Compare · 2 funds side by side · dividends reinvested

MBCE and VOO

MBCEMonarch×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

MBCE and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.0

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

MBCE

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 17.1% in common

MBCEMeasureVOO

−3.1%Year to dateJan 1 → Nov 4+13.4%

−2.8%1 yearTotal return+13.5%

+12.1%3 years · per year$10,000 became $14,072 · $19,172+24.2%

+4.1%5 years · per year$10,000 became $12,243 · $18,115+12.6%

1.01%Expense ratio$101 · $3 a year on $10k · lower is better0.03%

0.30%Trailing 12-mo yield$30 · $105 a year on $10k1.05%

−17.4%Worst dropSmaller is better−8.9%

24.1%VolatilityLower is calmer12.8%

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

0–8VOO 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 VOO: Top 5 Holdings

Today

MBCE

23.7%in top 5

VOO

in top 528.3%

MBCEStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

5.3%TXNnot top 5

4.8%TSLAnot top 5

4.7%AMGNnot top 5

4.5%AMDnot top 5

4.3%AMZN3.7%

not top 5GOOGL3.1%

Held in common17.1%

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

MBCE vs VOO Returns, Every Period

MonarchMBCE

+4.1%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

MBCEVOOFaded: behind in that period

0–4VOO wins

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

Unsorted vs Core: MBCE vs VOO

YTD

MonarchMBCE

−3.1%

VOOVanguard

+13.4%

−3.1%Year to date+13.4%

−17.4%Worst drop · 1Y−8.9%

24.1%Volatility · 1Y12.8%

0.3%Yield1.1%

$199MAssets$1.00T

4–0VOO wins

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

Cost, Income and Risk

Fees: MBCE, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MBCE1.01%$101

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

Yields: MBCE, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

MBCE0.30%$30

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

MBCE$30 − $101 = −$71

KeptFee

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

Overlap: MBCE, VOO

Today

17.1%most shared, MBCE and VOO

MBCEVOO

MBCE—17.1%

VOO17.1%—

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

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

VOOWorst drop−8.9%12.8% 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

VOOMBCE

+13.4%Year to date−3.1%

1.1%Yield0.3%

+13.5%Past year−2.8%

0.03%Fee1.01%

4–0VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026