Compare ETFs
Up to five funds side by side: fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  MBCE Monarch Blue Chips Elite… |
|---|---|
| Price | 39.69 +0.77% |
| Issuer | Monarch |
| AUM | $211.6M |
| Expense Ratio | 1.01% |
| Yield (TTM) | 0.27% |
| Inception | Mar 23, 2021 |
| Holdings | — |
| Avg Volume | 20.73K |
| YTD | +7.50% |
| 1Y total | +6.75% |
| 3Y total (ann.) | +15.47% |
| 5Y total (ann.) | +6.69% |
| Volatility 1Y | 22.60% |
| Sharpe 1Y | 0.341 |
| Max drawdown 1Y | -17.36% |
| Beta vs S&P 500 (3Y) | 0.985 |
| Top 10 holdings | BBH SWEEP… 41.29% US DOLLARS 7.23% AMD 5.19% PLTR 4.50% AMAT 4.44% TXN 4.37% LRCX 4.24% TSLA 4.17% NVDA 4.17% AMZN 4.06% |
| Sector mix |
Total Return, normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only; it is not advice about which fund suits anyone.