MBCC vs. SPXM

Last updated Jul 8, 2026

MBCC (Monarch Blue Chips Core Index ETF) and SPXM (Azoria 500 Meritocracy ETF) are both Large Cap Blend Equities funds. MBCC is passively managed, while SPXM is actively managed. MBCC charges 1.14%/yr vs 0.47%/yr for SPXM.

Performance

MBCC vs. SPXM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Core Index ETF (MBCC) and Azoria 500 Meritocracy ETF (SPXM). 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*: —

SPXM

• 1D: 0.00%
• 1M: 0.00%
• 6M: 0.00%
• YTD: 0.00%
• 1Y: 9.27%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

MBCC vs. SPXM - Yearly Performance Comparison

	2026 (YTD)
MBCC Monarch Blue Chips Core Index ETF	0.00%
SPXM Azoria 500 Meritocracy ETF	0.00%

Return for Risk

MBCC vs. SPXM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core Index ETF (MBCC) and Azoria 500 Meritocracy ETF (SPXM). 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.

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

Drawdowns

MBCC vs. SPXM - Drawdown Comparison

The maximum MBCC drawdown since its inception was 0.00%, smaller than the maximum SPXM drawdown of -5.08%. Use the drawdown chart below to compare losses from any high point for MBCC and SPXM.

Drawdown Indicators

	MBCC	SPXM	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-5.08%	+5.08%
Max Drawdown (1Y) Largest decline over 1 year	—	-5.08%	—
Current Drawdown Current decline from peak	0.00%	-0.75%	+0.75%
Average Drawdown Average peak-to-trough decline	0.00%	-0.78%	+0.78%

Volatility

Volatility by Period

	MBCC	SPXM	Difference
Volatility (1Y) Calculated over the trailing 1-year period	0.00%	7.72%	-7.72%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.00%	7.72%	-7.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.00%	7.72%	-7.72%

MBCC vs. SPXM - Expense Ratio Comparison

MBCC has a 1.14% expense ratio, which is higher than SPXM's 0.47% expense ratio.

Dividends

MBCC vs. SPXM - Dividend Comparison

MBCC has not paid dividends to shareholders, while SPXM's dividend yield for the trailing twelve months is around 0.24%.

Position	TTM	2025
MBCC Monarch Blue Chips Core Index ETF	0.00%	0.00%
SPXM Azoria 500 Meritocracy ETF	0.24%	0.24%

Frequently Asked Questions

Which ETF is better, MBCC or SPXM?

On fees, SPXM is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MBCC or SPXM?

SPXM is cheaper with a 0.47% expense ratio, compared with 1.14% for MBCC.

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

SPXM has the higher dividend yield at 0.24%, compared with 0.00% for MBCC.

What is the main difference between MBCC and SPXM?

They also come from different issuers: Monarch and Azoria. Their fees differ too: 1.14% for MBCC and 0.47% for SPXM.