MBCC vs SDG

Comparison between MONARCH BLUE CHIPS CORE INDEX ETF (MBCC, ETF) and iShares MSCI Global Sustainable Development Goals ETF (SDG, ETF).

MBCC vs SDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MBCC(ETF)	SDG(ETF)
Net Assets	$170M	$169M
Expense Ratio	1.14%	0.50%
Max Drawdown	N/A	34.76%
Sharpe Ratio	0.00	1.16
5Y Beta	0.00	0.60
P/E Ratio	36.40	N/A
Forward P/E	26.73	N/A
PEG Ratio	0.71	N/A
5Y Dividends CAGR	N/A	12.42%
5Y EPS CAGR	20.35%	N/A
Debt to Equity	-45.96%	N/A
P/S Ratio	6.43	N/A
P/B Ratio	8.14	N/A

Net Assets

Winner

MBCC

$170M

SDG

$169M

Expense Ratio

MBCC

1.14%

Winner

SDG

0.50%

Max Drawdown

MBCC

N/A

SDG

34.76%

Sharpe Ratio

MBCC

0.00

Winner

SDG

1.16

5Y Beta

Winner

MBCC

0.00

SDG

0.60

P/E Ratio

MBCC

36.40

SDG

N/A

Forward P/E

MBCC

26.73

SDG

N/A

PEG Ratio

MBCC

0.71

SDG

N/A

5Y Dividends CAGR

MBCC

N/A

SDG

12.42%

5Y EPS CAGR

MBCC

20.35%

SDG

N/A

Debt to Equity

MBCC

-45.96%

SDG

N/A

P/S Ratio

MBCC

6.43

SDG

N/A

P/B Ratio

MBCC

8.14

SDG

N/A

MBCC vs SDG - Holdings Comparison

MBCC and SDG have 2 common holdings. Overlap is 4.43%

MBCC's top 25 holdings weight is 100.00%. SDG's top 25 holdings weight is 67.37%.

Rank	MBCC	SDG
#1	ADVANCED MICRO DEVICES INC (AMD) - 9.17%	MARVELL TECHNOLOGY INC (MRVL) - 9.52%
#2	TEXAS INSTRUMENTS INC (TXN) - 5.72%	WIWYNN CORP ORDINARY SHARES (n/a) - 5.66%
#3	BROADCOM INC (AVGO) - 5.09%	VESTAS WIND SYSTEMS AS (n/a) - 4.65%
#4	AMAZON.COM INC (AMZN) - 4.98%	NVIDIA CORP (NVDA) - 4.46%
#5	NVIDIA CORP (NVDA) - 4.77%	FIRST SOLAR INC (FSLR) - 4.37%
#6	APPLE INC (AAPL) - 4.59%	EAST JAPAN RAILWAY CO (n/a) - 3.55%
#7	MICROSOFT CORP (MSFT) - 4.18%	NOVARTIS AG REGISTERED SHARES (n/a) - 3.51%
#8	VISA INC CLASS A (V) - 4.03%	WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 2.88%
#9	ELI LILLY AND CO (LLY) - 3.97%	UNI-PRESIDENT ENTERPRISES CORP (n/a) - 2.68%
#10	SIMON PROPERTY GROUP INC (SPG) - 3.94%	LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 2.65%
#11	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.92%	KIMBERLY-CLARK CORP (KMB) - 2.34%
#12	MASTERCARD INC CLASS A (MA) - 3.78%	EQUINIX INC (EQIX) - 2.05%
#13	CAPITAL ONE FINANCIAL CORP (COF) - 3.77%	ACCIONA SA (n/a) - 1.98%
#14	AMERICAN TOWER CORP (AMT) - 3.76%	DIGITAL REALTY TRUST INC (DLR) - 1.96%
#15	META PLATFORMS INC CLASS A (META) - 3.70%	ESSITY AB CLASS B (n/a) - 1.68%
#16	WALMART INC (WMT) - 3.69%	VERTEX PHARMACEUTICALS INC (VRTX) - 1.62%
#17	SALESFORCE INC (CRM) - 3.63%	XPENG INC CLASS A (n/a) - 1.53%
#18	NETFLIX INC (NFLX) - 3.61%	CENTRAL JAPAN RAILWAY CO (n/a) - 1.52%
#19	GE AEROSPACE (GE) - 3.47%	REGENERON PHARMACEUTICALS INC (REGN) - 1.49%
#20	AMGEN INC (AMGN) - 3.43%	PEARSON PLC (n/a) - 1.35%
#21	INTUITIVE SURGICAL INC (ISRG) - 3.42%	XINYI SOLAR HOLDINGS LTD (n/a) - 1.26%
#22	MCDONALD'S CORP (MCD) - 3.25%	WEYERHAEUSER CO (WY) - 1.19%
#23	DANAHER CORP (DHR) - 3.21%	VONOVIA SE (n/a) - 1.16%
#24	NIKE INC CLASS B (NKE) - 2.82%	SAPUTO INC (n/a) - 1.16%
#25	US DOLLARS (n/a) - 0.10%	CSL LTD (n/a) - 1.15%
Total Holdings	25	148

