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MBCC vs. NOBL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MBCC vs. NOBL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Core ETF (MBCC) and ProShares S&P 500 Dividend Aristocrats ETF (NOBL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


MBCC

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

NOBL

1D
-0.17%
1M
1.01%
YTD
3.51%
6M
3.45%
1Y
9.00%
3Y*
8.01%
5Y*
5.03%
10Y*
9.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MBCC vs. NOBL - Sectors Allocation Comparison


Sectors
MBCC
NOBL

Technology

38.7%
3.6%

Healthcare

14.4%
9.7%

Financial Services

12.1%
12.4%

Consumer Cyclical

11.5%
5.1%

Real Estate

7.9%
4.6%

Communication Services

7.8%

-

Consumer Defensive

4.2%
23.5%

Industrials

3.4%
20.3%

Basic Materials

-

10.9%

Energy

-

3.4%

Utilities

-

6.4%

Technology

MBCC
38.7%
NOBL
3.6%

Healthcare

MBCC
14.4%
NOBL
9.7%

Financial Services

MBCC
12.1%
NOBL
12.4%

Consumer Cyclical

MBCC
11.5%
NOBL
5.1%

Real Estate

MBCC
7.9%
NOBL
4.6%

Communication Services

MBCC
7.8%
NOBL

-

Consumer Defensive

MBCC
4.2%
NOBL
23.5%

Industrials

MBCC
3.4%
NOBL
20.3%

Basic Materials

MBCC

-

NOBL
10.9%

Energy

MBCC

-

NOBL
3.4%

Utilities

MBCC

-

NOBL
6.4%

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Return for Risk

MBCC vs. NOBL — Risk / Return Rank

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

MBCC

NOBL
NOBL Risk / Return Rank: 2222
Overall Rank
NOBL Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
NOBL Sortino Ratio Rank: 2323
Sortino Ratio Rank
NOBL Omega Ratio Rank: 2020
Omega Ratio Rank
NOBL Calmar Ratio Rank: 2222
Calmar Ratio Rank
NOBL Martin Ratio Rank: 2121
Martin Ratio Rank
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. NOBL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core ETF (MBCC) and ProShares S&P 500 Dividend Aristocrats ETF (NOBL). 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.

MBCC vs. NOBL - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MBCCNOBLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

Drawdowns

MBCC vs. NOBL - Drawdown Comparison


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Drawdown Indicators


MBCCNOBLDifference

Max Drawdown

Largest peak-to-trough decline

-35.43%

Max Drawdown (1Y)

Largest decline over 1 year

-9.11%

Max Drawdown (3Y)

Largest decline over 3 years

-15.36%

Max Drawdown (5Y)

Largest decline over 5 years

-17.92%

Max Drawdown (10Y)

Largest decline over 10 years

-35.43%

Current Drawdown

Current decline from peak

-5.99%

Average Drawdown

Average peak-to-trough decline

-3.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.50%

Volatility

MBCC vs. NOBL - Volatility Comparison


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Volatility by Period


MBCCNOBLDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.36%

Volatility (6M)

Calculated over the trailing 6-month period

8.00%

Volatility (1Y)

Calculated over the trailing 1-year period

11.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.60%

MBCC vs. NOBL - Expense Ratio Comparison

MBCC has a 1.25% expense ratio, which is higher than NOBL's 0.35% expense ratio.


Dividends

MBCC vs. NOBL - Dividend Comparison

MBCC has not paid dividends to shareholders, while NOBL's dividend yield for the trailing twelve months is around 2.12%.


PositionTTM20252024202320222021202020192018201720162015
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%
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
2.12%2.14%2.05%2.09%1.94%1.89%2.14%1.89%2.37%1.74%2.13%2.02%

Frequently Asked Questions


On fees, NOBL is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

NOBL is cheaper with a 0.35% expense ratio, compared with 1.25% for MBCC.

NOBL has the higher dividend yield at 2.12%, compared with 0.00% for MBCC.

MBCC is categorized as Large Cap Growth Equities, while NOBL is Dividend. MBCC tracks Kingsview Blue Chips Core Index, while NOBL tracks S&P 500 Dividend Aristocrats Index. They also come from different issuers: Kingsview Partners LLC and ProShares. Their fees differ too: 1.25% for MBCC and 0.35% for NOBL.

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