MBCE vs VYM
Monarch Blue Chips Elite Index ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | MBCE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.01% | 0.04% | |
| AUM | $198M | $81.6B | |
| Dividend Yield | 0.25% | 2.24% | |
| Holdings | 17 | 613 | |
| YTD Return | -5.00% | +14.57% | |
| 1Y Return | - | +21.08% | |
| 3Y Return (annualized) | - | +18.16% | |
| 5Y Return (annualized) | - | +12.00% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -17.4% | -58.8% | |
| Fund Family | Monarch Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 23, 2021 | Nov 10, 2006 |
MBCE vs VYM Performance
Monarch Blue Chips Elite Index ETF (MBCE) is a ETF from Monarch Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, MBCE is down 5.00% versus a gain of 14.57% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -17.4% for MBCE and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $101 vs $4 annually, a gap of $97 per year that compounds over a long holding period. On income, MBCE currently yields 0.25% against 2.24% for VYM.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, MBCE or VYM?
MBCE has an expense ratio of 1.01% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
What is the holdings overlap between MBCE and VYM?
MBCE and VYM share 2 common holdings with a 4.7% weight overlap. Combined, they hold 613 unique securities.
Which pays a higher dividend, MBCE or VYM?
MBCE yields 0.25% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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