MBCC vs. USMV

Last updated Jul 8, 2026

MBCC (Monarch Blue Chips Core Index ETF) and USMV (iShares MSCI USA Min Vol Factor ETF) are both Large Cap Blend Equities funds - MBCC tracks the Monarch Blue Chips Core Index while USMV tracks the MSCI USA Minimum Volatility Index. Both are passively managed. MBCC charges 1.14%/yr vs 0.15%/yr for USMV.

Performance

MBCC vs. USMV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Core Index ETF (MBCC) and iShares MSCI USA Min Vol Factor ETF (USMV). 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*: —

USMV

• 1D: 0.47%
• 1M: 3.16%
• 6M: 4.77%
• YTD: 5.21%
• 1Y: 6.41%
• 3Y*: 12.14%
• 5Y*: 7.46%
• 10Y*: 9.66%

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

MBCC vs. USMV - Yearly Performance Comparison

	2026 (YTD)
MBCC Monarch Blue Chips Core Index ETF	0.00%
USMV iShares MSCI USA Min Vol Factor ETF	1.78%

Return for Risk

MBCC vs. USMV — 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.

USMV

USMV Risk / Return Rank: 23
USMV Sharpe Ratio Rank: 24
USMV Sortino Ratio Rank: 22
USMV Omega Ratio Rank: 21
USMV Calmar Ratio Rank: 24
USMV Martin Ratio Rank: 27

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. USMV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core Index ETF (MBCC) and iShares MSCI USA Min Vol Factor ETF (USMV). 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	USMV	Difference
Sharpe ratio: Return per unit of total volatility	—	0.76	—
Sortino ratio: Return per unit of downside risk	—	1.12	—
Omega ratio: Gain probability vs. loss probability	—	1.13	—
Calmar ratio: Return relative to maximum drawdown	—	1.00	—
Martin ratio: Return relative to average drawdown	—	3.26	—

Drawdowns

MBCC vs. USMV - Drawdown Comparison

The maximum MBCC drawdown since its inception was 0.00%, smaller than the maximum USMV drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for MBCC and USMV.

Drawdown Indicators

	MBCC	USMV	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-33.10%	+33.10%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.46%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-9.36%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.93%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.10%	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	0.00%	-2.87%	+2.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.98%	—

Volatility

Volatility by Period

	MBCC	USMV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.79%	—
Volatility (6M) Calculated over the trailing 6-month period	—	6.23%	—
Volatility (1Y) Calculated over the trailing 1-year period	0.00%	8.49%	-8.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.00%	12.36%	-12.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.00%	14.49%	-14.49%

MBCC vs. USMV - Expense Ratio Comparison

MBCC has a 1.14% expense ratio, which is higher than USMV's 0.15% expense ratio.

Dividends

MBCC vs. USMV - Dividend Comparison

MBCC has not paid dividends to shareholders, while USMV's dividend yield for the trailing twelve months is around 1.47%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
USMV iShares MSCI USA Min Vol Factor ETF	1.47%	1.49%	1.67%	1.82%	1.62%	1.26%	1.81%	1.88%	2.12%	1.77%	2.22%	2.02%

Frequently Asked Questions

Which ETF is better, MBCC or USMV?

On fees, USMV is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MBCC or USMV?

USMV is cheaper with a 0.15% expense ratio, compared with 1.14% for MBCC.

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

USMV has the higher dividend yield at 1.47%, compared with 0.00% for MBCC.

What is the main difference between MBCC and USMV?

MBCC tracks Monarch Blue Chips Core Index, while USMV tracks MSCI USA Minimum Volatility Index. They also come from different issuers: Monarch and iShares. Their fees differ too: 1.14% for MBCC and 0.15% for USMV.