MBCE vs. SGRT

Last updated Jun 5, 2026

MBCE (Monarch Blue Chips Elite Index ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. MBCE is passively managed, while SGRT is actively managed. MBCE charges 1.14%/yr vs 0.59%/yr for SGRT.

Performance

MBCE vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Elite Index ETF (MBCE) and SMART Earnings Growth 30 ETF (SGRT). 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*: —

SGRT

• 1D: -1.69%
• 1M: 9.59%
• YTD: 48.90%
• 6M: 51.74%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

MBCE vs. SGRT - Yearly Performance Comparison

	2026 (YTD)
MBCE Monarch Blue Chips Elite Index ETF	-1.43%
SGRT SMART Earnings Growth 30 ETF	-1.69%

Return for Risk

MBCE vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Elite Index ETF (MBCE) and SMART Earnings Growth 30 ETF (SGRT). 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	SGRT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	—	3.63	—

Drawdowns

MBCE vs. SGRT - Drawdown Comparison

The maximum MBCE drawdown since its inception was -1.43%, smaller than the maximum SGRT drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for MBCE and SGRT.

Drawdown Indicators

	MBCE	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-1.43%	-17.87%	+16.44%
Current Drawdown Current decline from peak	-1.43%	-1.69%	+0.26%
Average Drawdown Average peak-to-trough decline	-1.43%	-3.10%	+1.67%

Volatility

Volatility by Period

	MBCE	SGRT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	33.40%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	33.40%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	33.40%	—

MBCE vs. SGRT - Expense Ratio Comparison

MBCE has a 1.14% expense ratio, which is higher than SGRT's 0.59% expense ratio.

Dividends

MBCE vs. SGRT - Dividend Comparison

MBCE has not paid dividends to shareholders, while SGRT's dividend yield for the trailing twelve months is around 0.11%.

Position	TTM	2025
MBCE Monarch Blue Chips Elite Index ETF	0.00%	0.00%
SGRT SMART Earnings Growth 30 ETF	0.11%	0.16%

Frequently Asked Questions

Which ETF is better, MBCE or SGRT?

On fees, SGRT is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MBCE or SGRT?

SGRT is cheaper with a 0.59% expense ratio, compared with 1.14% for MBCE.

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

SGRT has the higher dividend yield at 0.11%, compared with 0.00% for MBCE.

What is the main difference between MBCE and SGRT?

Their fees differ too: 1.14% for MBCE and 0.59% for SGRT.