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MSSS vs MBCC

Monarch Select Subsector ETF vs Monarch Blue Chips Core ETF

MSSS

Monarch Select Subsector ETF

Monarch Funds

Annual cost

1.43%

Fund size

$128M

MBCC

Monarch Blue Chips Core ETF

Monarch Funds

Annual cost

1.14%

Fund size

$170M

Key differences

  • MBCC costs 0.29% less per year.

Side-by-side comparison

MSSSMBCC
Annual cost (TER)1.43%1.14%
Fund size (AUM)$128M$170M
Since20242021
Dividend yield0.36%0.35%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.3%+12.8%
CAGR 3YN/A+15.5%
CAGR 5YN/A+8.5%
Sharpe 3YN/A0.82
Volatility 1Y13.19%12.14%
Max drawdown-19.14%-30.62%

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

Similar to MSSS and MBCC