MBCC vs. GQGU

Last updated Jun 4, 2026

MBCC (Monarch Blue Chips Core ETF) and GQGU (GQG US Equity ETF) are both Large Cap Growth Equities funds. MBCC is passively managed, while GQGU is actively managed. MBCC charges 1.25%/yr vs 0.49%/yr for GQGU.

Performance

MBCC vs. GQGU - Performance Comparison

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

Returns By Period

MBCC

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

GQGU

• 1D: -1.06%
• 1M: -1.65%
• YTD: 6.60%
• 6M: 7.16%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

Return for Risk

MBCC vs. GQGU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core ETF (MBCC) and GQG US Equity ETF (GQGU). 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	GQGU	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.60	—

Drawdowns

Drawdown Indicators

	MBCC	GQGU	Difference
Max Drawdown Largest peak-to-trough decline	—	-6.65%	—
Current Drawdown Current decline from peak	—	-4.66%	—
Average Drawdown Average peak-to-trough decline	—	-2.54%	—

Volatility

Volatility by Period

	MBCC	GQGU	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	10.14%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	10.14%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	10.14%	—

MBCC vs. GQGU - Expense Ratio Comparison

MBCC has a 1.25% expense ratio, which is higher than GQGU's 0.49% expense ratio.

Dividends

MBCC vs. GQGU - Dividend Comparison

MBCC has not paid dividends to shareholders, while GQGU's dividend yield for the trailing twelve months is around 0.96%.

Position	TTM	2025
GQGU GQG US Equity ETF	0.96%	1.02%
MBCC Monarch Blue Chips Core ETF	0.00%	0.00%

Frequently Asked Questions

Which ETF is better, MBCC or GQGU?

On fees, GQGU is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MBCC or GQGU?

GQGU is cheaper with a 0.49% expense ratio, compared with 1.25% for MBCC.

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

GQGU has the higher dividend yield at 0.96%, compared with 0.00% for MBCC.

What is the main difference between MBCC and GQGU?

They also come from different issuers: Kingsview Partners LLC and GQG Partners. Their fees differ too: 1.25% for MBCC and 0.49% for GQGU.