SURE vs MDPL

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

SURE vs MDPL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

SURE

$57M

MDPL

$57M

Expense Ratio

Winner

SURE

0.90%

MDPL

1.19%

Max Drawdown

SURE

35.68%

Winner

MDPL

14.78%

Sharpe Ratio

Winner

SURE

1.61

MDPL

0.09

5Y Beta

SURE

0.83

Winner

MDPL

0.50

P/E Ratio

SURE

20.04

Winner

MDPL

12.40

Forward P/E

SURE

16.72

Winner

MDPL

10.45

PEG Ratio

SURE

N/A

MDPL

0.07

5Y Dividends CAGR

SURE

20.56%

MDPL

N/A

5Y EPS CAGR

Winner

SURE

17.51%

MDPL

13.93%

Debt to Equity

SURE

19.03%

Winner

MDPL

-154.95%

P/S Ratio

SURE

2.08

Winner

MDPL

1.12

P/B Ratio

SURE

4.06

Winner

MDPL

2.50

SURE vs MDPL - Holdings Comparison

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

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

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

SURE vs MDPL - Historical Returns

Returns include dividend reinvestment.

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

SURE

+2.76%

Winner

MDPL

+7.06%

Winner

SURE

+9.23%

MDPL

-0.77%

Winner

SURE

+12.12%

MDPL

-4.45%

Winner

SURE

+27.74%

MDPL

+4.71%

5Y(CAGR)

SURE

+10.72%

MDPL

N/A

10Y(CAGR)

SURE

+11.15%

MDPL

N/A

Max(CAGR)

Winner

SURE

+13.33%

MDPL

+2.80%

SURE vs MDPL - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

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

SURE vs MDPL Drawdown Comparison

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

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

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

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

Correlation

Correlation between SURE and MDPL 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)

SURE vs MDPL dividend yield comparison.

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