MBCE vs ACVU

Comparison between MONARCH BLUE CHIPS ELITE INDEX ETF (MBCE, ETF) and Hartford Quality Value ETF (ACVU, ETF).

MBCE vs ACVU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MBCE(ETF)	ACVU(ETF)
Net Assets	$183M	$184M
Expense Ratio	1.14%	0.45%
Max Drawdown	11.95%	16.38%
Sharpe Ratio	-0.77	1.75
5Y Beta	2.28	0.63
P/E Ratio	36.40	23.84
Forward P/E	26.00	18.32
PEG Ratio	0.70	0.60
5Y EPS CAGR	20.22%	13.72%
Debt to Equity	-39.22%	48.11%
P/S Ratio	6.39	2.35
P/B Ratio	8.30	3.45

Net Assets

MBCE

$183M

Winner

ACVU

$184M

Expense Ratio

MBCE

1.14%

Winner

ACVU

0.45%

Max Drawdown

Winner

MBCE

11.95%

ACVU

16.38%

Sharpe Ratio

MBCE

-0.77

Winner

ACVU

1.75

5Y Beta

MBCE

2.28

Winner

ACVU

0.63

P/E Ratio

MBCE

36.40

Winner

ACVU

23.84

Forward P/E

MBCE

26.00

Winner

ACVU

18.32

PEG Ratio

MBCE

0.70

Winner

ACVU

0.60

5Y EPS CAGR

Winner

MBCE

20.22%

ACVU

13.72%

Debt to Equity

Winner

MBCE

-39.22%

ACVU

48.11%

P/S Ratio

MBCE

6.39

Winner

ACVU

2.35

P/B Ratio

MBCE

8.30

Winner

ACVU

3.45

MBCE vs ACVU - Holdings Comparison

MBCE and ACVU have 9 common holdings. Overlap is 19.31%

MBCE's top 25 holdings weight is 100.02%. ACVU's top 25 holdings weight is 54.11%.

Rank	MBCE	ACVU
#1	ADVANCED MICRO DEVICES INC (AMD) - 9.84%	AMAZON.COM INC (AMZN) - 6.79%
#2	TEXAS INSTRUMENTS INC (TXN) - 5.50%	MICROSOFT CORP (MSFT) - 5.77%
#3	BROADCOM INC (AVGO) - 5.34%	APPLE INC (AAPL) - 4.35%
#4	AMAZON.COM INC (AMZN) - 4.92%	CONOCOPHILLIPS (COP) - 3.45%
#5	NVIDIA CORP (NVDA) - 4.55%	CHUBB LTD (CB) - 3.02%
#6	APPLE INC (AAPL) - 4.51%	DUKE ENERGY CORP (DUK) - 2.18%
#7	MICROSOFT CORP (MSFT) - 4.38%	JOHNSON & JOHNSON (JNJ) - 2.04%
#8	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 4.36%	ABBVIE INC (ABBV) - 2.00%
#9	ELI LILLY AND CO (LLY) - 4.01%	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.91%
#10	VISA INC CLASS A (V) - 3.89%	VISA INC CLASS A (V) - 1.76%
#11	SIMON PROPERTY GROUP INC (SPG) - 3.84%	EXELON CORP (EXC) - 1.67%
#12	SALESFORCE INC (CRM) - 3.74%	CISCO SYSTEMS INC (CSCO) - 1.64%
#13	META PLATFORMS INC CLASS A (META) - 3.73%	MERCK & CO INC (MRK) - 1.61%
#14	AMERICAN TOWER CORP (AMT) - 3.72%	MARSH (MRSH) - 1.59%
#15	CAPITAL ONE FINANCIAL CORP (COF) - 3.67%	UNITEDHEALTH GROUP INC (UNH) - 1.51%
#16	MASTERCARD INC CLASS A (MA) - 3.65%	BANK OF AMERICA CORP (BAC) - 1.39%
#17	GE AEROSPACE (GE) - 3.61%	ROPER TECHNOLOGIES INC (ROP) - 1.36%
#18	WALMART INC (WMT) - 3.45%	ELI LILLY AND CO (LLY) - 1.35%
#19	NETFLIX INC (NFLX) - 3.41%	THE WALT DISNEY CO (DIS) - 1.35%
#20	DANAHER CORP (DHR) - 3.31%	MKS INC (MKSI) - 1.33%
#21	AMGEN INC (AMGN) - 3.31%	INGERSOLL RAND INC (IR) - 1.26%
#22	INTUITIVE SURGICAL INC (ISRG) - 3.22%	INTEL CORP (INTC) - 1.24%
#23	MCDONALD'S CORP (MCD) - 3.12%	WESCO INTERNATIONAL INC (WCC) - 1.22%
#24	NIKE INC CLASS B (NKE) - 2.84%	SIMON PROPERTY GROUP INC (SPG) - 1.20%
#25	US DOLLARS (n/a) - 0.10%	DIAMONDBACK ENERGY INC (FANG) - 1.12%
Total Holdings	25	109

MBCE vs ACVU - Historical Returns

Returns include dividend reinvestment.

Period	MBCE	ACVU
1 month	-7.26%	+0.49%
3 months	N/A	+9.12%
6 months	N/A	+11.83%
1 year	N/A	+25.85%
Max(CAGR)	-30.39%	+17.32%

MBCE

-7.26%

Winner

ACVU

+0.49%

MBCE

N/A

ACVU

+9.12%

MBCE

N/A

ACVU

+11.83%

MBCE

N/A

ACVU

+25.85%

Max(CAGR)

MBCE

-30.39%

Winner

ACVU

+17.32%

MBCE vs ACVU - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	MBCE	ACVU
2026	-4.65%	+13.57%
2025	N/A	+14.64%
2024	N/A	+9.63%
2023	N/A	+8.30%

MBCE vs ACVU Drawdown Comparison

The maximum drawdown for MBCE was -11.95%, occurring on Jul 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for ACVU was -13.12%, occurring on Apr 8, 2025. Recovery took 194 trading sessions.

The current MBCE drawdown is -8.80%. The current ACVU drawdown is -0.87%.

Rank	MBCE	ACVU
#1	-11.95% Jun 30, 2026 - Jul 20, 2026	-13.12% Nov 29, 2024 - Sep 11, 2025
#2	-7.04% Jun 3, 2026 - Jun 15, 2026	-7.56% Mar 2, 2026 - Apr 30, 2026
#3	-4.74% Jun 22, 2026 - Jun 30, 2026	-5.67% Oct 17, 2023 - Nov 15, 2023
#4	-2.53% Jun 15, 2026 - Jun 18, 2026	-5.15% Jul 17, 2024 - Aug 23, 2024
#5	N/A	-5.08% Mar 28, 2024 - May 9, 2024
#6	N/A	-3.65% Nov 12, 2025 - Nov 26, 2025
#7	N/A	-3.33% May 17, 2024 - Jul 15, 2024
#8	N/A	-3.30% Oct 16, 2024 - Nov 11, 2024
#9	N/A	-2.88% Jan 8, 2024 - Jan 30, 2024
#10	N/A	-2.57% Aug 30, 2024 - Sep 26, 2024
#11	N/A	-2.50% Oct 8, 2025 - Oct 20, 2025
#12	N/A	-2.04% Jun 4, 2026 - Jun 12, 2026
#13	N/A	-1.85% Jan 15, 2026 - Jan 26, 2026
#14	N/A	-1.72% Jan 30, 2024 - Feb 22, 2024
#15	N/A	-1.63% Oct 27, 2025 - Nov 11, 2025

Correlation

Correlation between MBCE and ACVU is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101