Monarch ETF List
Here you can find all ETFs issued by Monarch and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of ETFs
- 7
- Avg. Expense Ratio
- 1.30%
- Avg. 1 Year Return
- 16.70%
- Avg. 5 Year Return
- 2.85%
- Median Risk/Return Score
- 60 / 100
Monarch ETF List
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Monarch Blue Chips Elite Index ETF | Large Cap Growth Equities | Mar 23, 2021 | 1.14% | — | — | 0.00% | — | ||||||||
| Monarch Dividend Plus ETF | Mid Cap Value Equities | Mar 6, 2024 | 1.24% | 5.23% | — | 1.46% | 28 | ||||||||
| Monarch Select Subsector ETF | Mid Cap Blend Equities | Mar 6, 2024 | 1.43% | 17.46% | — | 0.28% | 74 | ||||||||
| Monarch Volume Factor Global Unconstrained ETF | Global Equities | Mar 6, 2024 | 1.42% | 13.16% | — | 1.52% | 59 |
Explore top Monarch ETF Categories and Asset Classes
Best Monarch ETFs by Risk/Return Score
The top Monarch ETFs by PortfoliosLab Risk/Return Score are MSSS (74) and MPRO (70).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Monarch Select Subsector ETF | 74 | — | Mar 2024 | |
| Monarch ProCap ETF | 70 | 256.20M | Mar 2021 | |
| Monarch Volume Factor Dividend Tree ETF | 61 | — | Mar 2024 | |
| Monarch Volume Factor Global Unconstrained ETF | 59 | — | Mar 2024 | |
| Monarch Ambassador Income ETF | 34 | 191.62M | Mar 2021 |
Best-Performing Monarch ETFs Over 5 Years
The top Monarch ETFs is MPRO (5.54%).
Across the lineup, Monarch ETFs show an average 1-year return of 16.70% and an average 5-year return of 2.85%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Monarch ProCap ETF | 5.54% | 256.20M | Mar 2021 | |
| Monarch Ambassador Income ETF | 0.16% | 191.62M | Mar 2021 |
Lowest-Cost Monarch ETFs
The top Monarch ETFs is MBCE (1.14%).
With an average expense ratio of 1.30%, Monarch ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Monarch Blue Chips Elite Index ETF | 1.14% | 184.92M | Mar 2021 | |
| Monarch ProCap ETF | 1.17% | 256.20M | Mar 2021 | |
| Monarch Volume Factor Dividend Tree ETF | 1.19% | — | Mar 2024 | |
| Monarch Dividend Plus ETF | 1.24% | — | Mar 2024 | |
| Monarch Volume Factor Global Unconstrained ETF | 1.42% | — | Mar 2024 |
Highest-Yield Monarch ETFs
The top Monarch ETFs is MAMB (2.71%).
Across the lineup, Monarch ETFs show an average dividend yield of 1.35%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Monarch Ambassador Income ETF | 2.71% | 191.62M | Mar 2021 | |
| Monarch ProCap ETF | 1.95% | 256.20M | Mar 2021 | |
| Monarch Volume Factor Global Unconstrained ETF | 1.52% | — | Mar 2024 | |
| Monarch Volume Factor Dividend Tree ETF | 1.51% | — | Mar 2024 | |
| Monarch Dividend Plus ETF | 1.46% | — | Mar 2024 |
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Top ETFs Comparisons
Compare the top ETFs symbols based on PortfoliosLab usage data.
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years