MBCC vs SDG - Historical Returns

Returns include dividend reinvestment.

Period	MBCC	SDG
1 month	N/A	+0.94%
3 months	N/A	+8.92%
6 months	N/A	+6.95%
1 year	N/A	+21.84%
5 years(CAGR)	N/A	+0.18%
10 years(CAGR)	N/A	+8.20%
Max(CAGR)	+0.00%	+8.28%

MBCC

N/A

SDG

+0.94%

MBCC

N/A

SDG

+8.92%

MBCC

N/A

SDG

+6.95%

MBCC

N/A

SDG

+21.84%

5Y(CAGR)

MBCC

N/A

SDG

+0.18%

10Y(CAGR)

MBCC

N/A

SDG

+8.20%

Max(CAGR)

MBCC

+0.00%

Winner

SDG

+8.28%

MBCC vs SDG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	MBCC	SDG
2026	+0.00%	+5.93%
2025	N/A	+19.82%
2024	N/A	-8.93%
2023	N/A	+4.07%
2022	N/A	-11.71%
2021	N/A	-2.33%
2020	N/A	+43.49%
2019	N/A	+26.32%
2018	N/A	-8.88%
2017	N/A	+27.09%
2016	N/A	-0.08%

MBCC vs SDG Drawdown Comparison

The maximum drawdown for SDG was -30.33%, occurring on Apr 8, 2025. Recovery took 1189 trading sessions.

The current SDG drawdown is -2.99%.

Rank	MBCC	SDG
#1	N/A	-30.33% Sep 3, 2021 - Jun 2, 2026
#2	N/A	-27.28% Feb 19, 2020 - Jul 6, 2020
#3	N/A	-15.79% Jan 26, 2018 - Oct 24, 2019
#4	N/A	-8.05% Sep 6, 2016 - Feb 15, 2017
#5	N/A	-7.86% Jan 26, 2021 - Jun 29, 2021
#6	N/A	-7.83% Jun 8, 2016 - Jul 21, 2016
#7	N/A	-6.52% Oct 12, 2020 - Nov 5, 2020
#8	N/A	-6.25% Apr 24, 2017 - Jun 19, 2017
#9	N/A	-5.14% Sep 2, 2020 - Oct 12, 2020
#10	N/A	-4.74% May 2, 2016 - Jun 6, 2016
#11	N/A	-4.11% Jul 1, 2021 - Aug 30, 2021
#12	N/A	-3.64% Oct 18, 2017 - Dec 26, 2017
#13	N/A	-3.12% Jun 26, 2017 - Aug 31, 2017
#14	N/A	-3.06% Jul 20, 2020 - Aug 12, 2020
#15	N/A	-2.99% Jun 4, 2026 - Jun 5, 2026