StockComparison Logo
vs

MBCC vs IGBH

Comparison between MONARCH BLUE CHIPS CORE INDEX ETF (MBCC, ETF) and ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF (IGBH, ETF).

MBCC vs IGBH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MBCC
$170M
Winner
IGBH
$171M
Expense Ratio
MBCC
1.14%
Winner
IGBH
0.14%
Max Drawdown
MBCC
N/A
IGBH
38.89%
Sharpe Ratio
MBCC
0.00
Winner
IGBH
1.22
5Y Beta
Winner
MBCC
0.00
IGBH
0.24
P/E Ratio
MBCC
36.40
IGBH
N/A
Forward P/E
MBCC
26.73
IGBH
N/A
PEG Ratio
MBCC
0.71
IGBH
N/A
5Y Dividends CAGR
MBCC
N/A
IGBH
21.47%
5Y EPS CAGR
MBCC
20.35%
IGBH
N/A
Debt to Equity
MBCC
-45.96%
IGBH
N/A
P/S Ratio
MBCC
6.43
IGBH
N/A
P/B Ratio
MBCC
8.14
IGBH
N/A

MBCC vs IGBH - Historical Returns

Returns include dividend reinvestment.

1M
MBCC
N/A
IGBH
+1.28%
3M
MBCC
N/A
IGBH
+3.21%
6M
MBCC
N/A
IGBH
+2.63%
1Y
MBCC
N/A
IGBH
+9.07%
5Y(CAGR)
MBCC
N/A
IGBH
+5.24%
10Y(CAGR)
MBCC
N/A
IGBH
+5.01%
Max(CAGR)
MBCC
+0.00%
Winner
IGBH
+4.71%

MBCC vs IGBH - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearMBCCIGBH
2026+0.00%+2.09%
2025N/A+8.11%
2024N/A+7.57%
2023N/A+12.32%
2022N/A-3.22%
2021N/A+3.04%
2020N/A+1.46%
2019N/A+9.69%
2018N/A-4.22%
2017N/A+9.75%
2016N/A+7.57%
2015N/A-0.51%

MBCC vs IGBH Drawdown Comparison

The maximum drawdown for IGBH was -33.67%, occurring on Mar 20, 2020. Recovery took 233 trading sessions.

The current IGBH drawdown is -0.31%.

RankMBCCIGBH
#1N/A-33.67%
Jan 17, 2020 - Dec 18, 2020
#2N/A-10.49%
Sep 27, 2021 - Jun 16, 2023
#3N/A-8.51%
Jan 23, 2018 - Dec 18, 2019
#4N/A-8.12%
Oct 22, 2015 - Apr 22, 2016
#5N/A-6.93%
Feb 14, 2025 - Jul 1, 2025
#6N/A-4.24%
Jan 22, 2026 - May 14, 2026
#7N/A-3.03%
May 31, 2024 - Sep 18, 2024
#8N/A-2.87%
Apr 29, 2016 - Jul 26, 2016
#9N/A-2.87%
Feb 17, 2021 - Mar 31, 2021
#10N/A-2.59%
Sep 18, 2015 - Oct 22, 2015
#11N/A-2.36%
Apr 6, 2021 - Sep 24, 2021
#12N/A-2.04%
Jul 6, 2017 - Sep 29, 2017
#13N/A-1.93%
Oct 20, 2016 - Dec 6, 2016
#14N/A-1.76%
Dec 31, 2019 - Jan 17, 2020
#15N/A-1.56%
Dec 29, 2020 - Jan 13, 2021

Correlation

Correlation between MBCC and IGBH is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.

0.00
-101

Select Stocks to Compare