MBCC vs. FLRG

Last updated Jun 4, 2026

MBCC (Monarch Blue Chips Core ETF) and FLRG (Fidelity U.S. Multifactor ETF) are both Large Cap Growth Equities funds - MBCC tracks the Kingsview Blue Chips Core Index while FLRG tracks the Fidelity U.S. Multifactor Index. Both are passively managed. MBCC charges 1.25%/yr vs 0.29%/yr for FLRG.

Performance

MBCC vs. FLRG - Performance Comparison

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

Returns By Period

MBCC

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

FLRG

• 1D: -0.37%
• 1M: 4.02%
• YTD: 9.13%
• 6M: 8.95%
• 1Y: 18.92%
• 3Y*: 19.48%
• 5Y*: 13.03%
• 10Y*: —

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

MBCC vs. FLRG - Sectors Allocation Comparison

Sectors	MBCC	FLRG
Technology	38.7%	34.7%
Healthcare	14.4%	9.2%
Financial Services	12.1%	12.3%
Consumer Cyclical	11.5%	10.7%
Real Estate	7.9%	2.1%
Communication Services	7.8%	10.3%
Consumer Defensive	4.2%	4.6%
Industrials	3.4%	7.7%
Basic Materials	-	2.5%
Energy	-	4.8%
Utilities	-	1.2%

Return for Risk

MBCC vs. FLRG — Risk / Return Rank

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

FLRG

FLRG Risk / Return Rank: 55
FLRG Sharpe Ratio Rank: 54
FLRG Sortino Ratio Rank: 55
FLRG Omega Ratio Rank: 53
FLRG Calmar Ratio Rank: 53
FLRG Martin Ratio Rank: 58

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. FLRG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core ETF (MBCC) and Fidelity U.S. Multifactor ETF (FLRG). 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.

Sharpe Ratios by Period

	MBCC	FLRG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.88	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.86	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	1.04	—

Drawdowns

Drawdown Indicators

	MBCC	FLRG	Difference
Max Drawdown Largest peak-to-trough decline	—	-19.64%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-7.16%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-16.53%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-19.64%	—
Current Drawdown Current decline from peak	—	-0.37%	—
Average Drawdown Average peak-to-trough decline	—	-3.74%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.81%	—

Volatility

Volatility by Period

	MBCC	FLRG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.42%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.57%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	10.14%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	15.18%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	15.02%	—

MBCC vs. FLRG - Expense Ratio Comparison

MBCC has a 1.25% expense ratio, which is higher than FLRG's 0.29% expense ratio.

Dividends

MBCC vs. FLRG - Dividend Comparison

MBCC has not paid dividends to shareholders, while FLRG's dividend yield for the trailing twelve months is around 1.34%.

Position	TTM	2025	2024	2023	2022	2021	2020
FLRG Fidelity U.S. Multifactor ETF	1.34%	1.42%	1.42%	1.39%	1.62%	1.36%	1.47%
MBCC Monarch Blue Chips Core ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Which ETF is better, MBCC or FLRG?

On fees, FLRG is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MBCC or FLRG?

FLRG is cheaper with a 0.29% expense ratio, compared with 1.25% for MBCC.

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

FLRG has the higher dividend yield at 1.34%, compared with 0.00% for MBCC.

What is the main difference between MBCC and FLRG?

MBCC tracks Kingsview Blue Chips Core Index, while FLRG tracks Fidelity U.S. Multifactor Index. They also come from different issuers: Kingsview Partners LLC and Fidelity. Their fees differ too: 1.25% for MBCC and 0.29% for FLRG.