ACVU vs MBCE

Comparison between Hartford Quality Value ETF (ACVU, ETF) and MONARCH BLUE CHIPS ELITE INDEX ETF (MBCE, ETF).

ACVU vs MBCE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ACVU(ETF)	MBCE(ETF)
Net Assets	$184M	$183M
Expense Ratio	0.45%	1.14%
Max Drawdown	16.38%	11.95%
Sharpe Ratio	1.75	-0.77
5Y Beta	0.63	2.28
P/E Ratio	23.84	36.40
Forward P/E	18.32	26.00
PEG Ratio	0.60	0.70
5Y EPS CAGR	13.72%	20.22%
Debt to Equity	48.11%	-39.22%
P/S Ratio	2.35	6.39
P/B Ratio	3.45	8.30

Net Assets

Winner

ACVU

$184M

MBCE

$183M

Expense Ratio

Winner

ACVU

0.45%

MBCE

1.14%

Max Drawdown

ACVU

16.38%

Winner

MBCE

11.95%

Sharpe Ratio

Winner

ACVU

1.75

MBCE

-0.77

5Y Beta

Winner

ACVU

0.63

MBCE

2.28

P/E Ratio

Winner

ACVU

23.84

MBCE

36.40

Forward P/E

Winner

ACVU

18.32

MBCE

26.00

PEG Ratio

Winner

ACVU

0.60

MBCE

0.70

5Y EPS CAGR

ACVU

13.72%

Winner

MBCE

20.22%

Debt to Equity

ACVU

48.11%

Winner

MBCE

-39.22%

P/S Ratio

Winner

ACVU

2.35

MBCE

6.39

P/B Ratio

Winner

ACVU

3.45

MBCE

8.30

ACVU vs MBCE - Holdings Comparison

ACVU and MBCE have 9 common holdings. Overlap is 19.31%

ACVU's top 25 holdings weight is 54.11%. MBCE's top 25 holdings weight is 100.02%.

Rank	ACVU	MBCE
#1	AMAZON.COM INC (AMZN) - 6.79%	ADVANCED MICRO DEVICES INC (AMD) - 9.84%
#2	MICROSOFT CORP (MSFT) - 5.77%	TEXAS INSTRUMENTS INC (TXN) - 5.50%
#3	APPLE INC (AAPL) - 4.35%	BROADCOM INC (AVGO) - 5.34%
#4	CONOCOPHILLIPS (COP) - 3.45%	AMAZON.COM INC (AMZN) - 4.92%
#5	CHUBB LTD (CB) - 3.02%	NVIDIA CORP (NVDA) - 4.55%
#6	DUKE ENERGY CORP (DUK) - 2.18%	APPLE INC (AAPL) - 4.51%
#7	JOHNSON & JOHNSON (JNJ) - 2.04%	MICROSOFT CORP (MSFT) - 4.38%
#8	ABBVIE INC (ABBV) - 2.00%	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 4.36%
#9	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.91%	ELI LILLY AND CO (LLY) - 4.01%
#10	VISA INC CLASS A (V) - 1.76%	VISA INC CLASS A (V) - 3.89%
#11	EXELON CORP (EXC) - 1.67%	SIMON PROPERTY GROUP INC (SPG) - 3.84%
#12	CISCO SYSTEMS INC (CSCO) - 1.64%	SALESFORCE INC (CRM) - 3.74%
#13	MERCK & CO INC (MRK) - 1.61%	META PLATFORMS INC CLASS A (META) - 3.73%
#14	MARSH (MRSH) - 1.59%	AMERICAN TOWER CORP (AMT) - 3.72%
#15	UNITEDHEALTH GROUP INC (UNH) - 1.51%	CAPITAL ONE FINANCIAL CORP (COF) - 3.67%
#16	BANK OF AMERICA CORP (BAC) - 1.39%	MASTERCARD INC CLASS A (MA) - 3.65%
#17	ROPER TECHNOLOGIES INC (ROP) - 1.36%	GE AEROSPACE (GE) - 3.61%
#18	ELI LILLY AND CO (LLY) - 1.35%	WALMART INC (WMT) - 3.45%
#19	THE WALT DISNEY CO (DIS) - 1.35%	NETFLIX INC (NFLX) - 3.41%
#20	MKS INC (MKSI) - 1.33%	DANAHER CORP (DHR) - 3.31%
#21	INGERSOLL RAND INC (IR) - 1.26%	AMGEN INC (AMGN) - 3.31%
#22	INTEL CORP (INTC) - 1.24%	INTUITIVE SURGICAL INC (ISRG) - 3.22%
#23	WESCO INTERNATIONAL INC (WCC) - 1.22%	MCDONALD'S CORP (MCD) - 3.12%
#24	SIMON PROPERTY GROUP INC (SPG) - 1.20%	NIKE INC CLASS B (NKE) - 2.84%
#25	DIAMONDBACK ENERGY INC (FANG) - 1.12%	US DOLLARS (n/a) - 0.10%
Total Holdings	109	25

