MBCC vs VXUS
MBCC vs VXUS
Monarch Blue Chips Core Index ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | MBCC | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 1.14% | 0.05% | |
| AUM | $184M | $156.5B | |
| Dividend Yield | 0.35% | 2.60% | |
| Holdings | 26 | 8,747 | |
| YTD Return | +7.90% | +14.57% | |
| 1Y Return | +13.18% | +27.82% | |
| 3Y Return (annualized) | +15.61% | +19.27% | |
| 5Y Return (annualized) | +8.49% | +9.28% | |
| Volatility (annualized) | 16.5% | 15.1% | |
| Max Drawdown | -30.6% | -39.9% | |
| Fund Family | Monarch Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 23, 2021 | Jan 26, 2011 |
MBCC vs VXUS Performance
Monarch Blue Chips Core Index ETF (MBCC) is a ETF from Monarch Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year MBCC returned +13.18% while VXUS returned +27.82%. Year to date, MBCC is up 7.90% versus a gain of 14.57% for VXUS.
Over three years, MBCC compounded at +15.61% per year against +19.27% for VXUS; over five years the annualized figures are +8.49% and +9.28% respectively. Across the full 5-year window we track, MBCC has the edge at +9.79% annualized vs +4.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MBCC has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -30.6% for MBCC and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
MBCC charges 1.14% per year while VXUS charges 0.05%. On a $10,000 position that is $114 vs $5 annually, a gap of $109 per year that compounds over a long holding period. On income, MBCC currently yields 0.35% against 2.60% for VXUS.
Holdings Overlap
MBCC and VXUS share 0 holdings out of 7885 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, MBCC or VXUS?
MBCC has an expense ratio of 1.14% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $109 per year of difference.
Which performed better, MBCC or VXUS?
Over the past year MBCC returned +13.18% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), MBCC annualized +9.79% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, MBCC or VXUS?
MBCC has been the more volatile fund at 16.5% annualized versus 15.1% for VXUS. Worst drawdown: MBCC -30.6% vs VXUS -39.9%.
Should I hold both MBCC and VXUS?
MBCC and VXUS have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MBCC and VXUS?
MBCC and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7885 unique securities.
Which pays a higher dividend, MBCC or VXUS?
MBCC yields 0.35% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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