MDPL vs WSGE
Comparison between MONARCH DIVIDEND PLUS INDEX ETF (MDPL, ETF) and WARREN STREET GLOBAL EQUITY ETF (WSGE, ETF).
MDPL vs WSGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MDPL
$61M
WSGE
$61M
Expense Ratio
MDPL
1.24%
Winner
WSGE
0.80%
Max Drawdown
MDPL
14.78%
Winner
WSGE
9.25%
Sharpe Ratio
MDPL
-0.02
Winner
WSGE
1.19
5Y Beta
Winner
MDPL
0.52
WSGE
1.12
P/E Ratio
MDPL
12.16
WSGE
N/A
Forward P/E
MDPL
10.33
WSGE
N/A
PEG Ratio
MDPL
0.07
WSGE
N/A
5Y EPS CAGR
MDPL
13.15%
WSGE
N/A
Debt to Equity
MDPL
-155.09%
WSGE
N/A
P/S Ratio
MDPL
1.09
WSGE
N/A
P/B Ratio
MDPL
2.52
WSGE
N/A
MDPL vs WSGE - Holdings Comparison
MDPL and WSGE have 2 common holdings. Overlap is 0.02%
MDPL's top 25 holdings weight is 84.28%. WSGE's top 25 holdings weight is 73.57%.
| Rank | MDPL | WSGE |
|---|---|---|
| #1 | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) - 3.62% | ISHARES GLOBAL EQUITY FACTOR ETF (GLOF) - 16.79% |
| #2 | KBR INC (KBR) - 3.60% | VANGUARD S&P 500 ETF (VOO) - 9.33% |
| #3 | GENPACT LTD (G) - 3.55% | ISHARES MSCI ACWI EX US ETF (ACWX) - 8.08% |
| #4 | ZOETIS INC CLASS A (ZTS) - 3.54% | ISHARES CORE S&P 500 ETF (IVV) - 5.57% |
| #5 | FACTSET RESEARCH SYSTEMS INC (FDS) - 3.53% | AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) - 4.19% |
| #6 | BOOZ ALLEN HAMILTON HOLDING CORP CLASS A (BAH) - 3.50% | n/a (SPDW) - 3.76% |
| #7 | OSHKOSH CORP (OSK) - 3.45% | n/a (QEFA) - 3.32% |
| #8 | HAMILTON LANE INC CLASS A (HLNE) - 3.43% | WISDOMTREE EMMKTS EX-STT-OWND ENTRPRSETF (XSOE) - 2.42% |
| #9 | ACCENTURE PLC CLASS A (ACN) - 3.43% | VANGUARD TOTAL WORLD STOCK ETF (VT) - 2.23% |
| #10 | H&R BLOCK INC (HRB) - 3.38% | STATE STREET® SPDR® S&P 500® ETF (SPY) - 1.96% |
| #11 | SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 3.36% | ISHARES CORE S&P MID-CAP ETF (IJH) - 1.93% |
| #12 | WILLIS TOWERS WATSON PLC (WTW) - 3.35% | STATE STREET SPDR PORT S&P 600 SM CPETF (SPSM) - 1.59% |
| #13 | AMDOCS LTD (DOX) - 3.34% | ALPHA ARCHITECT INTL QUANT VAL ETF (IVAL) - 1.19% |
| #14 | BECTON DICKINSON & CO (BDX) - 3.33% | AMAZON.COM INC (AMZN) - 1.13% |
| #15 | BROWN & BROWN INC (BRO) - 3.32% | ALPHA ARCHITECT US QUANTITATIVE VAL ETF (QVAL) - 1.10% |
| #16 | GENERAL MILLS INC (GIS) - 3.30% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 1.03% |
| #17 | MARSH (MRSH) - 3.30% | STATE STREET SPDR PORT S&P 500 GR ETF (SPYG) - 0.98% |
| #18 | LEIDOS HOLDINGS INC (LDOS) - 3.29% | WALMART INC (WMT) - 0.96% |
| #19 | COMCAST CORP CLASS A (CMCSA) - 3.29% | ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) - 0.94% |
| #20 | ELEVANCE HEALTH INC (ELV) - 3.25% | COMFORT SYSTEMS USA INC (FIX) - 0.91% |
| #21 | THE CIGNA GROUP (CI) - 3.24% | ISHARES ESG AWARE MSCI EAFE ETF (ESGD) - 0.88% |
| #22 | INGREDION INC (INGR) - 3.23% | XPO INC (XPO) - 0.87% |
| #23 | MARATHON PETROLEUM CORP (MPC) - 3.23% | ISHARES EDGE MSCI INTL VALUE FACTOR ETF (IVLU) - 0.83% |
| #24 | LAMB WESTON HOLDINGS INC (LW) - 3.21% | STATE STREET SPDR PORT S&P 500 VAL ETF (SPYV) - 0.80% |
| #25 | CHARLES SCHWAB CORP (SCHW) - 3.21% | STATE STREET SPDR PORT S&P 400 MD CPETF (SPMD) - 0.78% |
| Total Holdings | 31 | 204 |
MDPL vs WSGE - Historical Returns
Returns include dividend reinvestment.
