MBCC vs LEXI
Comparison between MONARCH BLUE CHIPS CORE INDEX ETF (MBCC, ETF) and ALEXIS PRACTICAL TACTICAL ETF (LEXI, ETF).
MBCC vs LEXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MBCC
$170M
LEXI
$169M
Expense Ratio
MBCC
1.14%
Winner
LEXI
1.00%
Max Drawdown
MBCC
N/A
LEXI
22.01%
Sharpe Ratio
MBCC
0.00
Winner
LEXI
1.92
5Y Beta
Winner
MBCC
0.00
LEXI
0.83
P/E Ratio
MBCC
36.40
LEXI
N/A
Forward P/E
MBCC
26.73
LEXI
N/A
PEG Ratio
MBCC
0.71
LEXI
N/A
5Y EPS CAGR
MBCC
20.35%
LEXI
N/A
Debt to Equity
MBCC
-45.96%
LEXI
N/A
P/S Ratio
MBCC
6.43
LEXI
N/A
P/B Ratio
MBCC
8.14
LEXI
N/A
MBCC vs LEXI - Holdings Comparison
MBCC and LEXI have 7 common holdings. Overlap is 4.83%
MBCC's top 25 holdings weight is 100.00%. LEXI's top 25 holdings weight is 89.18%.
| Rank | MBCC | LEXI |
|---|---|---|
| #1 | ADVANCED MICRO DEVICES INC (AMD) - 9.17% | STATE STREET® SPDR® S&P MIDCAP 400® ETF (MDY) - 4.91% |
| #2 | TEXAS INSTRUMENTS INC (TXN) - 5.72% | JPMORGAN ULTRA-SHORT INCOME ETF (JPST) - 4.91% |
| #3 | BROADCOM INC (AVGO) - 5.09% | PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) - 4.90% |
| #4 | AMAZON.COM INC (AMZN) - 4.98% | ISHARES FLEXIBLE INCOME ACTIVE ETF (BINC) - 4.85% |
| #5 | NVIDIA CORP (NVDA) - 4.77% | PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) - 4.85% |
| #6 | APPLE INC (AAPL) - 4.59% | VANGUARD DIVIDEND APPRECIATION ETF (VIG) - 4.83% |
| #7 | MICROSOFT CORP (MSFT) - 4.18% | ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 4.82% |
| #8 | VISA INC CLASS A (V) - 4.03% | ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM) - 4.78% |
| #9 | ELI LILLY AND CO (LLY) - 3.97% | XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) - 4.68% |
| #10 | SIMON PROPERTY GROUP INC (SPG) - 3.94% | INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) - 4.63% |
| #11 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.92% | ISHARES RUSSELL 1000 VALUE ETF (IWD) - 4.49% |
| #12 | MASTERCARD INC CLASS A (MA) - 3.78% | VANGUARD MEGA CAP GROWTH ETF (MGK) - 4.45% |
| #13 | CAPITAL ONE FINANCIAL CORP (COF) - 3.77% | STATE STREET®SPDR®DOWJONESINDSTRAVGETFTR (DIA) - 4.41% |
| #14 | AMERICAN TOWER CORP (AMT) - 3.76% | ISHARES MSCI EMERGING MARKETS ETF (EEM) - 4.11% |
| #15 | META PLATFORMS INC CLASS A (META) - 3.70% | ISHARES 0-5 YEAR HIGH YIELD CORP BD ETF (SHYG) - 4.02% |
| #16 | WALMART INC (WMT) - 3.69% | INVESCO QQQ TRUST (QQQ) - 3.38% |
| #17 | SALESFORCE INC (CRM) - 3.63% | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 2.88% |
| #18 | NETFLIX INC (NFLX) - 3.61% | VANGUARD GROWTH ETF (VUG) - 2.81% |
| #19 | GE AEROSPACE (GE) - 3.47% | ISHARES 0€“1 YEAR TREASURY BOND ETF (SHV) - 2.01% |
| #20 | AMGEN INC (AMGN) - 3.43% | NVIDIA CORP (NVDA) - 1.71% |
| #21 | INTUITIVE SURGICAL INC (ISRG) - 3.42% | APPLIED MATERIALS INC (AMAT) - 1.53% |
| #22 | MCDONALD'S CORP (MCD) - 3.25% | VANECK GOLD MINERS ETF (GDX) - 1.51% |
| #23 | DANAHER CORP (DHR) - 3.21% | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 1.40% |
| #24 | NIKE INC CLASS B (NKE) - 2.82% | CATERPILLAR INC (CAT) - 1.21% |
| #25 | US DOLLARS (n/a) - 0.10% | ALPHABET INC CLASS A (GOOGL) - 1.10% |
| Total Holdings | 25 | 46 |
MBCC vs LEXI - Historical Returns
Returns include dividend reinvestment.
1M
MBCC
N/A
LEXI
+2.58%
3M
MBCC
N/A
LEXI
+9.10%
6M
MBCC
N/A
LEXI
+11.51%
1Y
MBCC
N/A
LEXI
+27.44%
5Y(CAGR)
MBCC
N/A
LEXI
+10.97%
Max(CAGR)
MBCC
+0.00%
Winner
LEXI
+10.97%
MBCC vs LEXI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | MBCC | LEXI |
|---|---|---|
| 2026 | +0.00% | +10.63% |
| 2025 | N/A | +19.48% |
| 2024 | N/A | +17.41% |
| 2023 | N/A | +16.91% |
| 2022 | N/A | -14.31% |
| 2021 | N/A | +8.30% |
MBCC vs LEXI Drawdown Comparison
The maximum drawdown for LEXI was -22.01%, occurring on Sep 30, 2022. Recovery took 513 trading sessions.
The current LEXI drawdown is -2.01%.
| Rank | MBCC | LEXI |
|---|---|---|
| #1 | N/A | -22.01% Jan 4, 2022 - Jan 22, 2024 |
| #2 | N/A | -15.94% Feb 19, 2025 - Jun 3, 2025 |
| #3 | N/A | -8.12% Feb 25, 2026 - Apr 14, 2026 |
| #4 | N/A | -7.57% Jul 16, 2024 - Sep 19, 2024 |
| #5 | N/A | -4.72% Mar 28, 2024 - May 14, 2024 |
| #6 | N/A | -4.43% Sep 3, 2021 - Oct 21, 2021 |
| #7 | N/A | -4.40% Dec 11, 2024 - Feb 18, 2025 |
| #8 | N/A | -4.14% Nov 16, 2021 - Dec 27, 2021 |
| #9 | N/A | -3.70% Nov 12, 2025 - Dec 3, 2025 |
| #10 | N/A | -2.86% Jan 29, 2026 - Feb 11, 2026 |
| #11 | N/A | -2.85% Jul 12, 2021 - Jul 23, 2021 |
| #12 | N/A | -2.13% Oct 8, 2025 - Oct 20, 2025 |
| #13 | N/A | -2.04% Oct 14, 2024 - Nov 6, 2024 |
| #14 | N/A | -2.03% May 14, 2026 - May 26, 2026 |
| #15 | N/A | -2.01% Jun 4, 2026 - Jun 5, 2026 |
Correlation
Correlation between MBCC and LEXI is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
0.00
-101
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