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MBCC vs. BBHL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MBCC vs. BBHL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Core ETF (MBCC) and BBH Select Large Cap ETF (BBHL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


MBCC

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

BBHL

1D
-0.38%
1M
3.91%
YTD
5.40%
6M
5.12%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MBCC vs. BBHL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core ETF (MBCC) and BBH Select Large Cap ETF (BBHL). 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.


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

MBCC vs. BBHL - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MBCCBBHLDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.26

Drawdowns

MBCC vs. BBHL - Drawdown Comparison


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Drawdown Indicators


MBCCBBHLDifference

Max Drawdown

Largest peak-to-trough decline

-11.99%

Current Drawdown

Current decline from peak

-0.53%

Average Drawdown

Average peak-to-trough decline

-3.01%

Volatility

MBCC vs. BBHL - Volatility Comparison


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Volatility by Period


MBCCBBHLDifference

Volatility (1Y)

Calculated over the trailing 1-year period

12.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.70%

MBCC vs. BBHL - Expense Ratio Comparison

MBCC has a 1.25% expense ratio, which is higher than BBHL's 0.71% expense ratio.


Dividends

MBCC vs. BBHL - Dividend Comparison

Neither MBCC nor BBHL has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


On fees, BBHL is cheaper at 0.71% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BBHL is cheaper with a 0.71% expense ratio, compared with 1.25% for MBCC.

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

MBCC tracks Kingsview Blue Chips Core Index, while BBHL tracks Actively Managed. They also come from different issuers: Kingsview Partners LLC and BBH. Their fees differ too: 1.25% for MBCC and 0.71% for BBHL.

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