MBCE vs VOO

AMBCE

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · MBCE $11,041

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common17.0%MBCE and VOO

MBCE

VOO

Monarch Blue Chips Elite Index ETF · $199MVanguard S&P 500 ETF · $1.00T

+8.2%3 years · per year$12,672 · $18,224+22.1%

+2.0%5 years · per year$11,041 · $17,156+11.4%

1.01%Expense ratio$101 · $3 on $10k · lower wins0.03%

0.33%12-mo yield$33 · $110 on $10k1.10%

−22.2%Worst dropSmaller wins−8.9%

26.1%VolatilityLower wins13.5%

0–6VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBCE · VOO

4.0%NVDA8.4%

4.6%AMZN3.7%

3.9%AVGO2.5%

4.7%TSLA1.5%

Held in common17.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AMBCE	Monarch Blue Chips Elite Index ETFRead Desk		1.01%	0.33%	−9.4%	−12.2%	−11.5%	+8.2%	+2.0%	−22.2%	$199M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AMBCE	Monarch Blue Chips Elite Index ETFRead Desk		1.01%	0.33%	−9.4%	−12.2%	−11.5%	+8.2%	+2.0%	−22.2%	$199M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MBCE vs VOO

MBCE

Monarch Blue Chips Elite Index

$11,041

VOO

Vanguard S&P 500

$17,156

MeasureMBCEVOO

Fee1.01%0.03%

Cost on $10k a year$101$3

Yield0.33%1.10%

5 years, per year+2.0%+11.4%

3 years, per year+8.2%+22.1%

Worst drop · 1Y−22.2%−8.9%

Volatility · 1Y26.1%13.5%

6–0measures won
VOO first

17.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: MBCE, VOO

Today

17.0%most shared, MBCE and VOO

MBCEVOO

MBCE—17.0%

VOO17.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

MBCE$33 − $101 = −$68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee