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MAMB vs SPY

Comparison between MONARCH AMBASSADOR INCOME INDEX ETF (MAMB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MAMB, delivering a return of +12.4% compared to +0.2%

MAMB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MAMB
$187M
Winner
SPY
$781B
Expense Ratio
MAMB
1.15%
Winner
SPY
0.09%
Max Drawdown
Winner
MAMB
20.04%
SPY
56.47%
Sharpe Ratio
MAMB
0.18
Winner
SPY
1.12
5Y Beta
Winner
MAMB
0.08
SPY
1.00
P/E Ratio
MAMB
N/A
SPY
28.53
Forward P/E
MAMB
N/A
SPY
21.47
5Y Dividends CAGR
Winner
MAMB
87.64%
SPY
6.00%
5Y EPS CAGR
MAMB
N/A
SPY
25.58%
Debt to Equity
MAMB
N/A
SPY
32.09%
P/S Ratio
MAMB
N/A
SPY
3.75
P/B Ratio
MAMB
N/A
SPY
5.64

MAMB vs SPY - Holdings Comparison

MAMB and SPY have 0 common holdings. Overlap is 0.00%

MAMB's top 25 holdings weight is 99.63%. SPY's top 25 holdings weight is 51.74%.

RankMAMBSPY
#1
ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) - 19.94%
NVIDIA CORP (NVDA) - 7.89%
#2
ISHARES GOLD TRUST (IAU) - 12.58%
APPLE INC (AAPL) - 7.37%
#3
ISHARES MBS ETF (MBB) - 12.48%
MICROSOFT CORP (MSFT) - 4.50%
#4
ISHARES CORE US AGGREGATE BOND ETF (AGG) - 12.46%
AMAZON.COM INC (AMZN) - 3.82%
#5
INVESCO TAXABLE MUNICIPAL BOND ETF (BAB) - 12.43%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ISHARES 20& YEAR TREASURY BOND ETF (TLT) - 12.31%
BROADCOM INC (AVGO) - 2.86%
#7
ISHARES IBOXX $ INVMT GRADE CORP BD ETF (LQD) - 9.90%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) - 5.02%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
STATE STREET® SPDR® S/T CORP BD ETF (SPSB) - 2.51%
TESLA INC (TSLA) - 1.70%
#10N/A
MICRON TECHNOLOGY INC (MU) - 1.56%
#11N/A
JPMORGAN CHASE & CO (JPM) - 1.42%
#12N/A
ELI LILLY AND CO (LLY) - 1.40%
#13N/A
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14N/A
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15N/A
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16N/A
JOHNSON & JOHNSON (JNJ) - 0.91%
#17N/A
VISA INC CLASS A (V) - 0.90%
#18N/A
WALMART INC (WMT) - 0.76%
#19N/A
INTEL CORP (INTC) - 0.75%
#20N/A
APPLIED MATERIALS INC (AMAT) - 0.70%
#21N/A
CISCO SYSTEMS INC (CSCO) - 0.68%
#22N/A
MASTERCARD INC CLASS A (MA) - 0.66%
#23N/A
ABBVIE INC (ABBV) - 0.66%
#24N/A
CATERPILLAR INC (CAT) - 0.65%
#25N/A
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings9505

MAMB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MAMB
-1.73%
Winner
SPY
+0.63%
3M
MAMB
-2.23%
Winner
SPY
+4.46%
6M
MAMB
-2.12%
Winner
SPY
+7.67%
1Y
MAMB
+5.29%
Winner
SPY
+17.68%
5Y(CAGR)
MAMB
+0.21%
Winner
SPY
+12.42%
10Y(CAGR)
MAMB
N/A
SPY
+14.84%
Max(CAGR)
MAMB
+0.67%
Winner
SPY
+8.44%

MAMB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMAMBSPY
2026-0.11%+8.63%
2025+10.47%+18.00%
2024+1.78%+25.59%
2023+4.53%+26.72%
2022-12.53%-18.64%
2021+1.46%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

MAMB vs SPY Drawdown Comparison

The maximum drawdown for MAMB was -19.33%, occurring on Oct 20, 2022. Recovery took 1030 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MAMB drawdown is -3.75%. The current SPY drawdown is -2.57%.

RankMAMBSPY
#1-19.33%
Sep 3, 2021 - Oct 13, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-3.75%
Feb 27, 2026 - Jul 23, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-2.39%
Oct 20, 2025 - Jan 13, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.31%
Jan 29, 2026 - Feb 20, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.15%
Jul 29, 2021 - Aug 27, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.15%
Apr 26, 2021 - May 24, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.01%
Jun 10, 2021 - Jul 29, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.50%
Jun 2, 2021 - Jun 8, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.46%
Jan 14, 2026 - Jan 21, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.46%
Mar 26, 2021 - Mar 31, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.42%
Apr 15, 2021 - Apr 26, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.37%
Apr 6, 2021 - Apr 13, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.37%
Oct 16, 2025 - Oct 20, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.28%
Apr 13, 2021 - Apr 15, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.21%
Oct 14, 2025 - Oct 16, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MAMB and SPY is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

Dividend Comparison (1999 - 2026)

MAMB vs SPY dividend yield comparison.

YearMAMBSPY
20261.07%0.50%
20252.47%1.07%
20242.11%1.21%
20231.73%1.40%
20220.92%1.65%
20210.56%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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