MBCE vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricMBCEVXUSWinner
Expense Ratio1.14%0.05%
AUM$186M$156.5B
Dividend Yield0.22%2.60%
Holdings268,747
YTD Return-2.38%+14.19%
1Y Return-+27.38%
3Y Return (annualized)-+19.53%
5Y Return (annualized)-+9.03%
Volatility (annualized)-15.1%
Max Drawdown-17.4%-39.9%
Fund FamilyMonarch FundsVanguard (US)
CategoryEquityEquity
InceptionMar 23, 2021Jan 26, 2011

MBCE vs VXUS Performance

Monarch Blue Chips Elite Index ETF (MBCE) is a ETF from Monarch Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Year to date, MBCE is down 2.38% versus a gain of 14.19% for VXUS.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -17.4% for MBCE and -39.9% for VXUS. 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 VXUS charges 0.05%. On a $10,000 position that is $114 vs $5 annually, a gap of $109 per year that compounds over a long holding period. On income, MBCE currently yields 0.22% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

MBCE and VXUS share 0 holdings out of 7885 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, MBCE or VXUS?

MBCE has an expense ratio of 1.14% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $109 per year of difference.

What is the holdings overlap between MBCE and VXUS?

MBCE and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7885 unique securities.

Which pays a higher dividend, MBCE or VXUS?

MBCE yields 0.22% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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