BRES vs. MBCC

Last updated Jul 8, 2026

BRES (Burney U.S. Equity Select ETF) and MBCC (Monarch Blue Chips Core Index ETF) are both Large Cap Blend Equities funds. BRES is actively managed, while MBCC is passively managed. BRES charges 0.79%/yr vs 1.14%/yr for MBCC.

Performance

BRES vs. MBCC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Burney U.S. Equity Select ETF (BRES) and Monarch Blue Chips Core Index ETF (MBCC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BRES

• 1D: -0.48%
• 1M: 4.64%
• 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)

BRES vs. MBCC - Yearly Performance Comparison

	2026 (YTD)
BRES Burney U.S. Equity Select ETF	2.12%
MBCC Monarch Blue Chips Core Index ETF	0.00%

Return for Risk

BRES vs. MBCC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Burney U.S. Equity Select ETF (BRES) 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

BRES vs. MBCC - Drawdown Comparison

The maximum BRES drawdown since its inception was -9.14%, which is greater than MBCC's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BRES and MBCC.

Drawdown Indicators

	BRES	MBCC	Difference
Max Drawdown Largest peak-to-trough decline	-9.14%	0.00%	-9.14%
Current Drawdown Current decline from peak	-0.48%	0.00%	-0.48%
Average Drawdown Average peak-to-trough decline	-1.87%	0.00%	-1.87%

Volatility

Volatility by Period

	BRES	MBCC	Difference
Volatility (1Y) Calculated over the trailing 1-year period	15.72%	0.00%	+15.72%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.72%	0.00%	+15.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.72%	0.00%	+15.72%

BRES vs. MBCC - Expense Ratio Comparison

BRES has a 0.79% expense ratio, which is lower than MBCC's 1.14% expense ratio.

Dividends

BRES vs. MBCC - Dividend Comparison

BRES's dividend yield for the trailing twelve months is around 0.16%, while MBCC has not paid dividends to shareholders.

Position	TTM
BRES Burney U.S. Equity Select ETF	0.16%
MBCC Monarch Blue Chips Core Index ETF	0.00%

Frequently Asked Questions

Which ETF is better, BRES or MBCC?

On fees, BRES is cheaper at 0.79% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BRES or MBCC?

BRES is cheaper with a 0.79% expense ratio, compared with 1.14% for MBCC.

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

BRES has the higher dividend yield at 0.16%, compared with 0.00% for MBCC.

What is the main difference between BRES and MBCC?

They also come from different issuers: Burney and Monarch. Their fees differ too: 0.79% for BRES and 1.14% for MBCC.