MBCE vs VYM
Monarch Blue Chips Elite Index ETF vs Vanguard High Dividend Yield ETF
Which is better, MBCE or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM 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 | VYM |
|---|---|---|
| Expense Ratio | 1.01% | 0.04%Best |
| AUM | $194M | $81.6B |
| Dividend Yield | 0.24% | 2.22% |
| Holdings | 17 | 613 |
| YTD Return | -2.87% | +11.47%Best |
| 1Y Return | - | +15.94% |
| 3Y Return (annualized) | - | +18.03% |
| 5Y Return (annualized) | - | +12.35% |
| Fund Family | Monarch Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Mar 23, 2021 | Nov 10, 2006 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
MBCE vs VYM 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 VYM Performance
Monarch Blue Chips Elite Index ETF (MBCE) is an ETF from Monarch Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, MBCE is down 2.87% versus a gain of 11.47% for VYM.
Past performance does not guarantee future results.
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 0.24% against 2.22% for VYM.
Holdings Overlap
At least 10.7% of VYM'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.
VYM and MBCE share little of their money.
4 positions in common, counted across the 12 positions we hold weights for in MBCE and 557 in VYM, against full books of 17 and 613.
You are not choosing between two funds in isolation.
Whichever of MBCE and VYM 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 VYM?
MBCE has an expense ratio of 1.01% while VYM charges 0.04%. VYM is the cheaper option, by $97 a year on a $10,000 investment.
What is the holdings overlap between MBCE and VYM?
At least 10.7% of VYM's money is in holdings MBCE also owns. Our book for MBCE is partial, so the real figure is this or higher. They hold 4 positions in common, counted across the 12 positions we hold weights for in MBCE and 557 in VYM.
Which pays a higher dividend, MBCE or VYM?
MBCE yields 0.24% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than MBCE?
VYM has a lower expense ratio. VYM led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.