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MBCC vs TCHP

Monarch Blue Chips Core ETF vs T. Rowe Price Blue Chip Growth ETF

MBCC

Monarch Blue Chips Core ETF

Monarch Funds

Annual cost

1.14%

Fund size

$170M

TCHP

T. Rowe Price Blue Chip Growth ETF

T. Rowe Price

Annual cost

0.57%

Fund size

$2.1B

Key differences

  • TCHP costs 0.57% less per year.
  • TCHP is significantly larger than MBCC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, TCHP has delivered higher annualized returns.

Side-by-side comparison

MBCCTCHP
Annual cost (TER)1.14%0.57%
Fund size (AUM)$170M$2.1B
Since20212020
Dividend yield0.35%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.8%+23.6%
CAGR 3Y+15.5%+26.7%
CAGR 5Y+8.5%+12.3%
Sharpe 3Y0.821.11
Volatility 1Y12.14%16.22%
Max drawdown-30.62%-42.34%

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

Similar to MBCC and TCHP