MBCE vs VOO
Monarch Blue Chips Elite Index ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | MBCE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.01% | 0.03% | |
| AUM | $198M | $997.4B | |
| Dividend Yield | 0.25% | 1.08% | |
| Holdings | 17 | 509 | |
| YTD Return | -5.00% | +12.87% | |
| 1Y Return | - | +21.15% | |
| 3Y Return (annualized) | - | +20.93% | |
| 5Y Return (annualized) | - | +12.76% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -17.4% | -34.3% | |
| Fund Family | Monarch Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 23, 2021 | Sep 7, 2010 |
MBCE vs VOO Performance
Monarch Blue Chips Elite Index ETF (MBCE) is a ETF from Monarch Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, MBCE is down 5.00% versus a gain of 12.87% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -17.4% for MBCE and -34.3% for VOO. 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 VOO charges 0.03%. On a $10,000 position that is $101 vs $3 annually, a gap of $98 per year that compounds over a long holding period. On income, MBCE currently yields 0.25% against 1.08% for VOO.
Holdings Overlap
MBCE and VOO share 12 holdings out of 505 unique holdings combined, representing a 16.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, MBCE or VOO?
MBCE has an expense ratio of 1.01% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $98 per year of difference.
What is the holdings overlap between MBCE and VOO?
MBCE and VOO share 12 common holdings with a 16.0% weight overlap. Combined, they hold 505 unique securities.
Which pays a higher dividend, MBCE or VOO?
MBCE yields 0.25% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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