AIUP vs. MBCC

Last updated Jul 8, 2026

AIUP (FINQ FIRST U.S. Large Cap AI-Managed Equity ETF) and MBCC (Monarch Blue Chips Core Index ETF) are both Large Cap Blend Equities funds. AIUP is actively managed, while MBCC is passively managed. AIUP charges 0.70%/yr vs 1.14%/yr for MBCC.

Performance

AIUP vs. MBCC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FINQ FIRST U.S. Large Cap AI-Managed Equity ETF (AIUP) and Monarch Blue Chips Core Index ETF (MBCC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

AIUP

• 1D: 0.53%
• 1M: 2.91%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MBCC

• 1D: 0.00%
• 1M: 0.00%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AIUP vs. MBCC - Yearly Performance Comparison

	2026 (YTD)
AIUP FINQ FIRST U.S. Large Cap AI-Managed Equity ETF	-0.10%
MBCC Monarch Blue Chips Core Index ETF	0.00%

Return for Risk

AIUP vs. MBCC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FINQ FIRST U.S. Large Cap AI-Managed Equity ETF (AIUP) and Monarch Blue Chips Core Index ETF (MBCC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

AIUP vs. MBCC - Drawdown Comparison

The maximum AIUP drawdown since its inception was -11.32%, which is greater than MBCC's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for AIUP and MBCC.

Drawdown Indicators

	AIUP	MBCC	Difference
Max Drawdown Largest peak-to-trough decline	-11.32%	0.00%	-11.32%
Current Drawdown Current decline from peak	-1.88%	0.00%	-1.88%
Average Drawdown Average peak-to-trough decline	-3.03%	0.00%	-3.03%

Volatility

Volatility by Period

	AIUP	MBCC	Difference
Volatility (1Y) Calculated over the trailing 1-year period	23.83%	0.00%	+23.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.83%	0.00%	+23.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.83%	0.00%	+23.83%

AIUP vs. MBCC - Expense Ratio Comparison

AIUP has a 0.70% expense ratio, which is lower than MBCC's 1.14% expense ratio.

Dividends

AIUP vs. MBCC - Dividend Comparison

Neither AIUP nor MBCC has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Which ETF is better, AIUP or MBCC?

On fees, AIUP is cheaper at 0.70% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AIUP or MBCC?

AIUP is cheaper with a 0.70% expense ratio, compared with 1.14% for MBCC.

Which ETF pays a higher dividend yield, AIUP or MBCC?

AIUP and MBCC have nearly identical dividend yields, around 0.00%.

What is the main difference between AIUP and MBCC?

They also come from different issuers: FINQ and Monarch. Their fees differ too: 0.70% for AIUP and 1.14% for MBCC.