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MBCC vs. GXLC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MBCC vs. GXLC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Core Index ETF (MBCC) and Global X U.S. 500 ETF (GXLC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


MBCC

1D
0.00%
1M
0.00%
6M
YTD
1Y
3Y*
5Y*
10Y*

GXLC

1D
-0.49%
1M
1.62%
6M
8.69%
YTD
10.26%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MBCC vs. GXLC - Yearly Performance Comparison


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Return for Risk

MBCC vs. GXLC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core Index ETF (MBCC) and Global X U.S. 500 ETF (GXLC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


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

MBCC vs. GXLC - Sharpe Ratio Comparison


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Drawdowns

MBCC vs. GXLC - Drawdown Comparison

The maximum MBCC drawdown since its inception was 0.00%, smaller than the maximum GXLC drawdown of -9.08%. Use the drawdown chart below to compare losses from any high point for MBCC and GXLC.


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Drawdown Indicators


MBCCGXLCDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-9.08%

+9.08%

Current Drawdown

Current decline from peak

0.00%

-1.31%

+1.31%

Average Drawdown

Average peak-to-trough decline

0.00%

-1.57%

+1.57%

Volatility

MBCC vs. GXLC - Volatility Comparison


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Volatility by Period


MBCCGXLCDifference

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

13.68%

-13.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

13.68%

-13.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

13.68%

-13.68%

MBCC vs. GXLC - Expense Ratio Comparison

MBCC has a 1.14% expense ratio, which is higher than GXLC's 0.02% expense ratio.


Dividends

MBCC vs. GXLC - Dividend Comparison

MBCC has not paid dividends to shareholders, while GXLC's dividend yield for the trailing twelve months is around 0.63%.


PositionTTM2025
GXLC
Global X U.S. 500 ETF
0.63%0.30%
MBCC
Monarch Blue Chips Core Index ETF
0.00%0.00%

Frequently Asked Questions


On fees, GXLC is cheaper at 0.02% per year. The better choice depends on whether you care most about return, fees, risk, or income.

GXLC is cheaper with a 0.02% expense ratio, compared with 1.14% for MBCC.

GXLC has the higher dividend yield at 0.63%, compared with 0.00% for MBCC.

MBCC tracks Monarch Blue Chips Core Index, while GXLC tracks Solactive GBS United States 500 Index. They also come from different issuers: Monarch and Global X. Their fees differ too: 1.14% for MBCC and 0.02% for GXLC.

Portfolio Optimizer

Find the right allocation for MBCC and GXLC

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