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MBCC vs. SPMO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MBCC vs. SPMO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Core ETF (MBCC) and Invesco S&P 500 Momentum ETF (SPMO). 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*

SPMO

1D
0.50%
1M
15.36%
YTD
30.35%
6M
30.51%
1Y
46.00%
3Y*
43.04%
5Y*
24.29%
10Y*
20.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MBCC vs. SPMO - Sectors Allocation Comparison


Sectors
MBCC
SPMO

Technology

38.7%
52.6%

Healthcare

14.4%
6.7%

Financial Services

12.1%
5.9%

Consumer Cyclical

11.5%
1.3%

Real Estate

7.9%
1.0%

Communication Services

7.8%
9.2%

Consumer Defensive

4.2%
4.3%

Industrials

3.4%
11.3%

Basic Materials

-

1.6%

Energy

-

3.4%

Utilities

-

2.8%

Technology

MBCC
38.7%
SPMO
52.6%

Healthcare

MBCC
14.4%
SPMO
6.7%

Financial Services

MBCC
12.1%
SPMO
5.9%

Consumer Cyclical

MBCC
11.5%
SPMO
1.3%

Real Estate

MBCC
7.9%
SPMO
1.0%

Communication Services

MBCC
7.8%
SPMO
9.2%

Consumer Defensive

MBCC
4.2%
SPMO
4.3%

Industrials

MBCC
3.4%
SPMO
11.3%

Basic Materials

MBCC

-

SPMO
1.6%

Energy

MBCC

-

SPMO
3.4%

Utilities

MBCC

-

SPMO
2.8%

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Return for Risk

MBCC vs. SPMO — Risk / Return Rank

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

MBCC

SPMO
SPMO Risk / Return Rank: 7575
Overall Rank
SPMO Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
SPMO Sortino Ratio Rank: 7777
Sortino Ratio Rank
SPMO Omega Ratio Rank: 7777
Omega Ratio Rank
SPMO Calmar Ratio Rank: 7171
Calmar Ratio Rank
SPMO Martin Ratio Rank: 7373
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. SPMO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core ETF (MBCC) and Invesco S&P 500 Momentum ETF (SPMO). 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. SPMO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MBCCSPMODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.03

Sharpe Ratio (All Time)

Calculated using the full available price history

1.01

Drawdowns

MBCC vs. SPMO - Drawdown Comparison


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Drawdown Indicators


MBCCSPMODifference

Max Drawdown

Largest peak-to-trough decline

-30.95%

Max Drawdown (1Y)

Largest decline over 1 year

-12.70%

Max Drawdown (3Y)

Largest decline over 3 years

-20.13%

Max Drawdown (5Y)

Largest decline over 5 years

-22.74%

Max Drawdown (10Y)

Largest decline over 10 years

-30.95%

Current Drawdown

Current decline from peak

0.00%

Average Drawdown

Average peak-to-trough decline

-4.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.26%

Volatility

MBCC vs. SPMO - Volatility Comparison


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Volatility by Period


MBCCSPMODifference

Volatility (1M)

Calculated over the trailing 1-month period

7.35%

Volatility (6M)

Calculated over the trailing 6-month period

14.39%

Volatility (1Y)

Calculated over the trailing 1-year period

17.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.31%

MBCC vs. SPMO - Expense Ratio Comparison

MBCC has a 1.25% expense ratio, which is higher than SPMO's 0.13% expense ratio.


Dividends

MBCC vs. SPMO - Dividend Comparison

MBCC has not paid dividends to shareholders, while SPMO's dividend yield for the trailing twelve months is around 0.65%.


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%
SPMO
Invesco S&P 500 Momentum ETF
0.65%0.73%0.48%1.63%1.66%0.52%1.27%1.39%1.05%0.77%1.94%0.36%

Frequently Asked Questions


On fees, SPMO is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPMO is cheaper with a 0.13% expense ratio, compared with 1.25% for MBCC.

SPMO has the higher dividend yield at 0.65%, compared with 0.00% for MBCC.

MBCC is categorized as Large Cap Growth Equities, while SPMO is Momentum. MBCC tracks Kingsview Blue Chips Core Index, while SPMO tracks S&P 500 Momentum Index. They also come from different issuers: Kingsview Partners LLC and Invesco. Their fees differ too: 1.25% for MBCC and 0.13% for SPMO.

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