MBCC vs. VOO

Last updated Jun 4, 2026

MBCC (Monarch Blue Chips Core ETF) and VOO (Vanguard S&P 500 ETF) are both exchange-traded funds - MBCC is a Large Cap Growth Equities fund tracking the Kingsview Blue Chips Core Index, while VOO is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. MBCC charges 1.25%/yr vs 0.03%/yr for VOO.

Performance

MBCC vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Core ETF (MBCC) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

MBCC

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

VOO

• 1D: -0.70%
• 1M: 5.04%
• YTD: 10.91%
• 6M: 10.93%
• 1Y: 28.04%
• 3Y*: 22.44%
• 5Y*: 13.90%
• 10Y*: 15.56%

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

MBCC vs. VOO - Sectors Allocation Comparison

Sectors	MBCC	VOO
Technology	38.7%	35.7%
Healthcare	14.4%	8.5%
Financial Services	12.1%	11.6%
Consumer Cyclical	11.5%	10.2%
Real Estate	7.9%	1.9%
Communication Services	7.8%	11.3%
Consumer Defensive	4.2%	4.9%
Industrials	3.4%	8.3%
Basic Materials	-	1.8%
Energy	-	3.5%
Utilities	-	2.4%

Return for Risk

MBCC vs. VOO — Risk / Return Rank

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

VOO

VOO Risk / Return Rank: 70
VOO Sharpe Ratio Rank: 71
VOO Sortino Ratio Rank: 70
VOO Omega Ratio Rank: 70
VOO Calmar Ratio Rank: 62
VOO Martin Ratio Rank: 75

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. VOO - Risk-Adjusted Trends 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.

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

Sharpe Ratios by Period

	MBCC	VOO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.39	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.83	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.87	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.89	—

Drawdowns

Drawdown Indicators

	MBCC	VOO	Difference
Max Drawdown Largest peak-to-trough decline	—	-33.99%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.90%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.69%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.52%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.99%	—
Current Drawdown Current decline from peak	—	-0.70%	—
Average Drawdown Average peak-to-trough decline	—	-3.69%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.91%	—

Volatility

Volatility by Period

	MBCC	VOO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.84%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.90%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	11.80%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	16.81%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.01%	—

MBCC vs. VOO - Expense Ratio Comparison

MBCC has a 1.25% expense ratio, which is higher than VOO's 0.03% expense ratio.

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 1.03%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
VOO Vanguard S&P 500 ETF	1.03%	1.13%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%

Frequently Asked Questions

Which ETF is better, MBCC or VOO?

On fees, VOO is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MBCC or VOO?

VOO is cheaper with a 0.03% expense ratio, compared with 1.25% for MBCC.

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

VOO has the higher dividend yield at 1.03%, compared with 0.00% for MBCC.

What is the main difference between MBCC and VOO?

MBCC is categorized as Large Cap Growth Equities, while VOO is S&P 500. MBCC tracks Kingsview Blue Chips Core Index, while VOO tracks S&P 500 Index. They also come from different issuers: Kingsview Partners LLC and Vanguard. Their fees differ too: 1.25% for MBCC and 0.03% for VOO.