (ELV) - 1.17%
#20	INGREDION INC (INGR) - 3.30%	STAGWELL INC ORDINARY SHARES CLASS A (STGW) - 1.17%
#21	AMDOCS LTD (DOX) - 3.30%	QUALCOMM INC (QCOM) - 1.15%
#22	MARSH (MRSH) - 3.27%	ENCORE CAPITAL GROUP INC (ECPG) - 1.12%
#23	ZOETIS INC CLASS A (ZTS) - 3.25%	UNITED RENTALS INC (URI) - 1.12%
#24	ACCENTURE PLC CLASS A (ACN) - 3.22%	FRESHWORKS INC ORDINARY SHARES CLASS A (FRSH) - 1.12%
#25	LEIDOS HOLDINGS INC (LDOS) - 3.21%	BREAD FINANCIAL HOLDINGS INC (BFH) - 1.11%
Total Holdings	31	102

MDPL vs SURE - Historical Returns

Returns include dividend reinvestment.

Period	MDPL	SURE
1 month	+7.06%	+2.76%
3 months	-0.77%	+9.23%
6 months	-4.45%	+12.12%
1 year	+4.71%	+27.74%
5 years(CAGR)	N/A	+10.72%
10 years(CAGR)	N/A	+11.15%
Max(CAGR)	+2.80%	+13.33%

Winner

MDPL

+7.06%

SURE

+2.76%

MDPL

-0.77%

Winner

SURE

+9.23%

MDPL

-4.45%

Winner

SURE

+12.12%

MDPL

+4.71%

Winner

SURE

+27.74%

5Y(CAGR)

MDPL

N/A

SURE

+10.72%

10Y(CAGR)

MDPL

N/A

SURE

+11.15%

Max(CAGR)

MDPL

+2.80%

Winner

SURE

+13.33%

MDPL vs SURE - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	MDPL	SURE
2026	-1.72%	+15.95%
2025	+7.44%	+11.05%
2024	+0.33%	+12.64%
2023	N/A	+25.16%
2022	N/A	-12.09%
2021	N/A	+25.01%
2020	N/A	+8.13%
2019	N/A	+27.58%
2018	N/A	-17.27%
2017	N/A	+12.02%
2016	N/A	+20.73%
2015	N/A	-1.33%
2014	N/A	+16.05%
2013	N/A	+39.47%
2012	N/A	+12.56%
2011	N/A	+12.49%

MDPL vs SURE Drawdown Comparison

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

The maximum drawdown for SURE was -35.68%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.

The current MDPL drawdown is -5.62%. The current SURE drawdown is -0.75%.

Rank	MDPL	SURE
#1	-14.21% Nov 29, 2024 - Aug 22, 2025	-35.68% Feb 12, 2020 - Nov 13, 2020
#2	-12.38% Jan 15, 2026 - Jun 25, 2026	-25.07% Jan 26, 2018 - Dec 18, 2019
#3	-8.88% Aug 22, 2025 - Jan 6, 2026	-23.75% Jan 14, 2022 - Jul 31, 2023
#4	-6.77% Mar 28, 2024 - Jul 29, 2024	-21.55% Nov 26, 2024 - Sep 11, 2025
#5	-6.26% Jul 31, 2024 - Sep 19, 2024	-15.94% May 21, 2015 - Aug 15, 2016
#6	-3.33% Oct 16, 2024 - Nov 6, 2024	-11.43% Sep 18, 2012 - Feb 7, 2013
#7	-2.85% Nov 11, 2024 - Nov 22, 2024	-9.83% Apr 2, 2012 - Aug 9, 2012
#8	-1.18% Jan 6, 2026 - Jan 8, 2026	-9.81% Aug 1, 2023 - Dec 1, 2023
#9	-1.09% Sep 19, 2024 - Sep 27, 2024	-9.39% Oct 28, 2011 - Jan 13, 2012
#10	-0.97% Jan 9, 2026 - Jan 14, 2026	-7.98% Jul 16, 2024 - Sep 19, 2024
#11	-0.93% Mar 13, 2024 - Mar 20, 2024	-7.32% Nov 5, 2021 - Jan 4, 2022
#12	-0.91% Sep 30, 2024 - Oct 11, 2024	-7.28% Sep 5, 2014 - Oct 30, 2014
#13	-0.88% Mar 21, 2024 - Mar 27, 2024	-7.10% Mar 2, 2026 - Apr 17, 2026
#14	-0.45% Oct 14, 2024 - Oct 16, 2024	-6.62% Jun 1, 2021 - Oct 20, 2021
#15	-0.33% Nov 6, 2024 - Nov 11, 2024	-6.34% Mar 28, 2024 - Jul 16, 2024

Correlation

Correlation between MDPL and SURE is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2011 - 2026)

MDPL vs SURE dividend yield comparison.

Year	MDPL	SURE
2026	0.62%	0.00%
2025	1.42%	1.01%
2024	1.02%	0.68%
2023	0.00%	1.11%
2022	0.00%	1.72%
2021	0.00%	1.08%
2020	0.00%	1.28%
2019	0.00%	1.09%
2018	0.00%	1.26%
2017	0.00%	0.65%
2016	0.00%	1.14%
2015	0.00%	0.77%
2014	0.00%	0.61%
2013	0.00%	0.32%
2012	0.00%	0.99%
2011	0.00%	0.05%