MBCC vs. ITOT

Last updated Jul 8, 2026

MBCC (Monarch Blue Chips Core Index ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both Large Cap Blend Equities funds - MBCC tracks the Monarch Blue Chips Core Index while ITOT tracks the S&P Total Market Index. Both are passively managed. MBCC charges 1.14%/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 Index 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: 0.00%
• 1M: 0.00%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ITOT

• 1D: -0.57%
• 1M: 1.98%
• 6M: 9.00%
• YTD: 10.91%
• 1Y: 22.18%
• 3Y*: 20.80%
• 5Y*: 12.18%
• 10Y*: 14.80%

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

MBCC vs. ITOT - Yearly Performance Comparison

	2026 (YTD)
MBCC Monarch Blue Chips Core Index ETF	0.00%
ITOT iShares Core S&P Total U.S. Stock Market ETF	-1.03%

Return for Risk

MBCC vs. ITOT — Risk / Return Rank

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

MBCC

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

ITOT

ITOT Risk / Return Rank: 64
ITOT Sharpe Ratio Rank: 63
ITOT Sortino Ratio Rank: 61
ITOT Omega Ratio Rank: 62
ITOT Calmar Ratio Rank: 60
ITOT Martin Ratio Rank: 72

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 Index 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.

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.

	MBCC	ITOT	Difference
Sharpe ratio: Return per unit of total volatility	—	1.74	—
Sortino ratio: Return per unit of downside risk	—	2.40	—
Omega ratio: Gain probability vs. loss probability	—	1.31	—
Calmar ratio: Return relative to maximum drawdown	—	2.50	—
Martin ratio: Return relative to average drawdown	—	10.93	—

Drawdowns

MBCC vs. ITOT - Drawdown Comparison

The maximum MBCC drawdown since its inception was 0.00%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for MBCC and ITOT.

Drawdown Indicators

	MBCC	ITOT	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-55.20%	+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	0.00%	-1.03%	+1.03%
Average Drawdown Average peak-to-trough decline	0.00%	-6.95%	+6.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.03%	—

Volatility

Volatility by Period

	MBCC	ITOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.11%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.11%	—
Volatility (1Y) Calculated over the trailing 1-year period	0.00%	12.84%	-12.84%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.00%	17.47%	-17.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.00%	18.25%	-18.25%

MBCC vs. ITOT - Expense Ratio Comparison

MBCC has a 1.14% 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 1.00%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ITOT iShares Core S&P Total U.S. Stock Market ETF	1.00%	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 Index 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 1.14% for MBCC.

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

ITOT has the higher dividend yield at 1.00%, compared with 0.00% for MBCC.

What is the main difference between MBCC and ITOT?

MBCC tracks Monarch Blue Chips Core Index, while ITOT tracks S&P Total Market Index. They also come from different issuers: Monarch and iShares. Their fees differ too: 1.14% for MBCC and 0.03% for ITOT.