Monarch Dividend Plus ETF (MDPL) belongs to the Mid Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with MDPL. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MDPL
MDPL charges 1.24% annually. There are 48 ETFs in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value ETF | 0.05% | 36.60B | Aug 2006 | MDPL vs VOE | |
| iShares Morningstar Mid-Cap ETF | 0.06% | 1.11B | Jun 2004 | MDPL vs IMCV | |
| Research Affiliates Deletions ETF | 0.09% | 34.44M | Sep 2024 | MDPL vs NIXT | |
| Vanguard S&P Mid-Cap 400 Value ETF | 0.10% | 1.40B | Sep 2010 | MDPL vs IVOV | |
| WisdomTree U.S. Value Fund | 0.12% | 3.08B | Feb 2007 | MDPL vs WTV |
Best Risk-Adjusted Alternatives to MDPL
MDPL has a PortfoliosLab risk / return rank of 9. There are 45 ETFs in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Equities for Rising Rates ETF | 89 | 32.31M | Jul 2017 | MDPL vs EQRR | |
| Invesco S&P Ultra Dividend Revenue ETF | 80 | 1.31B | Oct 2013 | MDPL vs RDIV | |
| Alpha Architect U.S. Quantitative Value ETF | 80 | 509.34M | Oct 2014 | MDPL vs QVAL | |
| First Trust Dorsey Wright Momentum & Value ETF | 79 | 46.39M | Sep 2018 | MDPL vs DVLU | |
| Bushido Capital US SMID Cap Equity ETF | 77 | — | May 2025 | MDPL vs RNIN |
Top Performing MDPL Alternatives (YTD)
MDPL is at -2.31% YTD. There are 46 ETFs in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Equities for Rising Rates ETF | 26.22% | 32.31M | Jul 2017 | MDPL vs EQRR | |
| Research Affiliates Deletions ETF | 24.11% | 34.44M | Sep 2024 | MDPL vs NIXT | |
| Bushido Capital US SMID Cap Equity ETF | 21.17% | — | May 2025 | MDPL vs RNIN | |
| Invesco High Yield Equity Dividend Achievers™ ETF | 19.01% | 1.11B | Dec 2004 | MDPL vs PEY | |
| Harbor Mid Cap Value ETF | 18.73% | 4.70M | May 2025 | MDPL vs EPMV |
Lowest Volatility Alternatives to MDPL
MDPL has 15.92% 1-year volatility. There are 43 ETFs in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 9.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Value Line Dividend Index Fund | 9.90% | 8.15B | Aug 2003 | MDPL vs FVD | |
| Global X Adaptive U.S. Factor ETF | 10.37% | 866.42M | Aug 2018 | MDPL vs AUSF | |
| SPDR S&P Dividend ETF | 10.51% | 21.52B | Nov 2005 | MDPL vs SDY | |
| Timothy Plan High Dividend Stock ETF | 10.59% | 341.43M | Apr 2019 | MDPL vs TPHD | |
| Global X SuperDividend U.S. ETF | 10.62% | 763.44M | Mar 2013 | MDPL vs DIV |
Lowest Drawdown Alternatives to MDPL
MDPL has a 1-year max drawdown of -12.38%. There are 44 ETFs in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.84%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Ultra Dividend Revenue ETF | -4.84% | 1.31B | Oct 2013 | MDPL vs RDIV | |
| ProShares Equities for Rising Rates ETF | -4.95% | 32.31M | Jul 2017 | MDPL vs EQRR | |
| Global X SuperDividend U.S. ETF | -5.23% | 763.44M | Mar 2013 | MDPL vs DIV | |
| Bushido Capital US SMID Cap Equity ETF | -5.70% | — | May 2025 | MDPL vs RNIN | |
| Global X Adaptive U.S. Factor ETF | -5.84% | 866.42M | Aug 2018 | MDPL vs AUSF |
Other ETFs from Monarch
The 2 most viewed Monarch ETFs shown here include MAMB, MPRO and span 2 categories. AUM among these funds goes as high as $262M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Monarch Ambassador Income ETF | Intermediate Core-Plus Bond | 38 | 0.82% | 187.26M | Mar 2021 | MDPL vs MAMB | |
| Monarch ProCap ETF | Diversified Portfolio | 64 | 7.24% | 261.92M | Mar 2021 | MDPL vs MPRO |
Often Compared With MDPL
Investors most often compare MDPL with DXUV, HGER, DBO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare MDPL with Any Fund or Stock
Compare MDPL with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MDPL with funds that move differently
Monarch Dividend Plus ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MDPL.
Explore MDPL Diversifiers