MBCC vs. FTCS

Last updated Jun 3, 2026

MBCC (Monarch Blue Chips Core ETF) and FTCS (First Trust Capital Strength ETF) are both exchange-traded funds - MBCC is a Large Cap Growth Equities fund tracking the Kingsview Blue Chips Core Index, while FTCS is a Large Cap Blend Equities fund tracking the The Capital Strength Index. Both are passively managed. Over the past 5 years, MBCC returned 8.62%/yr vs 5.51%/yr for FTCS. A 0.75 correlation means they provide meaningful diversification when combined. MBCC charges 1.25%/yr vs 0.53%/yr for FTCS.

Performance

MBCC vs. FTCS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Core ETF (MBCC) and First Trust Capital Strength ETF (FTCS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MBCC achieves a 7.79% return, which is significantly higher than FTCS's 0.03% return.

MBCC

• 1D: -0.58%
• 1M: 5.13%
• YTD: 7.79%
• 6M: 8.84%
• 1Y: 13.32%
• 3Y*: 15.49%
• 5Y*: 8.62%
• 10Y*: —

FTCS

• 1D: -0.50%
• 1M: -1.29%
• YTD: 0.03%
• 6M: 0.88%
• 1Y: 2.69%
• 3Y*: 9.49%
• 5Y*: 5.51%
• 10Y*: 10.16%

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

MBCC vs. FTCS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
MBCC Monarch Blue Chips Core ETF	7.79%	7.43%	18.91%	22.34%	-20.29%	21.08%
FTCS First Trust Capital Strength ETF	0.03%	6.46%	11.19%	8.48%	-10.22%	23.70%

Correlation

The correlation between MBCC and FTCS is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.61
Correlation (3Y) Calculated over the trailing 3-year period	0.66
Correlation (5Y) Calculated over the trailing 5-year period	0.75
Correlation (All Time) Calculated using the full available price history since Mar 25, 2021	0.75

The correlation between MBCC and FTCS shifts across timeframes, from 0.61 (1 year) to 0.75 (5 years), reflecting how their relationship changes across market environments.

MBCC vs. FTCS - Sectors Allocation Comparison

Sectors	MBCC	FTCS
Technology	38.7%	12.3%
Healthcare	14.4%	19.1%
Financial Services	12.1%	20.4%
Consumer Cyclical	11.5%	7.7%
Real Estate	7.9%	-
Communication Services	7.8%	2.3%
Consumer Defensive	4.2%	14.3%
Industrials	3.4%	19.6%
Basic Materials	-	2.1%
Energy	-	2.2%
Utilities	-	-

Return for Risk

MBCC vs. FTCS — Risk / Return Rank

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

MBCC

MBCC Risk / Return Rank: 30
MBCC Sharpe Ratio Rank: 31
MBCC Sortino Ratio Rank: 31
MBCC Omega Ratio Rank: 29
MBCC Calmar Ratio Rank: 26
MBCC Martin Ratio Rank: 33

FTCS

FTCS Risk / Return Rank: 12
FTCS Sharpe Ratio Rank: 13
FTCS Sortino Ratio Rank: 12
FTCS Omega Ratio Rank: 11
FTCS Calmar Ratio Rank: 12
FTCS Martin Ratio Rank: 12

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. FTCS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core ETF (MBCC) and First Trust Capital Strength ETF (FTCS). 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.

	MBCC	FTCS	Difference
Sharpe ratio Return per unit of total volatility	1.11	0.27	+0.84
Sortino ratio Return per unit of downside risk	1.64	0.47	+1.16
Omega ratio Gain probability vs. loss probability	1.20	1.05	+0.14
Calmar ratio Return relative to maximum drawdown	1.26	0.35	+0.92
Martin ratio Return relative to average drawdown	5.04	0.87	+4.17
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MBCC vs. FTCS - Sharpe Ratio Comparison

The current MBCC Sharpe Ratio is 1.11, which is higher than the FTCS Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of MBCC and FTCS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	MBCC	FTCS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.11	0.27	+0.84
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.50	0.42	+0.08
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.66	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.58	0.50	+0.08

Drawdowns

MBCC vs. FTCS - Drawdown Comparison

The maximum MBCC drawdown since its inception was -30.62%, smaller than the maximum FTCS drawdown of -53.64%. Use the drawdown chart below to compare losses from any high point for MBCC and FTCS.

