MBCC vs. VOO
Compare and contrast key facts about Monarch Blue Chips Core ETF (MBCC) and Vanguard S&P 500 ETF (VOO).
MBCC and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MBCC is a passively managed fund by Kingsview Partners LLC that tracks the performance of the Kingsview Blue Chips Core Index. It was launched on Mar 23, 2021. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both MBCC and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MBCC or VOO.
Correlation
The correlation between MBCC and VOO is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MBCC vs. VOO - Performance Comparison
Key characteristics
MBCC:
1.30
VOO:
1.89
MBCC:
1.81
VOO:
2.54
MBCC:
1.24
VOO:
1.35
MBCC:
2.26
VOO:
2.83
MBCC:
6.55
VOO:
11.83
MBCC:
2.43%
VOO:
2.02%
MBCC:
12.25%
VOO:
12.66%
MBCC:
-30.62%
VOO:
-33.99%
MBCC:
-0.30%
VOO:
-0.42%
Returns By Period
In the year-to-date period, MBCC achieves a 5.54% return, which is significantly higher than VOO's 4.17% return.
MBCC
5.54%
3.51%
8.49%
16.70%
N/A
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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MBCC vs. VOO - Expense Ratio Comparison
MBCC has a 1.25% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MBCC vs. VOO — Risk-Adjusted Performance Rank
MBCC
VOO
MBCC vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core ETF (MBCC) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
MBCC vs. VOO - Dividend Comparison
MBCC has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBCC Monarch Blue Chips Core ETF | 0.00% | 0.00% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MBCC vs. VOO - Drawdown Comparison
The maximum MBCC drawdown since its inception was -30.62%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MBCC and VOO. For additional features, visit the drawdowns tool.
Volatility
MBCC vs. VOO - Volatility Comparison
The current volatility for Monarch Blue Chips Core ETF (MBCC) is 2.65%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that MBCC experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.