MBCC vs. ITOT

Last updated Jun 4, 2026

MBCC (Monarch Blue Chips Core ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both exchange-traded funds - MBCC is a Large Cap Growth Equities fund tracking the Kingsview Blue Chips Core Index, while ITOT is a Large Cap Blend Equities fund tracking the S&P Total Market Index. Both are passively managed. MBCC charges 1.25%/yr vs 0.03%/yr for ITOT.

Performance

MBCC vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Core ETF (MBCC) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

MBCC

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

ITOT

• 1D: -0.73%
• 1M: 5.01%
• YTD: 11.25%
• 6M: 11.12%
• 1Y: 28.12%
• 3Y*: 22.09%
• 5Y*: 12.69%
• 10Y*: 15.01%

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

MBCC vs. ITOT - Sectors Allocation Comparison

Sectors	MBCC	ITOT
Technology	38.7%	33.8%
Healthcare	14.4%	9.0%
Financial Services	12.1%	12.1%
Consumer Cyclical	11.5%	10.1%
Real Estate	7.9%	2.4%
Communication Services	7.8%	10.3%
Consumer Defensive	4.2%	4.7%
Industrials	3.4%	9.5%
Basic Materials	-	2.1%
Energy	-	3.7%
Utilities	-	2.3%

Return for Risk

MBCC vs. ITOT — Risk / Return Rank

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

ITOT

ITOT Risk / Return Rank: 68
ITOT Sharpe Ratio Rank: 69
ITOT Sortino Ratio Rank: 68
ITOT Omega Ratio Rank: 67
ITOT Calmar Ratio Rank: 63
ITOT Martin Ratio Rank: 75

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. ITOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core ETF (MBCC) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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	ITOT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.32	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.74	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.57	—

Drawdowns

Drawdown Indicators

	MBCC	ITOT	Difference
Max Drawdown Largest peak-to-trough decline	—	-55.20%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.90%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.44%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	—	-0.73%	—
Average Drawdown Average peak-to-trough decline	—	-6.97%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.94%	—

Volatility

Volatility by Period

	MBCC	ITOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.99%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.13%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.20%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.36%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.26%	—

MBCC vs. ITOT - Expense Ratio Comparison

MBCC has a 1.25% expense ratio, which is higher than ITOT's 0.03% expense ratio.

Dividends

MBCC vs. ITOT - Dividend Comparison

MBCC has not paid dividends to shareholders, while ITOT's dividend yield for the trailing twelve months is around 0.98%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ITOT iShares Core S&P Total U.S. Stock Market ETF	0.98%	1.11%	1.23%	1.47%	1.66%	1.18%	1.41%	1.88%	2.14%	1.69%	1.83%	2.01%
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 ITOT?

On fees, ITOT is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MBCC or ITOT?

ITOT is cheaper with a 0.03% expense ratio, compared with 1.25% for MBCC.

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

ITOT has the higher dividend yield at 0.98%, compared with 0.00% for MBCC.

What is the main difference between MBCC and ITOT?

MBCC is categorized as Large Cap Growth Equities, while ITOT is Large Cap Blend Equities. MBCC tracks Kingsview Blue Chips Core Index, while ITOT tracks S&P Total Market Index. They also come from different issuers: Kingsview Partners LLC and iShares. Their fees differ too: 1.25% for MBCC and 0.03% for ITOT.