MBCE vs SPYM5YMBCEMBCEAvsBSPYMSPYMMonarch Blue Chips Elite Index ETF · $199MState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in+9.9%3 years · per year$13,259 · $17,930+21.5%+3.5%5 years · per year$11,859 · $17,277+11.6%Cost and income1.01%Expense ratio$101 · $2 on $10k · lower wins0.02%0.30%12-mo yield$30 · $103 on $10k
Overlap: MBCE, SPYM, IVVToday99.9%most shared, SPYM and IVVMBCESPYMIVVMBCE—16.1%16.1%SPYM16.1%—99.9%IVV16.1%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
MBCE vs SPYM5YAMBCEMonarch Blue Chips Elite Index$11,859vsSPYMBSPDR Portfolio S&P 500$17,277$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$185.8B2IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$875.2B3AMBCEMonarch Blue Chips Elite Index ETFReadDesk1.01%0.30%−2.5%−3.4%−4.0%+9.9%+3.5%−22.2%$199MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$185.8B2IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$875.2B3AMBCEMonarch Blue Chips Elite Index ETFReadDesk1.01%0.30%−2.5%−3.4%−4.0%+9.9%+3.5%−22.2%$199MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$875B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: MBCE, SPYM, IVVToday99.9%most shared, SPYM and IVVMBCESPYMIVVMBCE—16.1%16.1%SPYM16.1%—99.9%IVV16.1%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$108most kept, IVVIVV$111 − $3 = $108SPYM$103 − $2 = $101MBCE$30 − $101 = −$71KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee