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 505 holdings.
Side-by-Side Comparison
| Metric | MBCE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.14% | 0.03% | |
| AUM | $186M | $979.0B | |
| Dividend Yield | 0.22% | 1.09% | |
| Holdings | 26 | 509 | |
| YTD Return | -2.41% | +13.79% | |
| 1Y Return | - | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| 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 2.41% versus a gain of 13.79% 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 1.14% per year while VOO charges 0.03%. On a $10,000 position that is $114 vs $3 annually, a gap of $111 per year that compounds over a long holding period. On income, MBCE currently yields 0.22% against 1.09% for VOO.
Holdings Overlap
MBCE and VOO share 24 holdings out of 505 unique holdings combined, representing a 30.5% 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 1.14% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $111 per year of difference.
What is the holdings overlap between MBCE and VOO?
MBCE and VOO share 24 common holdings with a 30.5% weight overlap. Combined, they hold 505 unique securities.
Which pays a higher dividend, MBCE or VOO?
MBCE yields 0.22% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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