IVV vs MBCE
iShares Core S&P 500 ETF vs Monarch Blue Chips Elite Index ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | MBCE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.01% | |
| AUM | $886.7B | $198M | |
| Dividend Yield | 1.10% | 0.25% | |
| Holdings | 508 | 17 | |
| YTD Return | +12.92% | -5.00% | |
| 1Y Return | +21.22% | - | |
| 3Y Return (annualized) | +20.95% | - | |
| 5Y Return (annualized) | +12.76% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -17.4% | |
| Fund Family | iShares by BlackRock (US) | Monarch Funds | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 23, 2021 |
IVV vs MBCE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Monarch Blue Chips Elite Index ETF (MBCE) is a ETF from Monarch Funds. Year to date, IVV is up 12.92% versus a loss of 5.00% for MBCE.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -17.4% for MBCE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while MBCE charges 1.01%. On a $10,000 position that is $3 vs $101 annually, a gap of $98 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.25% for MBCE.
Holdings Overlap
IVV and MBCE share 12 holdings out of 505 unique holdings combined, representing a 14.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or MBCE?
IVV has an expense ratio of 0.03% while MBCE charges 1.01%. IVV is the cheaper option. On a $10,000 investment, that is $98 per year of difference.
What is the holdings overlap between IVV and MBCE?
IVV and MBCE share 12 common holdings with a 14.9% weight overlap. Combined, they hold 505 unique securities.
Which pays a higher dividend, IVV or MBCE?
IVV yields 1.10% while MBCE yields 0.25%, so IVV currently pays the higher dividend yield.
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