FITZ vs. MBCE

Last updated Jun 18, 2026

FITZ (Fitz-Gerald Must Have Portfolio ETF) and MBCE (Monarch Blue Chips Elite Index ETF) are both Large Cap Growth Equities funds. FITZ is actively managed, while MBCE is passively managed. Their correlation of 0.80 suggests significant overlap in exposure. FITZ charges 0.75%/yr vs 1.14%/yr for MBCE.

Performance

FITZ vs. MBCE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fitz-Gerald Must Have Portfolio ETF (FITZ) and Monarch Blue Chips Elite Index ETF (MBCE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FITZ

• 1D: -0.50%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MBCE

• 1D: 0.13%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

FITZ vs. MBCE - Yearly Performance Comparison

	2026 (YTD)
FITZ Fitz-Gerald Must Have Portfolio ETF	-4.25%
MBCE Monarch Blue Chips Elite Index ETF	0.10%

Correlation

The correlation between FITZ and MBCE is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 3, 2026	0.80

Return for Risk

FITZ vs. MBCE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fitz-Gerald Must Have Portfolio ETF (FITZ) and Monarch Blue Chips Elite Index ETF (MBCE). 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

FITZ vs. MBCE - Drawdown Comparison

The maximum FITZ drawdown since its inception was -6.62%, smaller than the maximum MBCE drawdown of -7.04%. Use the drawdown chart below to compare losses from any high point for FITZ and MBCE.

Drawdown Indicators

	FITZ	MBCE	Difference
Max Drawdown Largest peak-to-trough decline	-6.62%	-7.04%	+0.42%
Current Drawdown Current decline from peak	-5.04%	-2.41%	-2.63%
Average Drawdown Average peak-to-trough decline	-3.30%	-3.07%	-0.23%

Volatility

Volatility by Period

	FITZ	MBCE	Difference
Volatility (1Y) Calculated over the trailing 1-year period	19.24%	48.61%	-29.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.24%	48.61%	-29.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.24%	48.61%	-29.37%

FITZ vs. MBCE - Expense Ratio Comparison

FITZ has a 0.75% expense ratio, which is lower than MBCE's 1.14% expense ratio.

Dividends

FITZ vs. MBCE - Dividend Comparison

Neither FITZ nor MBCE has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both FITZ and MBCE in my portfolio?

FITZ and MBCE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, FITZ or MBCE?

On fees, FITZ is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, FITZ or MBCE?

FITZ is cheaper with a 0.75% expense ratio, compared with 1.14% for MBCE.

Which ETF pays a higher dividend yield, FITZ or MBCE?

FITZ and MBCE have nearly identical dividend yields, around 0.00%.

What is the main difference between FITZ and MBCE?

They also come from different issuers: Nicholas and Kingsview Partners LLC. Their fees differ too: 0.75% for FITZ and 1.14% for MBCE.