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MBCE vs. DARP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MBCE vs. DARP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Elite Index ETF (MBCE) and Grizzle Growth ETF (DARP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


MBCE

1D
-1.43%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

DARP

1D
-0.39%
1M
6.27%
YTD
32.15%
6M
32.96%
1Y
80.81%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MBCE vs. DARP - Yearly Performance Comparison


MBCE vs. DARP - Sectors Allocation Comparison


Sectors
MBCE
DARP

Technology

42.3%
45.8%

Healthcare

13.9%
1.4%

Financial Services

11.2%

-

Consumer Cyclical

10.9%
6.6%

Real Estate

7.6%

-

Communication Services

7.1%
19.4%

Industrials

3.6%
12.0%

Consumer Defensive

3.5%

-

Basic Materials

-

4.7%

Energy

-

9.9%

Utilities

-

5.4%

Technology

MBCE
42.3%
DARP
45.8%

Healthcare

MBCE
13.9%
DARP
1.4%

Financial Services

MBCE
11.2%
DARP

-

Consumer Cyclical

MBCE
10.9%
DARP
6.6%

Real Estate

MBCE
7.6%
DARP

-

Communication Services

MBCE
7.1%
DARP
19.4%

Industrials

MBCE
3.6%
DARP
12.0%

Consumer Defensive

MBCE
3.5%
DARP

-

Basic Materials

MBCE

-

DARP
4.7%

Energy

MBCE

-

DARP
9.9%

Utilities

MBCE

-

DARP
5.4%

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Return for Risk

MBCE vs. DARP — Risk / Return Rank

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

MBCE

DARP
DARP Risk / Return Rank: 9191
Overall Rank
DARP Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
DARP Sortino Ratio Rank: 8888
Sortino Ratio Rank
DARP Omega Ratio Rank: 8787
Omega Ratio Rank
DARP Calmar Ratio Rank: 9393
Calmar Ratio Rank
DARP Martin Ratio Rank: 9494
Martin Ratio Rank
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.

MBCE vs. DARP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Elite Index ETF (MBCE) and Grizzle Growth ETF (DARP). 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.

MBCE vs. DARP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MBCEDARPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.51

Sharpe Ratio (All Time)

Calculated using the full available price history

1.48

Drawdowns

MBCE vs. DARP - Drawdown Comparison

The maximum MBCE drawdown since its inception was -1.43%, smaller than the maximum DARP drawdown of -30.27%. Use the drawdown chart below to compare losses from any high point for MBCE and DARP.


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Drawdown Indicators


MBCEDARPDifference

Max Drawdown

Largest peak-to-trough decline

-1.43%

-30.27%

+28.84%

Max Drawdown (1Y)

Largest decline over 1 year

-11.82%

Current Drawdown

Current decline from peak

-1.43%

-1.15%

-0.28%

Average Drawdown

Average peak-to-trough decline

-1.43%

-4.64%

+3.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.10%

Volatility

MBCE vs. DARP - Volatility Comparison


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Volatility by Period


MBCEDARPDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.03%

Volatility (6M)

Calculated over the trailing 6-month period

17.50%

Volatility (1Y)

Calculated over the trailing 1-year period

23.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.09%

MBCE vs. DARP - Expense Ratio Comparison

MBCE has a 1.14% expense ratio, which is higher than DARP's 0.75% expense ratio.


Dividends

MBCE vs. DARP - Dividend Comparison

MBCE has not paid dividends to shareholders, while DARP's dividend yield for the trailing twelve months is around 0.33%.


PositionTTM202520242023
DARP
Grizzle Growth ETF
0.33%0.43%1.93%0.32%
MBCE
Monarch Blue Chips Elite Index ETF
0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, DARP is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DARP is cheaper with a 0.75% expense ratio, compared with 1.14% for MBCE.

DARP has the higher dividend yield at 0.33%, compared with 0.00% for MBCE.

They also come from different issuers: Kingsview Partners LLC and Grizzle. Their fees differ too: 1.14% for MBCE and 0.75% for DARP.

Portfolio Optimizer

Find the right allocation for MBCE and DARP

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