MBCC vs MSTB
Comparison between MONARCH BLUE CHIPS CORE INDEX ETF (MBCC, ETF) and LHA MARKET STATE TACTICAL BETA ETF (MSTB, ETF).
MBCC vs MSTB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MBCC
$196M
MSTB
$196M
Expense Ratio
Winner
MBCC
1.01%
MSTB
1.38%
Max Drawdown
MBCC
N/A
MSTB
26.34%
Sharpe Ratio
MBCC
0.00
Winner
MSTB
0.76
5Y Beta
Winner
MBCC
0.00
MSTB
0.58
P/E Ratio
MBCC
35.07
MSTB
N/A
Forward P/E
MBCC
25.99
MSTB
N/A
PEG Ratio
MBCC
0.70
MSTB
N/A
5Y Dividends CAGR
MBCC
N/A
MSTB
0.26%
5Y EPS CAGR
MBCC
19.87%
MSTB
N/A
Debt to Equity
MBCC
-38.77%
MSTB
N/A
P/S Ratio
MBCC
6.07
MSTB
N/A
P/B Ratio
MBCC
8.14
MSTB
N/A
MBCC vs MSTB - Holdings Comparison
MBCC and MSTB have 0 common holdings. Overlap is 0.00%
MBCC's top 25 holdings weight is 100.02%. MSTB's top 25 holdings weight is 89.16%.
| Rank | MBCC | MSTB |
|---|---|---|
| #1 | ADVANCED MICRO DEVICES INC (AMD) - 9.84% | STATE STREET® SPDR® S&P 500® ETF (SPY) - 82.44% |
| #2 | TEXAS INSTRUMENTS INC (TXN) - 5.50% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.36% |
| #3 | BROADCOM INC (AVGO) - 5.34% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 3.36% |
| #4 | AMAZON.COM INC (AMZN) - 4.92% | N/A |
| #5 | NVIDIA CORP (NVDA) - 4.55% | N/A |
| #6 | APPLE INC (AAPL) - 4.51% | N/A |
| #7 | MICROSOFT CORP (MSFT) - 4.38% | N/A |
| #8 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 4.36% | N/A |
| #9 | ELI LILLY AND CO (LLY) - 4.01% | N/A |
| #10 | VISA INC CLASS A (V) - 3.89% | N/A |
| #11 | SIMON PROPERTY GROUP INC (SPG) - 3.84% | N/A |
| #12 | SALESFORCE INC (CRM) - 3.74% | N/A |
| #13 | META PLATFORMS INC CLASS A (META) - 3.73% | N/A |
| #14 | AMERICAN TOWER CORP (AMT) - 3.72% | N/A |
| #15 | CAPITAL ONE FINANCIAL CORP (COF) - 3.67% | N/A |
| #16 | MASTERCARD INC CLASS A (MA) - 3.65% | N/A |
| #17 | GE AEROSPACE (GE) - 3.61% | N/A |
| #18 | WALMART INC (WMT) - 3.45% | N/A |
| #19 | NETFLIX INC (NFLX) - 3.41% | N/A |
| #20 | DANAHER CORP (DHR) - 3.31% | N/A |
| #21 | AMGEN INC (AMGN) - 3.31% | N/A |
| #22 | INTUITIVE SURGICAL INC (ISRG) - 3.22% | N/A |
| #23 | MCDONALD'S CORP (MCD) - 3.12% | N/A |
| #24 | NIKE INC CLASS B (NKE) - 2.84% | N/A |
| #25 | US DOLLARS (n/a) - 0.10% | N/A |
| Total Holdings | 25 | 3 |
MBCC vs MSTB - Historical Returns
Returns include dividend reinvestment.
1M
MBCC
+0.00%
Winner
MSTB
+0.09%
3M
MBCC
N/A
MSTB
+2.55%
6M
MBCC
N/A
MSTB
+5.42%
1Y
MBCC
N/A
MSTB
+11.39%
5Y(CAGR)
MBCC
N/A
MSTB
+7.27%
Max(CAGR)
MBCC
+0.00%
Winner
MSTB
+10.64%
MBCC vs MSTB - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | MBCC | MSTB |
|---|---|---|
| 2026 | +0.00% | +5.98% |
| 2025 | N/A | +18.86% |
| 2024 | N/A | +19.29% |
| 2023 | N/A | +16.84% |
| 2022 | N/A | -23.20% |
| 2021 | N/A | +22.88% |
| 2020 | N/A | +9.44% |
MBCC vs MSTB Drawdown Comparison
The maximum drawdown for MSTB was -25.64%, occurring on Sep 30, 2022. Recovery took 613 trading sessions.
The current MSTB drawdown is -3.14%.
| Rank | MBCC | MSTB |
|---|---|---|
| #1 | N/A | -25.64% Jan 3, 2022 - Jun 12, 2024 |
| #2 | N/A | -10.81% Jan 23, 2025 - May 12, 2025 |
| #3 | N/A | -8.31% Oct 29, 2025 - Apr 16, 2026 |
| #4 | N/A | -6.18% Aug 30, 2021 - Nov 3, 2021 |
| #5 | N/A | -5.83% Nov 18, 2021 - Dec 23, 2021 |
| #6 | N/A | -5.60% Jul 16, 2024 - Sep 19, 2024 |
| #7 | N/A | -5.16% Oct 12, 2020 - Nov 9, 2020 |
| #8 | N/A | -5.03% Feb 12, 2021 - Apr 1, 2021 |
| #9 | N/A | -4.26% Dec 6, 2024 - Jan 23, 2025 |
| #10 | N/A | -4.09% Jun 2, 2026 - Jun 10, 2026 |
| #11 | N/A | -3.39% Jul 12, 2021 - Jul 23, 2021 |
| #12 | N/A | -3.20% May 7, 2021 - Jun 30, 2021 |
| #13 | N/A | -2.88% Oct 18, 2024 - Nov 7, 2024 |
| #14 | N/A | -2.80% Oct 8, 2025 - Oct 21, 2025 |
| #15 | N/A | -2.62% May 19, 2025 - Jun 3, 2025 |
Correlation
Correlation between MBCC and MSTB 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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