MBCE vs SCHD
Monarch Blue Chips Elite Index ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | MBCE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.01% | 0.06% | |
| AUM | $198M | $112.2B | |
| Dividend Yield | 0.25% | 3.13% | |
| Holdings | 17 | 103 | |
| YTD Return | -5.00% | +27.89% | |
| 1Y Return | - | +29.93% | |
| 3Y Return (annualized) | - | +16.13% | |
| 5Y Return (annualized) | - | +10.00% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -17.4% | -33.4% | |
| Fund Family | Monarch Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 23, 2021 | Oct 20, 2011 |
MBCE vs SCHD Performance
Monarch Blue Chips Elite Index ETF (MBCE) is a ETF from Monarch Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, MBCE is down 5.00% versus a gain of 27.89% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -17.4% for MBCE and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
MBCE charges 1.01% per year while SCHD charges 0.06%. On a $10,000 position that is $101 vs $6 annually, a gap of $95 per year that compounds over a long holding period. On income, MBCE currently yields 0.25% against 3.13% for SCHD.
Holdings Overlap
MBCE and SCHD share 1 holdings out of 111 unique holdings combined, representing a 3.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in MBCE | Weight in SCHD | Difference |
|---|---|---|---|
| TXN | 3.76% | 3.53% | 0.23% |
Frequently Asked Questions
Which is cheaper, MBCE or SCHD?
MBCE has an expense ratio of 1.01% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $95 per year of difference.
What is the holdings overlap between MBCE and SCHD?
MBCE and SCHD share 1 common holdings with a 3.5% weight overlap. Combined, they hold 111 unique securities.
Which pays a higher dividend, MBCE or SCHD?
MBCE yields 0.25% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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