BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

MDPLvsXUDVETF Comparison

ETF 1

MDPL

Monarch Dividend Plus Index ETF

This fund is part of

US Multi-Factor

+0.05%

Full MDPL fund page

VS

ETF 2

XUDV

Franklin US Dividend Booster Index ETF

This fund is part of

US High Dividend

+0.08%

Full XUDV fund page

Monarch Dividend Plus Index ETF (MDPL) belongs to the US Multi-Factor segment. Franklin US Dividend Booster Index ETF (XUDV) is part of the US High Dividend segment. MDPL's top 3 sector exposures are Financials, Information Technology and Health Care. In contrast, XUDV's top sector exposures are Financials, Consumer Staples and Information Technology. MDPL is more expensive with a Total Expense Ratio (TER) of 1.24%, versus 0.09% for XUDV. MDPL is down -1.83% year-to-date (YTD) with +$6M in YTD flows. XUDV performs better with 12.55% YTD performance, and +$3M in YTD flows. Run a side-by-side ETF comparison of MDPL and XUDV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

MDPL vs XUDV performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	MDPL XUDV	+3.80%+6.20%	-3.28%+7.37%	-1.83%+12.55%	+4.87%+28.67%	n/an/a	n/an/a
Flows	MDPL XUDV	+$2M+$1M	+$5M+$2M	+$6M+$3M	+$5M+$53M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	MDPL XUDV	+16.02%+11.24%	+15.12%+12.32%	n/an/a	n/an/a
Max drawdown	MDPL XUDV	-8.67%-5.09%	-10.26%-6.38%	n/an/a	n/an/a
Max drawdown duration	MDPL XUDV	79d47d	103d65d	n/an/a	n/an/a

Trading data

Create an account to view trading data

Join for free

	MDPL	XUDV
Last sale 4/30/2026 at 1:30 PM	$26.66	$30.26
Previous close 04/29/2026	$26.39	$29.52
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of April 29, 2026

1-year trailing difference

Create an account to view replication metrics

Join for free

Create an account to view replication quality

Join for free

	MDPL	XUDV
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/30/2026 at 1:30 PM

Live

Closed

	MDPL	XUDV
Last price	$26.66	$30.26
1D performance	+1.02%	+2.52%
AuM	$60.64 M	$62.03 M
E/R	1.24%	0.09%

Characteristics

	MDPL	XUDV
Management strategy	Passive	Passive
Provider	Monarch Fund	Franklin Templeton
Benchmark	Monarch Dividend Plus Index	VettaFi New Frontier U.S. Dividend Select Index
N° of holdings	30	90
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	March 6, 2024	January 22, 2025
ESG	No	No

More MDPL data on Trackinsight

More XUDV data on Trackinsight

Exposure

Countries

MDPL

USA

86.99%

Other

13.01%

XUDV

USA

95.79%

Other

4.21%

Sectors

MDPL

Financials

26.9%

Information Techn.

19.11%

Health Care

13.77%

Industrials

13.22%

Consumer Staples

9.49%

Energy

7.76%

Other

9.75%

XUDV

Financials

24.83%

Consumer Staples

11.77%

Information Techn.

11.07%

Health Care

9.35%

Energy

8.49%

Consumer Discreti.

8.21%

Other

26.28%

Diversification

MDPL

Total weight of top 15 holdings out of 15

52.34%

XUDV

Total weight of top 15 holdings out of 15

59.42%

Top 15 holdings

Data as of March 31, 2026

MDPL

OVINTIV INC

3.94%

MARATHON PETROLEUM

3.82%

MERCK & CO INC

3.60%

APOLLO GLOBAL MGMT INC

3.55%

SYNCHRONY FINANCIAL

3.53%

STIFEL FINANCIAL

3.50%

ELEVANCE HEALTH INC

3.50%

FEDEX

3.43%

H&R BLOCK

3.41%

CIGNA

3.40%

INGREDION

3.40%

FACTSET RESEARCH SYSTEMS

3.33%

WILLIS TOWERS WATSON

3.32%

AMERIPRISE FINANCE

3.31%

BOOZ ALLEN HAMILTON HOLDING

3.30%

XUDV

PFIZER

5.11%

BEST BUY

5.03%

VERIZON COMMUNICATIONS

4.99%

UNITED PARCEL SERVICE-CL

4.96%

THE KRAFT HEINZ COMPANY

4.81%

ALTRIA GROUP

4.75%

ONEOK

4.57%

HP

4.18%

LYONDELLBASELL INDUSTRIES

3.60%

ARES MANAGEMENT

3.49%

T ROWE PRICE

3.00%

BRISTOL-MYERS SQUIBB

2.90%

PRUDENTIAL FINL

2.72%

CME GROUP

2.67%

BLACKSTONE GROUP

2.65%

Frequently asked questions about MDPL and XUDV

How have the MDPL and XUDV ETFs performed in 2026?

As of April 28, 2026, MDPL is down -1.83% year-to-date (YTD), while XUDV has returned 12.55%. That puts XUDV better performer ahead so far this year.

Which ETF is attracting more investor money: MDPL or XUDV?

Year-to-date, the MDPL ETF saw +$6M in flows, compared to +$3M for XUDV.

Which ETF is more volatile: MDPL or XUDV?

Over the past year, MDPL had a volatility of 15.12%, while XUDV experienced 12.32%.

Which ETF is bigger: MDPL or XUDV?

As of April 28, 2026, MDPL holds $60.64 M in assets under management (AUM), while XUDV manages $62.03 M.

What sectors do the MDPL and XUDV ETFs invest in?

MDPL leans toward sectors like Financials, Information Technology and Health Care. Meanwhile, XUDV focuses on Financials, Consumer Staples and Information Technology.

What are the top holdings of the MDPL ETF and XUDV ETF?

MDPL top holdings include OVINTIV INC, MARATHON PETROLEUM and MERCK & CO INC. XUDV holds in its top three: PFIZER, BEST BUY and VERIZON COMMUNICATIONS.

MDPLvsXUDVETF Comparison

Monarch Dividend Plus Index ETF

Franklin US Dividend Booster Index ETF

MDPL vs XUDV performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the MDPL and XUDV ETFs performed in 2026?

As of April 28, 2026, MDPL is down -1.83% year-to-date (YTD), while XUDV has returned 12.55%. That puts XUDV better performer ahead so far this year.

Which ETF is attracting more investor money: MDPL or XUDV?

Year-to-date, the MDPL ETF saw +$6M in flows, compared to +$3M for XUDV.

Which ETF is more volatile: MDPL or XUDV?

Over the past year, MDPL had a volatility of 15.12%, while XUDV experienced 12.32%.

Which ETF is bigger: MDPL or XUDV?

As of April 28, 2026, MDPL holds $60.64 M in assets under management (AUM), while XUDV manages $62.03 M.

What sectors do the MDPL and XUDV ETFs invest in?

MDPL leans toward sectors like Financials, Information Technology and Health Care. Meanwhile, XUDV focuses on Financials, Consumer Staples and Information Technology.

What are the top holdings of the MDPL ETF and XUDV ETF?

MDPL top holdings include OVINTIV INC, MARATHON PETROLEUM and MERCK & CO INC. XUDV holds in its top three: PFIZER, BEST BUY and VERIZON COMMUNICATIONS.

Which ETF is more diversified: MDPL or XUDV?

MDPL holds 30 securities with 52.34% of its assets in the top 15. XUDV has 97 securities and a top 15 weight of 59.42%.

Expert-Built ETF Portfolios, All in One Place