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MBCC vs. BIBL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MBCC vs. BIBL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Core ETF (MBCC) and Inspire 100 ETF (BIBL). 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*

BIBL

1D
0.42%
1M
5.68%
YTD
23.84%
6M
22.77%
1Y
40.34%
3Y*
22.20%
5Y*
10.11%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MBCC vs. BIBL - Sectors Allocation Comparison


Sectors
MBCC
BIBL

Technology

38.7%
30.1%

Healthcare

14.4%
4.3%

Financial Services

12.1%
8.3%

Consumer Cyclical

11.5%
0.3%

Real Estate

7.9%
14.7%

Communication Services

7.8%

-

Consumer Defensive

4.2%
0.5%

Industrials

3.4%
26.8%

Basic Materials

-

4.2%

Energy

-

6.9%

Utilities

-

3.5%

Technology

MBCC
38.7%
BIBL
30.1%

Healthcare

MBCC
14.4%
BIBL
4.3%

Financial Services

MBCC
12.1%
BIBL
8.3%

Consumer Cyclical

MBCC
11.5%
BIBL
0.3%

Real Estate

MBCC
7.9%
BIBL
14.7%

Communication Services

MBCC
7.8%
BIBL

-

Consumer Defensive

MBCC
4.2%
BIBL
0.5%

Industrials

MBCC
3.4%
BIBL
26.8%

Basic Materials

MBCC

-

BIBL
4.2%

Energy

MBCC

-

BIBL
6.9%

Utilities

MBCC

-

BIBL
3.5%

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Return for Risk

MBCC vs. BIBL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MBCC

BIBL
BIBL Risk / Return Rank: 8181
Overall Rank
BIBL Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
BIBL Sortino Ratio Rank: 7878
Sortino Ratio Rank
BIBL Omega Ratio Rank: 7575
Omega Ratio Rank
BIBL Calmar Ratio Rank: 8484
Calmar Ratio Rank
BIBL Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MBCC vs. BIBL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core ETF (MBCC) and Inspire 100 ETF (BIBL). 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. BIBL - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MBCCBIBLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

Drawdowns

MBCC vs. BIBL - Drawdown Comparison


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Drawdown Indicators


MBCCBIBLDifference

Max Drawdown

Largest peak-to-trough decline

-36.12%

Max Drawdown (1Y)

Largest decline over 1 year

-8.94%

Max Drawdown (3Y)

Largest decline over 3 years

-20.60%

Max Drawdown (5Y)

Largest decline over 5 years

-30.85%

Current Drawdown

Current decline from peak

0.00%

Average Drawdown

Average peak-to-trough decline

-7.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.06%

Volatility

MBCC vs. BIBL - Volatility Comparison


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Volatility by Period


MBCCBIBLDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.62%

Volatility (6M)

Calculated over the trailing 6-month period

12.63%

Volatility (1Y)

Calculated over the trailing 1-year period

15.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.08%

MBCC vs. BIBL - Expense Ratio Comparison

MBCC has a 1.25% expense ratio, which is higher than BIBL's 0.35% expense ratio.


Dividends

MBCC vs. BIBL - Dividend Comparison

MBCC has not paid dividends to shareholders, while BIBL's dividend yield for the trailing twelve months is around 0.95%.


PositionTTM202520242023202220212020201920182017
BIBL
Inspire 100 ETF
0.95%1.01%0.92%1.02%0.98%17.87%1.67%1.30%1.49%0.31%
MBCC
Monarch Blue Chips Core ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, BIBL is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BIBL is cheaper with a 0.35% expense ratio, compared with 1.25% for MBCC.

BIBL has the higher dividend yield at 0.95%, compared with 0.00% for MBCC.

MBCC tracks Kingsview Blue Chips Core Index, while BIBL tracks Inspire 100 Index. They also come from different issuers: Kingsview Partners LLC and Inspire. Their fees differ too: 1.25% for MBCC and 0.35% for BIBL.

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