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MBCC vs. SIXA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MBCC vs. SIXA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Core Index ETF (MBCC) and 6 Meridian Mega Cap Equity ETF (SIXA). 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*

SIXA

1D
0.43%
1M
2.35%
6M
13.27%
YTD
14.11%
1Y
17.82%
3Y*
20.95%
5Y*
12.98%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MBCC vs. SIXA - Yearly Performance Comparison


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Return for Risk

MBCC vs. SIXA — 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.


SIXA
SIXA Risk / Return Rank: 7676
Overall Rank
SIXA Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
SIXA Sortino Ratio Rank: 8282
Sortino Ratio Rank
SIXA Omega Ratio Rank: 7272
Omega Ratio Rank
SIXA Calmar Ratio Rank: 7575
Calmar Ratio Rank
SIXA Martin Ratio Rank: 7777
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. SIXA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core Index ETF (MBCC) and 6 Meridian Mega Cap Equity ETF (SIXA). 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.


MBCCSIXADifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

3.20

Martin ratioReturn relative to average drawdown

12.11

MBCC vs. SIXA - Sharpe Ratio Comparison


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Drawdowns

MBCC vs. SIXA - Drawdown Comparison

The maximum MBCC drawdown since its inception was 0.00%, smaller than the maximum SIXA drawdown of -18.38%. Use the drawdown chart below to compare losses from any high point for MBCC and SIXA.


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Drawdown Indicators


MBCCSIXADifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-18.38%

+18.38%

Max Drawdown (1Y)

Largest decline over 1 year

-5.59%

Max Drawdown (3Y)

Largest decline over 3 years

-11.22%

Max Drawdown (5Y)

Largest decline over 5 years

-18.38%

Current Drawdown

Current decline from peak

0.00%

-0.11%

+0.11%

Average Drawdown

Average peak-to-trough decline

0.00%

-2.96%

+2.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.48%

Volatility

MBCC vs. SIXA - Volatility Comparison


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Volatility by Period


MBCCSIXADifference

Volatility (1M)

Calculated over the trailing 1-month period

2.49%

Volatility (6M)

Calculated over the trailing 6-month period

6.96%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

8.90%

-8.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

12.80%

-12.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

13.30%

-13.30%

MBCC vs. SIXA - Expense Ratio Comparison

MBCC has a 1.14% expense ratio, which is higher than SIXA's 0.86% expense ratio.


Dividends

MBCC vs. SIXA - Dividend Comparison

MBCC has not paid dividends to shareholders, while SIXA's dividend yield for the trailing twelve months is around 2.01%.


PositionTTM202520242023202220212020
MBCC
Monarch Blue Chips Core Index ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SIXA
6 Meridian Mega Cap Equity ETF
2.01%2.31%1.62%2.12%2.23%1.63%1.13%

Frequently Asked Questions


On fees, SIXA is cheaper at 0.86% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SIXA is cheaper with a 0.86% expense ratio, compared with 1.14% for MBCC.

SIXA has the higher dividend yield at 2.01%, compared with 0.00% for MBCC.

They also come from different issuers: Monarch and Exchange Traded Concepts. Their fees differ too: 1.14% for MBCC and 0.86% for SIXA.

Portfolio Optimizer

Find the right allocation for MBCC and SIXA

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