MBCE vs VTI
Monarch Blue Chips Elite Index ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, MBCE or VTI?
VTI has been ahead.
VTI has a lower expense ratio. VTI 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 | VTI |
|---|---|---|
| Expense Ratio | 1.01% | 0.03%Best |
| AUM | $194M | $666.9B |
| Dividend Yield | 0.24% | 1.03% |
| Holdings | 17 | 3,543 |
| YTD Return | -2.55% | +13.10%Best |
| 1Y Return | - | +17.01% |
| 3Y Return (annualized) | - | +22.26% |
| 5Y Return (annualized) | - | +11.98% |
| Fund Family | Monarch Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 23, 2021 | May 24, 2001 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
MBCE vs VTI 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 VTI Performance
Monarch Blue Chips Elite Index ETF (MBCE) is an ETF from Monarch Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, MBCE is down 2.55% versus a gain of 13.10% for VTI.
Past performance does not guarantee future results.
Fees and Cost Over Time
MBCE charges 1.01% per year while VTI 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 0.24% against 1.03% for VTI.
Holdings Overlap
At least 18.0% of VTI'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.
VTI and MBCE share little of their money.
12 positions in common, counted across the 12 positions we hold weights for in MBCE and 3,463 in VTI, against full books of 17 and 3,543.
Top Shared Holdings
| Stock | Weight in MBCE | Weight in VTI | Difference |
|---|---|---|---|
| NVDANvidia Corp | 4.29% | 6.40% | 2.11% |
| AMZNAmazon.Com Inc | 4.15% | 3.65% | 0.50% |
| AVGOBroadcom Inc | 4.18% | 2.56% | 1.62% |
| AMDAdvanced Micro Devices Inc | 4.51% | 1.08% | 3.43% |
| TSLATesla Inc | 4.20% | 1.22% | 2.98% |
| LRCXLrcx Uw Equity | 4.46% | 0.51% | 3.95% |
| AMATApplied Materials, Inc. | 4.33% | 0.56% | 3.77% |
| CATCaterpillar, Inc. | 4.33% | 0.52% | 3.81% |
| GEGeneral Electric Co. | 4.19% | 0.52% | 3.67% |
| TXNTexas Instrument Inc | 4.17% | 0.35% | 3.82% |
You are not choosing between two funds in isolation.
Whichever of MBCE and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MBCE or VTI?
MBCE has an expense ratio of 1.01% while VTI charges 0.03%. VTI is the cheaper option, by $98 a year on a $10,000 investment.
What is the holdings overlap between MBCE and VTI?
At least 18.0% of VTI's money is in holdings MBCE also owns. Our book for MBCE is partial, so the real figure is this or higher. They hold 12 positions in common, counted across the 12 positions we hold weights for in MBCE and 3,463 in VTI.
Which pays a higher dividend, MBCE or VTI?
MBCE yields 0.24% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than MBCE?
VTI has a lower expense ratio. VTI led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.