MBCE vs VTI
Monarch Blue Chips Elite Index ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | MBCE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 1.14% | 0.03% | |
| AUM | $186M | $663.5B | |
| Dividend Yield | 0.22% | 1.07% | |
| Holdings | 26 | 3,543 | |
| YTD Return | -2.38% | +13.87% | |
| 1Y Return | - | +23.31% | |
| 3Y Return (annualized) | - | +21.17% | |
| 5Y Return (annualized) | - | +12.23% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -17.4% | -56.6% | |
| Fund Family | Monarch Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 23, 2021 | May 24, 2001 |
MBCE vs VTI Performance
Monarch Blue Chips Elite Index ETF (MBCE) is a ETF from Monarch Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, MBCE is down 2.38% versus a gain of 13.87% for VTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -17.4% for MBCE and -56.6% for VTI. 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 VTI 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 1.07% for VTI.
Holdings Overlap
MBCE and VTI share 24 holdings out of 2783 unique holdings combined, representing a 28.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, MBCE or VTI?
MBCE has an expense ratio of 1.14% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $111 per year of difference.
What is the holdings overlap between MBCE and VTI?
MBCE and VTI share 24 common holdings with a 28.1% weight overlap. Combined, they hold 2783 unique securities.
Which pays a higher dividend, MBCE or VTI?
MBCE yields 0.22% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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