Screener
MPRO vs BSR
Monarch ProCap ETF vs Pacific Select Fund
Key differences
- MPRO is significantly larger than BSR — larger funds tend to be more liquid and less likely to close.
- MPRO follows a index tracking strategy; BSR uses active selection.
- Over the last 3 years, MPRO has delivered higher annualized returns.
Side-by-side comparison
| MPRO | BSR | |
|---|---|---|
| Annual cost (TER) | 1.07% | 1.09% |
| Fund size (AUM) | $253M | $39M |
| Since | 2021 | 2023 |
| Dividend yield | 1.89% | 1.02% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +14.7% | +12.5% |
| CAGR 3Y | +10.3% | +8.0% |
| CAGR 5Y | +5.7% | N/A |
| Sharpe 3Y | 0.82 | 0.33 |
| Volatility 1Y | 6.68% | 8.71% |
| Max drawdown | -14.50% | -15.68% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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