Compare · 2 funds side by side · dividends reinvested

MBCE and SPY

MBCEMonarch×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

MBCE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.0

Monarch Blue Chips Elite Index ETFUnsorted1.01%0.32%−9.7%−9.5%+9.0%+2.5%−22.2%26.2%$199M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: MBCE 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Blue Chips Elite Index ETF · $199M$11,312

MBCE

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 15.9% in common

MBCEMeasureSPY

−9.7%Year to dateJan 1 → Nov 6+8.7%

−9.5%1 yearTotal return+9.7%

+9.0%3 years · per year$10,000 became $12,946 · $18,039+21.7%

+2.5%5 years · per year$10,000 became $11,312 · $17,118+11.3%

1.01%Expense ratio$101 · $9 a year on $10k · lower is better0.09%

0.32%Trailing 12-mo yield$32 · $103 a year on $10k1.03%

−22.2%Worst dropSmaller is better−8.9%

26.2%VolatilityLower is calmer13.6%

MBCESPY Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MBCE vs SPY: Top 5 Holdings

Today

MBCE

24.6%in top 5

SPY

in top 527.8%

MBCEStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.3%AMGNnot top 5

5.2%TXNnot top 5

4.9%AMZN4.0%

4.6%GEnot top 5

4.6%TSLAnot top 5

not top 5GOOGL2.6%

Held in common15.9%

End-of-day Nov 6, 2026 · share of each fund

MBCE vs SPY Returns, Every Period

MonarchMBCE

+2.5%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

MBCESPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: MBCE vs SPY

YTD

MonarchMBCE

−9.7%

SPYSPDR

+8.7%

−9.7%Year to date+8.7%

−22.2%Worst drop · 1Y−8.9%

26.2%Volatility · 1Y13.6%

0.3%Yield1.0%

$199MAssets$819B

4–0SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MBCE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

MBCE1.01%$101

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MBCE, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

MBCE0.32%$32

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

MBCE$32 − $101 = −$69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MBCE, SPY

Today

15.9%most shared, MBCE and SPY

MBCESPY

MBCE—15.9%

SPY15.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

MBCEWorst drop−22.2%26.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMBCE

+8.7%Year to date−9.7%

1.0%Yield0.3%

+9.7%Past year−9.5%

0.09%Fee1.01%

4–0SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026