Drawdown Indicators

	MBCC	FTCS	Difference
Max Drawdown Largest peak-to-trough decline	-30.62%	-53.64%	+23.02%
Max Drawdown (1Y) Largest decline over 1 year	-10.76%	-7.74%	-3.02%
Max Drawdown (3Y) Largest decline over 3 years	-18.59%	-12.62%	-5.97%
Max Drawdown (5Y) Largest decline over 5 years	-30.62%	-20.93%	-9.69%
Max Drawdown (10Y) Largest decline over 10 years	—	-31.93%	—
Current Drawdown Current decline from peak	-0.95%	-6.94%	+5.99%
Average Drawdown Average peak-to-trough decline	-7.94%	-6.92%	-1.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.70%	3.10%	-0.40%

Volatility

MBCC vs. FTCS - Volatility Comparison

Monarch Blue Chips Core ETF (MBCC) has a higher volatility of 3.65% compared to First Trust Capital Strength ETF (FTCS) at 2.68%. This indicates that MBCC's price experiences larger fluctuations and is considered to be riskier than FTCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MBCC	FTCS	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.65%	2.68%	+0.97%
Volatility (6M) Calculated over the trailing 6-month period	9.69%	7.02%	+2.67%
Volatility (1Y) Calculated over the trailing 1-year period	12.01%	9.82%	+2.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.20%	13.13%	+4.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.11%	15.54%	+1.57%

MBCC vs. FTCS - Expense Ratio Comparison

MBCC has a 1.25% expense ratio, which is higher than FTCS's 0.53% expense ratio.

Dividends

MBCC vs. FTCS - Dividend Comparison

MBCC's dividend yield for the trailing twelve months is around 0.33%, less than FTCS's 1.12% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FTCS First Trust Capital Strength ETF	1.12%	1.04%	1.33%	1.47%	1.23%	1.06%	0.93%	1.26%	1.26%	1.15%	1.43%	1.50%
MBCC Monarch Blue Chips Core ETF	0.33%	0.27%	0.00%	0.11%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both MBCC and FTCS in my portfolio?

MBCC and FTCS have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, MBCC or FTCS?

MBCC has higher volatility (3.65%) compared to FTCS (2.68%). In terms of maximum drawdown, MBCC dropped -30.62% vs FTCS's -53.64%.

Which ETF is better, MBCC or FTCS?

On 5-year performance, MBCC leads with 8.62% vs 5.51% for FTCS. On fees, FTCS is cheaper at 0.53% per year. On volatility, FTCS has been the lower-risk option at 2.68%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, MBCC or FTCS?

Over the 5-year period, MBCC has performed better with a 8.62% return vs 5.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, MBCC or FTCS?

FTCS is cheaper with a 0.53% expense ratio, compared with 1.25% for MBCC.

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

FTCS has the higher dividend yield at 1.12%, compared with 0.33% for MBCC.

What is the main difference between MBCC and FTCS?

MBCC is categorized as Large Cap Growth Equities, while FTCS is Large Cap Blend Equities. MBCC tracks Kingsview Blue Chips Core Index, while FTCS tracks The Capital Strength Index. They also come from different issuers: Kingsview Partners LLC and First Trust. Their fees differ too: 1.25% for MBCC and 0.53% for FTCS.

Which has better risk-adjusted returns?

MBCC currently has the higher Sharpe Ratio (1.11 vs 0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.