MDPL vs. KIE ETF Comparison

Comparison of Monarch Dividend Plus Index ETF (MDPL) to SPDR S&P Insurance ETF (KIE)

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 ^*

* may have additional holdings in another (foreign) market

KIE

SPDR S&P Insurance ETF

KIE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$60.36

Average Daily Volume

1,053,719

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	MDPL	KIE
30 Days	2.63%	5.16%
60 Days	2.28%	7.23%
90 Days	3.10%	9.79%
12 Months		36.80%

1 Overlapping Holdings

	Symbol	Grade	Weight in MDPL	Weight in KIE	Overlap
	WTW	B	3.35%	2.02%	2.02%

MDPL Overweight 29 Positions Relative to KIE

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%
CABO	B	3.34%
ALSN	B	3.34%
SSNC	B	3.33%
SON	F	3.33%
CMCSA	B	3.32%
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 49 Positions Relative to KIE

Symbol	Grade	Weight
GSHD	A	-2.49%
UNM	A	-2.45%
BHF	C	-2.23%
LNC	C	-2.21%
KMPR	A	-2.2%
CNO	B	-2.2%
PRI	B	-2.17%
RLI	A	-2.15%
AGO	B	-2.13%
AIZ	A	-2.09%
WTM	A	-2.08%
THG	A	-2.07%
RYAN	A	-2.06%
CINF	A	-2.05%
AXS	A	-2.04%
MKL	A	-2.04%
SIGI	C	-2.03%
PRU	A	-2.02%
AON	A	-2.02%
MET	A	-2.02%
GNW	A	-2.02%
TRV	B	-2.01%
RGA	A	-2.0%
ORI	A	-1.99%
PFG	D	-1.98%
BRO	B	-1.98%
L	A	-1.97%
AFG	A	-1.97%
GL	C	-1.96%
ALL	A	-1.94%
AIG	B	-1.93%
WRB	A	-1.91%
KNSL	B	-1.9%
PGR	A	-1.88%
FNF	B	-1.88%
ESGR	B	-1.88%
HIG	B	-1.88%
AFL	B	-1.88%
AJG	A	-1.85%
CB	C	-1.85%
RNR	C	-1.85%
FAF	A	-1.82%
MMC	B	-1.8%
EG	C	-1.78%
PLMR	A	-1.75%
ACGL	C	-1.66%
ERIE	D	-1.45%
STC	B	-1.38%
OSCR	D	-1.33%