MBCE vs QQQ
Monarch Blue Chips Elite Index ETF vs Invesco QQQ Trust, Series 1
Which is better, MBCE or QQQ?
Large Cap Blend against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | MBCE | QQQ |
|---|---|---|
| Expense Ratio | 1.01% | 0.18%Best |
| AUM | $194M | $483.5B |
| Dividend Yield | 0.24% | 0.44% |
| Holdings | 17 | 107 |
| YTD Return | -2.87% | +21.22%Best |
| 1Y Return | - | +23.58% |
| 3Y Return (annualized) | - | +28.18% |
| 5Y Return (annualized) | - | +15.82% |
| Fund Family | Monarch Funds | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | Mar 23, 2021 | Mar 10, 1999 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
MBCE vs QQQ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
MBCE vs QQQ Performance
Monarch Blue Chips Elite Index ETF (MBCE) is an ETF from Monarch Funds and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Year to date, MBCE is down 2.87% versus a gain of 21.22% for QQQ.
Past performance does not guarantee future results.
Fees and Cost Over Time
MBCE charges 1.01% per year while QQQ charges 0.18%. On a $10,000 position that is $101 vs $18 annually, a gap of $83 per year that compounds over a long holding period. On income, MBCE currently yields 0.24% against 0.44% for QQQ.
Holdings Overlap
At least 29.5% of QQQ's money is in holdings MBCE also owns.
Stated as a floor: for MBCE, our book for it covers 50.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
QQQ and MBCE share little of their money.
10 positions in common, counted across the 12 positions we hold weights for in MBCE and 102 in QQQ, against full books of 17 and 107.
Top Shared Holdings
| Stock | Weight in MBCE | Weight in QQQ | Difference |
|---|---|---|---|
| NVDANvidia Corp | 4.29% | 8.44% | 4.15% |
| AMZNAmazon.Com Inc | 4.15% | 4.67% | 0.52% |
| AMDAdvanced Micro Devices Inc | 4.51% | 3.45% | 1.06% |
| AVGOBroadcom Inc | 4.18% | 3.16% | 1.02% |
| TSLATesla Inc | 4.20% | 2.56% | 1.64% |
| AMATApplied Materials, Inc. | 4.33% | 1.86% | 2.47% |
| LRCXLrcx Uw Equity | 4.46% | 1.69% | 2.77% |
| PLTRPalantir Technologies Inc | 3.84% | 1.60% | 2.24% |
| TXNTexas Instrument Inc | 4.17% | 1.12% | 3.05% |
| AMGNAmgen Inc. | 3.84% | 0.97% | 2.87% |
29.5% of QQQ is already inside MBCE.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MBCE or QQQ?
MBCE has an expense ratio of 1.01% while QQQ charges 0.18%. QQQ is the cheaper option, by $83 a year on a $10,000 investment.
What is the holdings overlap between MBCE and QQQ?
At least 29.5% of QQQ's money is in holdings MBCE also owns. Our book for MBCE is partial, so the real figure is this or higher. They hold 10 positions in common, counted across the 12 positions we hold weights for in MBCE and 102 in QQQ.
Which pays a higher dividend, MBCE or QQQ?
MBCE yields 0.24% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
Is QQQ better than MBCE?
QQQ has a lower expense ratio. QQQ led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.