MDPLvsNUDVETF Comparison
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Monarch Dividend Plus Index ETF (MDPL) belongs to the US Multi-Factor segment. Nuveen ESG Dividend ETF (NUDV) is part of the US High Dividend segment. MDPL's top 3 sector exposures are Finance, Technology and Healthcare. In contrast, NUDV's top sector exposures are Finance, Healthcare and Technology. MDPL is more expensive with a Total Expense Ratio (TER) of 1.19%, versus 0.26% for NUDV. MDPL is up 8.43% year-to-date (YTD) with -$24K in YTD flows. NUDV performs better with 12.48% YTD performance, and +$12M in YTD flows. Run a side-by-side ETF comparison of MDPL and NUDV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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MDPL vs NUDV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/18/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MDPL NUDV | -3.18%-2.69% | +15.84%+2.24% | +8.43%+12.48% | +9.23%+17.58% | n/a+52.75% | n/an/a |
| Flows | MDPL NUDV | -$614K+$3M | -$6M+$7M | -$24K+$12M | +$985K+$16M | -+$34M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MDPL NUDV | +18.73%+9.28% | +16.48%+10.19% | n/a+13.06% | n/an/a |
| Max drawdown | MDPL NUDV | -6.87%-4.13% | -12.26%-6.81% | n/a-16.48% | n/an/a |
| Max drawdown duration | MDPL NUDV | 25d23d | 193d81d | n/a323d | n/an/a |
Trading data
MDPL | NUDV | |
Last sale 9/18/2026 at 1:30 PM | $28.88 | $33.02 |
| Previous close 09/17/2026 | $29.19 | $33.18 |
| Consolidated volume 09/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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MDPL | NUDV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/18/2026 at 1:30 PM
Live
Closed
MDPL | NUDV | |
|---|---|---|
| Last price | $28.88 | $33.02 |
| 1D performance | -1.06% | -0.48% |
| AuM | $60.38 M | $53.04 M |
| E/R | 1.19% | 0.26% |
Characteristics
MDPL | NUDV | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Monarch Fund | Nuveen |
| Benchmark | Monarch Dividend Plus Index | TIAA ESG USA High Dividend Yield Index |
| N° of holdings | 30 | 85 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 6, 2024 | September 28, 2021 |
| ESG | No | Yes |
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Exposure
Countries
MDPL
USA
88.71%
Other
11.29%
NUDV
USA
93.91%
Other
6.09%
Sectors
MDPL
Finance
27.23%
Technology
21.54%
Healthcare
12.14%
Business Services
10.07%
Industrials
9.42%
Other
19.59%
NUDV
Finance
28.47%
Healthcare
13.88%
Technology
11.17%
Consumer Non-Cycl.
10.39%
Industrials
9.47%
Other
26.63%
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Diversification
MDPL
Total weight of top 15 holdings out of 15
53.18%
NUDV
Total weight of top 15 holdings out of 15
31.87%
Top 15 holdings
Data as of July 31, 2026
MDPL
Cognizant Technology Solutions Corp.
4.05%
Accenture Plc
3.71%
Genpact Ltd.
3.71%
Marathon Petroleum Corp.
3.65%
SS&C Technologies Holdings, Inc.
3.61%
Willis Towers Watson Plc
3.61%
Intuit, Inc.
3.53%
Lamb Weston Holdings, Inc.
3.52%
Stifel Financial Corp.
3.48%
Ameriprise Financial, Inc.
3.43%
Booz Allen Hamilton Holding Corp.
3.43%
Hamilton Lane, Inc.
3.42%
H&R Block, Inc.
3.38%
The Charles Schwab Corp.
3.33%
Amdocs Ltd.
3.31%
NUDV
The Coca-Cola Co.
2.71%
The Goldman Sachs Group, Inc.
2.58%
Morgan Stanley
2.38%
Merck & Co., Inc.
2.36%
Procter & Gamble Co.
2.32%
AbbVie, Inc.
2.14%
Cisco Systems, Inc.
2.13%
International Business Machines Corp.
2.09%
Union Pacific Corp.
2.01%
Verizon Communications, Inc.
2.00%
Deere & Co.
1.87%
U.S. Bancorp
1.82%
The PNC Financial Services Group, Inc.
1.82%
The Bank of New York Mellon Corp.
1.82%
Analog Devices, Inc.
1.81%
Frequently asked questions about MDPL and NUDV
How have the MDPL and NUDV ETFs performed in 2026?
As of September 18, 2026, MDPL is up 8.43% year-to-date (YTD), while NUDV has returned 12.48%. That puts NUDV better performer ahead so far this year.
Which ETF is attracting more investor money: MDPL or NUDV?
Year-to-date, the MDPL ETF saw -$24K in flows, compared to +$12M for NUDV.
Which ETF is more volatile: MDPL or NUDV?
Over the past year, MDPL had a volatility of 16.48%, while NUDV experienced 10.19%.
Which ETF is bigger: MDPL or NUDV?
As of September 18, 2026, MDPL holds $60.38 M in assets under management (AUM), while NUDV manages $53.04 M.
What sectors do the MDPL and NUDV ETFs invest in?
MDPL leans toward sectors like Finance, Technology and Healthcare. Meanwhile, NUDV focuses on Finance, Healthcare and Technology.
What are the top holdings of the MDPL ETF and NUDV ETF?
MDPL top holdings include Cognizant Technology Solutions Corp., Accenture Plc and Genpact Ltd.. NUDV holds in its top three: The Coca-Cola Co., The Goldman Sachs Group, Inc. and Morgan Stanley.
Which ETF is more diversified: MDPL or NUDV?
MDPL holds 30 securities with 53.18% of its assets in the top 15. NUDV has 85 securities and a top 15 weight of 31.87%.
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