Compare · 2 funds side by side · dividends reinvested

MBCE and VIG

MBCEMonarch×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

MBCE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.0

Monarch Blue Chips Elite Index ETFUnsorted1.01%0.30%−3.1%−2.8%+12.1%+4.1%−17.4%24.1%$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 4, 2026 · returns include dividends · since: MBCE 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Blue Chips Elite Index ETF · $199M$12,243

MBCE

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 9.6% in common

MBCEMeasureVIG

−3.1%Year to dateJan 1 → Nov 4+16.4%

−2.8%1 yearTotal return+18.9%

+12.1%3 years · per year$10,000 became $14,072 · $17,533+20.6%

+4.1%5 years · per year$10,000 became $12,243 · $17,005+11.2%

1.01%Expense ratio$101 · $4 a year on $10k · lower is better0.04%

0.30%Trailing 12-mo yield$30 · $144 a year on $10k1.44%

−17.4%Worst dropSmaller is better−7.9%

24.1%VolatilityLower is calmer10.2%

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

0–8VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MBCE vs VIG: Top 5 Holdings

Today

MBCE

23.7%in top 5

VIG

in top 522.1%

MBCEStockVIG

5.3%TXNnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.8%TSLAnot top 5

4.7%AMGNnot top 5

4.5%AMDnot top 5

not top 5AVGO4.3%

4.3%AMZNnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common9.6%

End-of-day Nov 4, 2026 · share of each fund

MBCE vs VIG Returns, Every Period

MonarchMBCE

+4.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

MBCEVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: MBCE vs VIG

YTD

MonarchMBCE

−3.1%

VIGVanguard

+16.4%

−3.1%Year to date+16.4%

−17.4%Worst drop · 1Y−7.9%

24.1%Volatility · 1Y10.2%

0.3%Yield1.4%

$199MAssets$109B

4–0VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MBCE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MBCE1.01%$101

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MBCE, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

MBCE0.30%$30

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

MBCE$30 − $101 = −$71

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MBCE, VIG

Today

9.6%most shared, MBCE and VIG

MBCEVIG

MBCE—9.6%

VIG9.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

MBCEWorst drop−17.4%24.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGMBCE

+16.4%Year to date−3.1%

1.4%Yield0.3%

+18.9%Past year−2.8%

0.04%Fee1.01%

4–0VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026