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MBCC vs BCHP

Monarch Blue Chips Core ETF vs Principal Focused Blue Chip ETF

MBCC

Monarch Blue Chips Core ETF

Monarch Funds

Annual cost

1.14%

Fund size

$170M

BCHP

Principal Focused Blue Chip ETF

Principal Funds

Annual cost

0.58%

Fund size

$223M

Key differences

  • BCHP costs 0.56% less per year.
  • MBCC covers north america markets; BCHP covers global.

Side-by-side comparison

MBCCBCHP
Annual cost (TER)1.14%0.58%
Fund size (AUM)$170M$223M
Since20212023
Dividend yield0.35%0.00%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+12.8%+7.4%
CAGR 3Y+15.5%N/A
CAGR 5Y+8.5%N/A
Sharpe 3Y0.82N/A
Volatility 1Y12.14%15.85%
Max drawdown-30.62%-18.56%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MBCC and BCHP