1M
MDPL
+0.98%
Winner
WSGE
+2.01%
3M
MDPL
+3.84%
Winner
WSGE
+11.88%
6M
MDPL
-2.86%
Winner
WSGE
+11.76%
1Y
MDPL
+3.11%
WSGE
N/A
Max(CAGR)
MDPL
+2.70%
Winner
WSGE
+24.56%
MDPL vs WSGE - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | MDPL | WSGE |
|---|---|---|
| 2026 | -2.23% | +10.78% |
| 2025 | +7.44% | +0.31% |
| 2024 | +0.33% | N/A |
MDPL vs WSGE Drawdown Comparison
The maximum drawdown for MDPL was -14.21%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.
The maximum drawdown for WSGE was -9.25%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.
The current MDPL drawdown is -6.10%. The current WSGE drawdown is -1.27%.
| Rank | MDPL | WSGE |
|---|---|---|
| #1 | -14.21% Nov 29, 2024 - Aug 22, 2025 | -9.25% Feb 25, 2026 - Apr 14, 2026 |
| #2 | -10.34% Jan 15, 2026 - Mar 27, 2026 | -4.06% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -8.88% Aug 22, 2025 - Jan 6, 2026 | -2.69% Dec 11, 2025 - Dec 23, 2025 |
| #4 | -6.77% Mar 28, 2024 - Jul 29, 2024 | -2.21% May 14, 2026 - May 26, 2026 |
| #5 | -6.26% Jul 31, 2024 - Sep 19, 2024 | -2.14% Jan 27, 2026 - Feb 6, 2026 |
| #6 | -3.33% Oct 16, 2024 - Nov 6, 2024 | -1.82% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -2.85% Nov 11, 2024 - Nov 22, 2024 | -1.51% Apr 17, 2026 - Apr 30, 2026 |
| #8 | -1.18% Jan 6, 2026 - Jan 8, 2026 | -1.48% Feb 11, 2026 - Feb 25, 2026 |
| #9 | -1.09% Sep 19, 2024 - Sep 27, 2024 | -1.25% Dec 24, 2025 - Jan 6, 2026 |
| #10 | -0.97% Jan 9, 2026 - Jan 14, 2026 | -1.02% May 6, 2026 - May 14, 2026 |
| #11 | -0.93% Mar 13, 2024 - Mar 20, 2024 | -0.83% Apr 30, 2026 - May 5, 2026 |
| #12 | -0.91% Sep 30, 2024 - Oct 11, 2024 | -0.56% Jan 6, 2026 - Jan 9, 2026 |
| #13 | -0.88% Mar 21, 2024 - Mar 27, 2024 | -0.26% Feb 9, 2026 - Feb 11, 2026 |
| #14 | -0.45% Oct 14, 2024 - Oct 16, 2024 | -0.20% May 26, 2026 - May 28, 2026 |
| #15 | -0.33% Nov 6, 2024 - Nov 11, 2024 | N/A |
Correlation
Correlation between MDPL and WSGE is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.
0.02
-101
Dividend Comparison (2024 - 2026)
MDPL vs WSGE dividend yield comparison.
| Year | MDPL | WSGE |
|---|---|---|
| 2026 | 0.29% | 0.00% |
| 2025 | 1.42% | 0.27% |
| 2024 | 1.02% | 0.00% |
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