HIS vs. MBCC

Last updated Jul 8, 2026

HIS (Humilis US Focused Opportunities ETF) and MBCC (Monarch Blue Chips Core Index ETF) are both Large Cap Blend Equities funds. HIS is actively managed, while MBCC is passively managed. HIS charges 0.54%/yr vs 1.14%/yr for MBCC.

Performance

HIS vs. MBCC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Humilis US Focused Opportunities ETF (HIS) and Monarch Blue Chips Core Index ETF (MBCC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

HIS

• 1D: -0.14%
• 1M: 0.85%
• 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)

HIS vs. MBCC - Yearly Performance Comparison

	2026 (YTD)
HIS Humilis US Focused Opportunities ETF	-2.19%
MBCC Monarch Blue Chips Core Index ETF	0.00%

Return for Risk

HIS vs. MBCC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Humilis US Focused Opportunities ETF (HIS) 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

HIS vs. MBCC - Drawdown Comparison

The maximum HIS drawdown since its inception was -6.38%, which is greater than MBCC's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for HIS and MBCC.

Drawdown Indicators

	HIS	MBCC	Difference
Max Drawdown Largest peak-to-trough decline	-6.38%	0.00%	-6.38%
Current Drawdown Current decline from peak	-2.61%	0.00%	-2.61%
Average Drawdown Average peak-to-trough decline	-2.73%	0.00%	-2.73%

Volatility

Volatility by Period

	HIS	MBCC	Difference
Volatility (1Y) Calculated over the trailing 1-year period	15.11%	0.00%	+15.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.11%	0.00%	+15.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.11%	0.00%	+15.11%

HIS vs. MBCC - Expense Ratio Comparison

HIS has a 0.54% expense ratio, which is lower than MBCC's 1.14% expense ratio.

Dividends

HIS vs. MBCC - Dividend Comparison

Neither HIS nor MBCC has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Which ETF is better, HIS or MBCC?

On fees, HIS is cheaper at 0.54% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, HIS or MBCC?

HIS is cheaper with a 0.54% expense ratio, compared with 1.14% for MBCC.

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

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

What is the main difference between HIS and MBCC?

They also come from different issuers: Humilis Investment Strategies and Monarch. Their fees differ too: 0.54% for HIS and 1.14% for MBCC.