MBCE vs. MFUS

Last updated Jun 5, 2026

MBCE (Monarch Blue Chips Elite Index ETF) and MFUS (PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF) are both Large Cap Growth Equities funds - MBCE tracks the Monarch Blue Chips Elite Index while MFUS tracks the RAFI Dynamic Multi-Factor U.S. Index​. Both are passively managed. MBCE charges 1.14%/yr vs 0.30%/yr for MFUS.

Performance

MBCE vs. MFUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Elite Index ETF (MBCE) and PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF (MFUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

MBCE

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

MFUS

• 1D: 0.19%
• 1M: 4.47%
• YTD: 16.59%
• 6M: 16.69%
• 1Y: 28.65%
• 3Y*: 22.52%
• 5Y*: 12.86%
• 10Y*: —

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

MBCE vs. MFUS - Yearly Performance Comparison

	2026 (YTD)
MBCE Monarch Blue Chips Elite Index ETF	-1.43%
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF	0.19%

MBCE vs. MFUS - Sectors Allocation Comparison

Sectors	MBCE	MFUS
Technology	42.3%	21.8%
Healthcare	13.9%	13.5%
Financial Services	11.2%	12.6%
Consumer Cyclical	10.9%	10.6%
Real Estate	7.6%	1.8%
Communication Services	7.1%	5.3%
Industrials	3.6%	12.6%
Consumer Defensive	3.5%	10.3%
Basic Materials	-	2.8%
Energy	-	7.0%
Utilities	-	1.7%

Return for Risk

MBCE vs. MFUS — Risk / Return Rank

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

MFUS

MFUS Risk / Return Rank: 84
MFUS Sharpe Ratio Rank: 83
MFUS Sortino Ratio Rank: 86
MFUS Omega Ratio Rank: 81
MFUS Calmar Ratio Rank: 84
MFUS Martin Ratio Rank: 87

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. MFUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Elite Index ETF (MBCE) and PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF (MFUS). 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

	MBCE	MFUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.69	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.86	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.79	—

Drawdowns

MBCE vs. MFUS - Drawdown Comparison

The maximum MBCE drawdown since its inception was -1.43%, smaller than the maximum MFUS drawdown of -35.21%. Use the drawdown chart below to compare losses from any high point for MBCE and MFUS.

Drawdown Indicators

	MBCE	MFUS	Difference
Max Drawdown Largest peak-to-trough decline	-1.43%	-35.21%	+33.78%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.39%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-15.39%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-18.22%	—
Current Drawdown Current decline from peak	-1.43%	0.00%	-1.43%
Average Drawdown Average peak-to-trough decline	-1.43%	-3.99%	+2.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.55%	—

Volatility

Volatility by Period

	MBCE	MFUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.97%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.22%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	10.71%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	15.03%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	17.35%	—

MBCE vs. MFUS - Expense Ratio Comparison

MBCE has a 1.14% expense ratio, which is higher than MFUS's 0.30% expense ratio.

Dividends

MBCE vs. MFUS - Dividend Comparison

MBCE has not paid dividends to shareholders, while MFUS's dividend yield for the trailing twelve months is around 1.35%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
MBCE Monarch Blue Chips Elite Index ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF	1.35%	1.54%	1.45%	1.96%	2.07%	1.35%	1.72%	1.89%	1.69%	1.01%

Frequently Asked Questions

Which ETF is better, MBCE or MFUS?

On fees, MFUS is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MBCE or MFUS?

MFUS is cheaper with a 0.30% expense ratio, compared with 1.14% for MBCE.

Which ETF pays a higher dividend yield, MBCE or MFUS?

MFUS has the higher dividend yield at 1.35%, compared with 0.00% for MBCE.

What is the main difference between MBCE and MFUS?

MBCE tracks Monarch Blue Chips Elite Index, while MFUS tracks RAFI Dynamic Multi-Factor U.S. Index​. They also come from different issuers: Kingsview Partners LLC and PIMCO. Their fees differ too: 1.14% for MBCE and 0.30% for MFUS.