MBCC vs SPY

Comparison between MONARCH BLUE CHIPS CORE INDEX ETF (MBCC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

MBCC vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MBCC(ETF)	SPY(ETF)
Net Assets	$196M	$781B
Expense Ratio	1.01%	0.09%
Max Drawdown	N/A	56.47%
Sharpe Ratio	0.00	1.12
5Y Beta	0.00	1.00
P/E Ratio	35.07	28.53
Forward P/E	25.99	21.47
PEG Ratio	0.70	N/A
5Y Dividends CAGR	N/A	6.00%
5Y EPS CAGR	19.87%	25.58%
Debt to Equity	-38.77%	32.09%
P/S Ratio	6.07	3.75
P/B Ratio	8.14	5.64

Net Assets

MBCC

$196M

Winner

SPY

$781B

Expense Ratio

MBCC

1.01%

Winner

SPY

0.09%

Max Drawdown

MBCC

N/A

SPY

56.47%

Sharpe Ratio

MBCC

0.00

Winner

SPY

1.12

5Y Beta

Winner

MBCC

0.00

SPY

1.00

P/E Ratio

MBCC

35.07

Winner

SPY

28.53

Forward P/E

MBCC

25.99

Winner

SPY

21.47

PEG Ratio

MBCC

0.70

SPY

N/A

5Y Dividends CAGR

MBCC

N/A

SPY

6.00%

5Y EPS CAGR

MBCC

19.87%

Winner

SPY

25.58%

Debt to Equity

Winner

MBCC

-38.77%

SPY

32.09%

P/S Ratio

MBCC

6.07

Winner

SPY

3.75

P/B Ratio

MBCC

8.14

Winner

SPY

5.64

MBCC vs SPY - Holdings Comparison

MBCC and SPY have 25 common holdings. Overlap is 31.11%

MBCC's top 25 holdings weight is 100.02%. SPY's top 25 holdings weight is 51.74%.

Rank	MBCC	SPY
#1	ADVANCED MICRO DEVICES INC (AMD) - 9.84%	NVIDIA CORP (NVDA) - 7.89%
#2	TEXAS INSTRUMENTS INC (TXN) - 5.50%	APPLE INC (AAPL) - 7.37%
#3	BROADCOM INC (AVGO) - 5.34%	MICROSOFT CORP (MSFT) - 4.50%
#4	AMAZON.COM INC (AMZN) - 4.92%	AMAZON.COM INC (AMZN) - 3.82%
#5	NVIDIA CORP (NVDA) - 4.55%	ALPHABET INC CLASS A (GOOGL) - 3.33%
#6	APPLE INC (AAPL) - 4.51%	BROADCOM INC (AVGO) - 2.86%
#7	MICROSOFT CORP (MSFT) - 4.38%	ALPHABET INC CLASS C (GOOG) - 2.68%
#8	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 4.36%	META PLATFORMS INC CLASS A (META) - 2.29%
#9	ELI LILLY AND CO (LLY) - 4.01%	TESLA INC (TSLA) - 1.70%
#10	VISA INC CLASS A (V) - 3.89%	MICRON TECHNOLOGY INC (MU) - 1.56%
#11	SIMON PROPERTY GROUP INC (SPG) - 3.84%	JPMORGAN CHASE & CO (JPM) - 1.42%
#12	SALESFORCE INC (CRM) - 3.74%	ELI LILLY AND CO (LLY) - 1.40%
#13	META PLATFORMS INC CLASS A (META) - 3.73%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14	AMERICAN TOWER CORP (AMT) - 3.72%	ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15	CAPITAL ONE FINANCIAL CORP (COF) - 3.67%	EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16	MASTERCARD INC CLASS A (MA) - 3.65%	JOHNSON & JOHNSON (JNJ) - 0.91%
#17	GE AEROSPACE (GE) - 3.61%	VISA INC CLASS A (V) - 0.90%
#18	WALMART INC (WMT) - 3.45%	WALMART INC (WMT) - 0.76%
#19	NETFLIX INC (NFLX) - 3.41%	INTEL CORP (INTC) - 0.75%
#20	DANAHER CORP (DHR) - 3.31%	APPLIED MATERIALS INC (AMAT) - 0.70%
#21	AMGEN INC (AMGN) - 3.31%	CISCO SYSTEMS INC (CSCO) - 0.68%
#22	INTUITIVE SURGICAL INC (ISRG) - 3.22%	MASTERCARD INC CLASS A (MA) - 0.66%
#23	MCDONALD'S CORP (MCD) - 3.12%	ABBVIE INC (ABBV) - 0.66%
#24	NIKE INC CLASS B (NKE) - 2.84%	CATERPILLAR INC (CAT) - 0.65%
#25	US DOLLARS (n/a) - 0.10%	LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings	25	505

MBCC vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	MBCC	SPY
1 month	+0.00%	+0.63%
3 months	N/A	+4.46%
6 months	N/A	+7.67%
1 year	N/A	+17.68%
5 years(CAGR)	N/A	+12.42%
10 years(CAGR)	N/A	+14.84%
Max(CAGR)	+0.00%	+8.44%

MBCC

+0.00%

Winner

SPY

+0.63%

MBCC

N/A

SPY

+4.46%

MBCC

N/A

SPY

+7.67%

MBCC

N/A

SPY

+17.68%

5Y(CAGR)

MBCC

N/A

SPY

+12.42%

10Y(CAGR)

MBCC

N/A

SPY

+14.84%

Max(CAGR)

MBCC

+0.00%

Winner

SPY

+8.44%

MBCC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MBCC	SPY
2026	+0.00%	+8.63%
2025	N/A	+18.00%
2024	N/A	+25.59%
2023	N/A	+26.72%
2022	N/A	-18.64%
2021	N/A	+30.52%
2020	N/A	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

MBCC vs SPY Drawdown Comparison

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SPY drawdown is -2.57%.

Rank	MBCC	SPY
#1	N/A	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	N/A	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	N/A	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	N/A	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	N/A	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	N/A	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	N/A	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	N/A	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	N/A	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	N/A	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	N/A	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	N/A	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	N/A	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	N/A	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	N/A	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MBCC and SPY 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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MBCC vs SPY

MBCC vs SPY - Performance Comparison

Key Characteristics

MBCC vs SPY - Holdings Comparison

MBCC vs SPY - Historical Returns

MBCC vs SPY - Annual Returns (1999 - 2026)

MBCC vs SPY Drawdown Comparison

Correlation

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