Screener
MVFD vs MBCC
Monarch Volume Factor Dividend Tree ETF vs Monarch Blue Chips Core ETF
Key differences
- MBCC costs 0.05% less per year.
Side-by-side comparison
| MVFD | MBCC | |
|---|---|---|
| Annual cost (TER) | 1.19% | 1.14% |
| Fund size (AUM) | $108M | $170M |
| Since | 2024 | 2021 |
| Dividend yield | 1.44% | 0.35% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +24.7% | +12.8% |
| CAGR 3Y | N/A | +15.5% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | N/A | 0.82 |
| Volatility 1Y | 15.20% | 12.14% |
| Max drawdown | -19.07% | -30.62% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MVFD and MBCC
Explore further