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MBCC vs MSSS

Monarch Blue Chips Core ETF vs Monarch Select Subsector ETF

MBCC

Monarch Blue Chips Core ETF

Monarch Funds

Annual cost

1.14%

Fund size

$170M

MSSS

Monarch Select Subsector ETF

Monarch Funds

Annual cost

1.43%

Fund size

$128M

Key differences

  • MBCC costs 0.29% less per year.

Side-by-side comparison

MBCCMSSS
Annual cost (TER)1.14%1.43%
Fund size (AUM)$170M$128M
Since20212024
Dividend yield0.35%0.36%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.8%+23.3%
CAGR 3Y+15.5%N/A
CAGR 5Y+8.5%N/A
Sharpe 3Y0.82N/A
Volatility 1Y12.14%13.19%
Max drawdown-30.62%-19.14%

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

Similar to MBCC and MSSS