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Compare MDPL vs. IVV
Compare shares and ETFs on the US stock markets that you can trade on Pearler.
Overview
When it comes to investing in the US stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the US stock exchanges are the Monarch Dividend Plus Index ETF (MDPL) and the iShares Core S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MDPL | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 749 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $793.64 |
Average age group | N/A | 26 - 35 |
Key Summary
MDPL | IVV | |
|---|---|---|
Strategy | MDPL was created on 2024-03-06 by Monarch. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 60.46m in AUM and 31 holdings. MDPL tracks an equal-weighted index of 30 dividend-paying stocks that are expected to provide dividend income and capital appreciation. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 751045.12m in AUM and 503 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | Marathon Petroleum Corp (3.76 %) Target Corp (3.67 %) Ovintiv Inc (3.62 %) | NVIDIA CORP (7.73 %) APPLE INC (6.64 %) MICROSOFT CORP (5.19 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.24 % | 0.03 % |
Key Summary
MDPL | IVV | |
|---|---|---|
Issuer | Monarch | iShares |
Tracking index | Monarch Dividend Plus Index - Benchmark TR Gross | S&P 500 |
Asset class | ETF | ETF |
Management fee | 1.24 % | 0.03 % |
Price | $25.52 USD | $665.64 USD |
Size | $56.848 million | $718.709 billion |
10Y return | N/A | 227.95 % |
Annual distribution yield (5Y) | 1.22 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
MDPL | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 749 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $793.64 |
Average age group | N/A | 26 - 35 |
Pros and Cons
MDPL | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
MDPL | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |