MBCC vs. ILCG

Last updated Jun 4, 2026

MBCC (Monarch Blue Chips Core ETF) and ILCG (iShares Morningstar Growth ETF) are both Large Cap Growth Equities funds - MBCC tracks the Kingsview Blue Chips Core Index while ILCG tracks the Morningstar US Large-Mid Cap Broad Growth Index Gross. Both are passively managed. MBCC charges 1.25%/yr vs 0.04%/yr for ILCG.

Performance

MBCC vs. ILCG - Performance Comparison

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

Returns By Period

MBCC

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

ILCG

• 1D: -1.02%
• 1M: 7.68%
• YTD: 14.48%
• 6M: 14.61%
• 1Y: 29.51%
• 3Y*: 26.55%
• 5Y*: 14.95%
• 10Y*: 18.15%

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

MBCC vs. ILCG - Sectors Allocation Comparison

Sectors	MBCC	ILCG
Technology	38.7%	49.8%
Healthcare	14.4%	5.3%
Financial Services	12.1%	6.0%
Consumer Cyclical	11.5%	10.6%
Real Estate	7.9%	1.4%
Communication Services	7.8%	14.5%
Consumer Defensive	4.2%	1.6%
Industrials	3.4%	8.3%
Basic Materials	-	1.1%
Energy	-	0.5%
Utilities	-	0.8%

Return for Risk

MBCC vs. ILCG — Risk / Return Rank

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

ILCG

ILCG Risk / Return Rank: 46
ILCG Sharpe Ratio Rank: 52
ILCG Sortino Ratio Rank: 49
ILCG Omega Ratio Rank: 50
ILCG Calmar Ratio Rank: 38
ILCG Martin Ratio Rank: 41

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. ILCG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core ETF (MBCC) and iShares Morningstar Growth ETF (ILCG). 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	ILCG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.82	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.68	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.85	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.59	—

Drawdowns

Drawdown Indicators

	MBCC	ILCG	Difference
Max Drawdown Largest peak-to-trough decline	—	-52.98%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-15.65%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-23.10%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-35.38%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.38%	—
Current Drawdown Current decline from peak	—	-1.02%	—
Average Drawdown Average peak-to-trough decline	—	-8.22%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.43%	—

Volatility

Volatility by Period

	MBCC	ILCG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.40%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.81%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	16.31%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	22.00%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	21.53%	—

MBCC vs. ILCG - Expense Ratio Comparison

MBCC has a 1.25% expense ratio, which is higher than ILCG's 0.04% expense ratio.

Dividends

MBCC vs. ILCG - Dividend Comparison

MBCC has not paid dividends to shareholders, while ILCG's dividend yield for the trailing twelve months is around 0.40%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ILCG iShares Morningstar Growth ETF	0.40%	0.47%	0.50%	0.69%	0.75%	0.34%	0.28%	0.54%	0.81%	0.89%	0.95%	0.99%
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%	0.00%	0.00%

Frequently Asked Questions

Which ETF is better, MBCC or ILCG?

On fees, ILCG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MBCC or ILCG?

ILCG is cheaper with a 0.04% expense ratio, compared with 1.25% for MBCC.

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

ILCG has the higher dividend yield at 0.40%, compared with 0.00% for MBCC.

What is the main difference between MBCC and ILCG?

MBCC tracks Kingsview Blue Chips Core Index, while ILCG tracks Morningstar US Large-Mid Cap Broad Growth Index Gross. They also come from different issuers: Kingsview Partners LLC and iShares. Their fees differ too: 1.25% for MBCC and 0.04% for ILCG.