ACVU vs MBCE - Historical Returns

Returns include dividend reinvestment.

Period	ACVU	MBCE
1 month	+0.49%	-7.26%
3 months	+9.12%	N/A
6 months	+11.83%	N/A
1 year	+25.85%	N/A
Max(CAGR)	+17.32%	-30.39%

Winner

ACVU

+0.49%

MBCE

-7.26%

ACVU

+9.12%

MBCE

N/A

ACVU

+11.83%

MBCE

N/A

ACVU

+25.85%

MBCE

N/A

Max(CAGR)

Winner

ACVU

+17.32%

MBCE

-30.39%

ACVU vs MBCE - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	ACVU	MBCE
2026	+13.57%	-4.65%
2025	+14.64%	N/A
2024	+9.63%	N/A
2023	+8.30%	N/A

ACVU vs MBCE Drawdown Comparison

The maximum drawdown for ACVU was -13.12%, occurring on Apr 8, 2025. Recovery took 194 trading sessions.

The maximum drawdown for MBCE was -11.95%, occurring on Jul 20, 2026. This drawdown has not yet recovered.

The current ACVU drawdown is -0.87%. The current MBCE drawdown is -8.80%.

Rank	ACVU	MBCE
#1	-13.12% Nov 29, 2024 - Sep 11, 2025	-11.95% Jun 30, 2026 - Jul 20, 2026
#2	-7.56% Mar 2, 2026 - Apr 30, 2026	-7.04% Jun 3, 2026 - Jun 15, 2026
#3	-5.67% Oct 17, 2023 - Nov 15, 2023	-4.74% Jun 22, 2026 - Jun 30, 2026
#4	-5.15% Jul 17, 2024 - Aug 23, 2024	-2.53% Jun 15, 2026 - Jun 18, 2026
#5	-5.08% Mar 28, 2024 - May 9, 2024	N/A
#6	-3.65% Nov 12, 2025 - Nov 26, 2025	N/A
#7	-3.33% May 17, 2024 - Jul 15, 2024	N/A
#8	-3.30% Oct 16, 2024 - Nov 11, 2024	N/A
#9	-2.88% Jan 8, 2024 - Jan 30, 2024	N/A
#10	-2.57% Aug 30, 2024 - Sep 26, 2024	N/A
#11	-2.50% Oct 8, 2025 - Oct 20, 2025	N/A
#12	-2.04% Jun 4, 2026 - Jun 12, 2026	N/A
#13	-1.85% Jan 15, 2026 - Jan 26, 2026	N/A
#14	-1.72% Jan 30, 2024 - Feb 22, 2024	N/A
#15	-1.63% Oct 27, 2025 - Nov 11, 2025	N/A

Correlation

Correlation between ACVU and MBCE is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101