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MBCC vs MPRO

Monarch Blue Chips Core ETF vs Monarch ProCap ETF

MBCC

Monarch Blue Chips Core ETF

Monarch Funds

Annual cost

1.14%

Fund size

$170M

MPRO

Monarch ProCap ETF

Monarch Funds

Annual cost

1.07%

Fund size

$253M

Key differences

  • MPRO costs 0.07% less per year.
  • MBCC is classified as equity, while MPRO is mixed asset — different risk/return profiles.
  • Over the last 3 years, MBCC has delivered higher annualized returns.

Side-by-side comparison

MBCCMPRO
Annual cost (TER)1.14%1.07%
Fund size (AUM)$170M$253M
Since20212021
Dividend yield0.35%1.89%
Asset classequitymixed asset
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.8%+14.7%
CAGR 3Y+15.5%+10.3%
CAGR 5Y+8.5%+5.7%
Sharpe 3Y0.820.82
Volatility 1Y12.14%6.68%
Max drawdown-30.62%-14.50%

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

Similar to MBCC and MPRO