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MBCC vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between MBCC and VOO is 0.94, 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.

MBCC vs. VOO

Last updated Jun 1, 2025

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.

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.

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Key characteristics

Sharpe Ratio

MBCC:

0.61

VOO:

0.74

Sortino Ratio

MBCC:

0.81

VOO:

1.04

Omega Ratio

MBCC:

1.12

VOO:

1.15

Calmar Ratio

MBCC:

0.51

VOO:

0.68

Martin Ratio

MBCC:

1.91

VOO:

2.58

Ulcer Index

MBCC:

4.92%

VOO:

4.93%

Daily Std Dev

MBCC:

18.90%

VOO:

19.54%

Max Drawdown

MBCC:

-30.62%

VOO:

-33.99%

Current Drawdown

MBCC:

-3.70%

VOO:

-3.55%

Returns By Period

In the year-to-date period, MBCC achieves a 1.94% return, which is significantly higher than VOO's 0.90% return.

MBCC

YTD

1.94%

1M

5.47%

6M

-2.28%

1Y

10.42%

3Y*

13.84%

5Y*

N/A

10Y*

N/A

VOO

YTD

0.90%

1M

5.53%

6M

-1.46%

1Y

13.29%

3Y*

14.31%

5Y*

15.89%

10Y*

12.81%

*Annualized

Compare stocks, funds, or ETFs

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Monarch Blue Chips Core ETF

Vanguard S&P 500 ETF

MBCC vs. VOO - Expense Ratio Comparison

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

MBCC
Monarch Blue Chips Core ETF
VOO
Vanguard S&P 500 ETF
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

MBCC vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MBCC
The Risk-Adjusted Performance Rank of MBCC is 5050
Overall Rank
The Sharpe Ratio Rank of MBCC is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of MBCC is 4545
Sortino Ratio Rank
The Omega Ratio Rank of MBCC is 4747
Omega Ratio Rank
The Calmar Ratio Rank of MBCC is 5252
Calmar Ratio Rank
The Martin Ratio Rank of MBCC is 5151
Martin Ratio Rank
VOO
The Risk-Adjusted Performance Rank of VOO is 6363
Overall Rank
The Sharpe Ratio Rank of VOO is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 6060
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 6262
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 6666
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

The current MBCC Sharpe Ratio is 0.61, which is comparable to the VOO Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of MBCC and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

MBCC vs. VOO - Dividend Comparison

MBCC's dividend yield for the trailing twelve months is around 0.03%, less than VOO's 1.29% yield.

TTM20242023202220212020201920182017201620152014
MBCC
Monarch Blue Chips Core ETF		0.03%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		1.29%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.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

MBCC vs. VOO - Volatility Comparison

Monarch Blue Chips Core ETF (MBCC) has a higher volatility of 5.10% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that MBCC's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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