PortfoliosLab logoPortfoliosLab logo
MBCE vs. GRW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MBCE vs. GRW - Performance Comparison

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

Loading charts...

Returns By Period


MBCE

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

GRW

1D
0.18%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MBCE vs. GRW - Yearly Performance Comparison


MBCE vs. GRW - Sectors Allocation Comparison


Sectors
MBCE
GRW

Technology

42.3%
26.6%

Healthcare

13.9%
4.1%

Financial Services

11.2%
9.8%

Consumer Cyclical

10.9%
8.3%

Real Estate

7.6%

-

Communication Services

7.1%
9.1%

Industrials

3.6%
38.1%

Consumer Defensive

3.5%

-

Basic Materials

-

4.0%

Energy

-

-

Utilities

-

-

Technology

MBCE
42.3%
GRW
26.6%

Healthcare

MBCE
13.9%
GRW
4.1%

Financial Services

MBCE
11.2%
GRW
9.8%

Consumer Cyclical

MBCE
10.9%
GRW
8.3%

Real Estate

MBCE
7.6%
GRW

-

Communication Services

MBCE
7.1%
GRW
9.1%

Industrials

MBCE
3.6%
GRW
38.1%

Consumer Defensive

MBCE
3.5%
GRW

-

Basic Materials

MBCE

-

GRW
4.0%

Energy

MBCE

-

GRW

-

Utilities

MBCE

-

GRW

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

MBCE vs. GRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Elite Index ETF (MBCE) and TCW Durable Growth ETF (GRW). 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. GRW - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


MBCEGRWDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

13.58

Drawdowns

MBCE vs. GRW - Drawdown Comparison

The maximum MBCE drawdown since its inception was -1.43%, which is greater than GRW's maximum drawdown of -0.45%. Use the drawdown chart below to compare losses from any high point for MBCE and GRW.


Loading charts...

Drawdown Indicators


MBCEGRWDifference

Max Drawdown

Largest peak-to-trough decline

-1.43%

-0.45%

-0.98%

Current Drawdown

Current decline from peak

-1.43%

-0.27%

-1.16%

Average Drawdown

Average peak-to-trough decline

-1.43%

-0.17%

-1.26%

Volatility

MBCE vs. GRW - Volatility Comparison


Loading charts...

Volatility by Period


MBCEGRWDifference

Volatility (1Y)

Calculated over the trailing 1-year period

8.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.89%

MBCE vs. GRW - Expense Ratio Comparison

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


Dividends

MBCE vs. GRW - Dividend Comparison

Neither MBCE nor GRW has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


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

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

MBCE and GRW have nearly identical dividend yields, around 0.00%.

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

Portfolio Optimizer

Find the right allocation for MBCE and GRW

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer