MBCC vs SPE
Comparison between MONARCH BLUE CHIPS CORE INDEX ETF (MBCC, ETF) and Special Opportunities Fund Inc (SPE, ETF).
MBCC vs SPE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MBCC
$170M
Winner
SPE
$170M
Expense Ratio
MBCC
1.14%
SPE
N/A
Max Drawdown
MBCC
N/A
SPE
58.53%
Sharpe Ratio
MBCC
0.00
Winner
SPE
0.16
5Y Beta
Winner
MBCC
0.00
SPE
0.56
P/E Ratio
MBCC
36.40
SPE
N/A
Forward P/E
MBCC
26.73
SPE
N/A
PEG Ratio
MBCC
0.71
SPE
N/A
5Y Dividends CAGR
MBCC
N/A
SPE
13.47%
5Y EPS CAGR
MBCC
20.35%
SPE
N/A
Debt to Equity
MBCC
-45.96%
SPE
N/A
P/S Ratio
MBCC
6.43
SPE
N/A
P/B Ratio
MBCC
8.14
SPE
N/A
MBCC vs SPE - Historical Returns
Returns include dividend reinvestment.
1M
MBCC
N/A
SPE
-3.33%
3M
MBCC
N/A
SPE
-3.08%
6M
MBCC
N/A
SPE
-0.68%
1Y
MBCC
N/A
SPE
+5.11%
5Y(CAGR)
MBCC
N/A
SPE
+9.05%
10Y(CAGR)
MBCC
N/A
SPE
+11.49%
Max(CAGR)
MBCC
+0.00%
Winner
SPE
+8.99%
MBCC vs SPE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MBCC | SPE |
|---|---|---|
| 2026 | +0.00% | -2.43% |
| 2025 | N/A | +14.15% |
| 2024 | N/A | +34.11% |
| 2023 | N/A | +14.54% |
| 2022 | N/A | -18.85% |
| 2021 | N/A | +25.58% |
| 2020 | N/A | +4.29% |
| 2019 | N/A | +30.90% |
| 2018 | N/A | -9.91% |
| 2017 | N/A | +25.21% |
| 2016 | N/A | +10.69% |
| 2015 | N/A | -7.46% |
| 2014 | N/A | -1.88% |
| 2013 | N/A | +29.76% |
| 2012 | N/A | +11.73% |
| 2011 | N/A | +1.00% |
| 2010 | N/A | +5.05% |
| 2009 | N/A | +45.90% |
| 2008 | N/A | -15.82% |
| 2007 | N/A | +0.88% |
| 2006 | N/A | +9.61% |
| 2005 | N/A | +2.39% |
| 2004 | N/A | +1.11% |
| 2003 | N/A | +11.38% |
| 2002 | N/A | +11.83% |
| 2001 | N/A | +8.81% |
| 2000 | N/A | +18.23% |
| 1999 | N/A | -4.22% |
MBCC vs SPE Drawdown Comparison
The maximum drawdown for SPE was -46.84%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.
The current SPE drawdown is -5.31%.
| Rank | MBCC | SPE |
|---|---|---|
| #1 | N/A | -46.84% Feb 19, 2020 - Dec 11, 2020 |
| #2 | N/A | -32.95% Jun 5, 2008 - Apr 27, 2009 |
| #3 | N/A | -24.14% Jan 7, 2022 - Mar 26, 2024 |
| #4 | N/A | -18.46% Dec 31, 2013 - Aug 23, 2016 |
| #5 | N/A | -17.47% Jan 26, 2018 - Jun 14, 2019 |
| #6 | N/A | -13.69% Feb 20, 2025 - May 20, 2025 |
| #7 | N/A | -13.13% Mar 15, 2004 - Aug 31, 2005 |
| #8 | N/A | -12.14% Jul 22, 2011 - Jan 25, 2012 |
| #9 | N/A | -12.05% Oct 6, 2009 - Oct 18, 2010 |
| #10 | N/A | -9.71% Jun 17, 2003 - Jan 20, 2004 |
| #11 | N/A | -9.32% Jan 15, 2026 - Mar 30, 2026 |
| #12 | N/A | -9.21% May 16, 2007 - Jan 25, 2008 |
| #13 | N/A | -8.92% Nov 19, 1999 - Jun 2, 2000 |
| #14 | N/A | -8.82% Sep 1, 2016 - Jan 18, 2017 |
| #15 | N/A | -8.09% Mar 26, 2012 - Sep 28, 2012 |
Correlation
Correlation between MBCC and SPE 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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