MDPL vs. IYZ ETF Comparison

Comparison of Monarch Dividend Plus Index ETF (MDPL) to iShares U.S. Telecommunications ETF (IYZ)

MDPL

Monarch Dividend Plus Index ETF

MDPL Description

MPDL tracks an equal-weighted index of 30 dividend-paying US stocks that are expected to provide dividend income and capital appreciation.

Grade (RS Rating)

Last Trade

$27.13

Average Daily Volume

4,827

Number of Holdings ^*

30

* may have additional holdings in another (foreign) market

IYZ

iShares U.S. Telecommunications ETF

IYZ Description

The investment seeks to track the investment results of an index composed of U.S. equities in the telecommunications sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Telecommunications Index (the "underlying index"), which measures the performance of the telecommunications sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$27.18

Average Daily Volume

814,479

Number of Holdings ^*

20

* may have additional holdings in another (foreign) market

Performance

Period	MDPL	IYZ
30 Days	2.63%	5.45%
60 Days	2.28%	10.43%
90 Days	3.10%	16.16%
12 Months		30.08%

1 Overlapping Holdings

	Symbol	Grade	Weight in MDPL	Weight in IYZ	Overlap
	CMCSA	B	3.32%	4.41%	3.32%

MDPL Overweight 29 Positions Relative to IYZ

	Symbol	Grade	Weight
	OVV	B	3.53%
	TAP	C	3.52%
	OC	A	3.47%
	GPC	D	3.44%
	CVS	D	3.42%
	CI	D	3.41%
	FANG	C	3.39%
	DG	F	3.39%
	JNJ	C	3.37%
	AMCR	C	3.36%
	WTW	B	3.35%
	CABO	B	3.34%
	ALSN	B	3.34%
	SSNC	B	3.33%
	SON	F	3.33%
	NXST	C	3.31%
	MKTX	D	3.3%
	RGLD	C	3.3%
	G	B	3.29%
	HSY	F	3.28%
	KR	B	3.28%
	GPK	C	3.26%
	SJM	D	3.24%
	CTSH	B	3.24%
	STLD	B	3.21%
	ELV	F	3.21%
	MRK	D	3.18%
	CAG	F	3.17%
	IPG	D	3.12%

MDPL Underweight 19 Positions Relative to IYZ

	Symbol	Grade	Weight
	CSCO	B	-17.04%
	VZ	C	-12.54%
	T	A	-11.76%
	UI	B	-5.65%
	LITE	B	-5.18%
	TMUS	B	-4.42%
	LBRDK	C	-4.34%
	CIEN	C	-4.32%
	ANET	C	-4.12%
	CHTR	C	-4.1%
	MSI	B	-4.06%
	IRDM	D	-3.59%
	ROKU	D	-3.5%
	JNPR	D	-3.31%
	FYBR	C	-3.19%
	SNRE	D	-1.49%
	LBTYA	F	-1.06%
	LBTYK	A	-1.04%
	LBRDA	C	-0.65%

MDPL: Top Represented Industries & Keywords

Industries: Health Care Plans Packaging & Containers Drug Manufacturers - Major Oil & Gas E&P Packaged Foods Advertising Agencies Auto Parts Beverages - Brewers Broadcasting - TV Building Materials Business Services Capital Markets Confectioners Discount Stores Gold Grocery Stores Information Technology Services Insurance Brokers Pay TV Software - Infrastructure

Keywords: S&P 500 Insurance Beverage Condiment Containers Food Products Metals Milk Nasdaq 100 Pharmaceutical Products Technology Services Automotive Products Baking Beer Beverage Products Building Materials Business Consulting Business Process Outsourcing CRM Cable TV

IYZ: Top Represented Industries & Keywords

Industries: Pay TV Communication Equipment Telecom Services Computer Systems

Keywords: Broadband Telecommunications S&P 500 Internet Access Ethernet Information And Communications Technology Video Services Computer Network Computer Networking Nasdaq 100 Virgin Media Backhaul Cable Television Companies Computing High Speed Internet Internet Service Provider Internet Services Network Infrastructure VoIP Voice And Data