MSTB vs MBCC
Comparison between LHA MARKET STATE TACTICAL BETA ETF (MSTB, ETF) and MONARCH BLUE CHIPS CORE INDEX ETF (MBCC, ETF).
MSTB vs MBCC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MSTB
$196M
MBCC
$196M
Expense Ratio
MSTB
1.38%
Winner
MBCC
1.01%
Max Drawdown
MSTB
26.34%
MBCC
N/A
Sharpe Ratio
Winner
MSTB
0.92
MBCC
0.00
5Y Beta
MSTB
0.58
Winner
MBCC
0.00
P/E Ratio
MSTB
N/A
MBCC
36.40
Forward P/E
MSTB
N/A
MBCC
26.00
PEG Ratio
MSTB
N/A
MBCC
0.70
5Y Dividends CAGR
MSTB
0.26%
MBCC
N/A
5Y EPS CAGR
MSTB
N/A
MBCC
20.22%
Debt to Equity
MSTB
N/A
MBCC
-39.22%
P/S Ratio
MSTB
N/A
MBCC
6.39
P/B Ratio
MSTB
N/A
MBCC
8.30
MSTB vs MBCC - Holdings Comparison
MSTB and MBCC have 0 common holdings. Overlap is 0.00%
MSTB's top 25 holdings weight is 89.16%. MBCC's top 25 holdings weight is 100.02%.
| Rank | MSTB | MBCC |
|---|---|---|
| #1 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 82.44% | ADVANCED MICRO DEVICES INC (AMD) - 9.84% |
| #2 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.36% | TEXAS INSTRUMENTS INC (TXN) - 5.50% |
| #3 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 3.36% | BROADCOM INC (AVGO) - 5.34% |
| #4 | N/A | AMAZON.COM INC (AMZN) - 4.92% |
| #5 | N/A | NVIDIA CORP (NVDA) - 4.55% |
| #6 | N/A | APPLE INC (AAPL) - 4.51% |
| #7 | N/A | MICROSOFT CORP (MSFT) - 4.38% |
| #8 | N/A | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 4.36% |
| #9 | N/A | ELI LILLY AND CO (LLY) - 4.01% |
| #10 | N/A | VISA INC CLASS A (V) - 3.89% |
| #11 | N/A | SIMON PROPERTY GROUP INC (SPG) - 3.84% |
| #12 | N/A | SALESFORCE INC (CRM) - 3.74% |
| #13 | N/A | META PLATFORMS INC CLASS A (META) - 3.73% |
| #14 | N/A | AMERICAN TOWER CORP (AMT) - 3.72% |
| #15 | N/A | CAPITAL ONE FINANCIAL CORP (COF) - 3.67% |
| #16 | N/A | MASTERCARD INC CLASS A (MA) - 3.65% |
| #17 | N/A | GE AEROSPACE (GE) - 3.61% |
| #18 | N/A | WALMART INC (WMT) - 3.45% |
| #19 | N/A | NETFLIX INC (NFLX) - 3.41% |
| #20 | N/A | DANAHER CORP (DHR) - 3.31% |
| #21 | N/A | AMGEN INC (AMGN) - 3.31% |
| #22 | N/A | INTUITIVE SURGICAL INC (ISRG) - 3.22% |
| #23 | N/A | MCDONALD'S CORP (MCD) - 3.12% |
| #24 | N/A | NIKE INC CLASS B (NKE) - 2.84% |
| #25 | N/A | US DOLLARS (n/a) - 0.10% |
| Total Holdings | 3 | 25 |
MSTB vs MBCC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MSTB
+0.31%
MBCC
+0.00%
3M
MSTB
+4.56%
MBCC
N/A
6M
MSTB
+7.83%
MBCC
N/A
1Y
MSTB
+13.70%
MBCC
N/A
5Y(CAGR)
MSTB
+7.81%
MBCC
N/A
Max(CAGR)
Winner
MSTB
+10.92%
MBCC
+0.00%
MSTB vs MBCC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | MSTB | MBCC |
|---|---|---|
| 2026 | +7.52% | +0.00% |
| 2025 | +18.86% | N/A |
| 2024 | +19.29% | N/A |
| 2023 | +16.84% | N/A |
| 2022 | -23.20% | N/A |
| 2021 | +22.88% | N/A |
| 2020 | +9.44% | N/A |
MSTB vs MBCC 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 -1.73%.
| Rank | MSTB | MBCC |
|---|---|---|
| #1 | -25.64% Jan 3, 2022 - Jun 12, 2024 | N/A |
| #2 | -10.81% Jan 23, 2025 - May 12, 2025 | N/A |
| #3 | -8.31% Oct 29, 2025 - Apr 16, 2026 | N/A |
| #4 | -6.18% Aug 30, 2021 - Nov 3, 2021 | N/A |
| #5 | -5.83% Nov 18, 2021 - Dec 23, 2021 | N/A |
| #6 | -5.60% Jul 16, 2024 - Sep 19, 2024 | N/A |
| #7 | -5.16% Oct 12, 2020 - Nov 9, 2020 | N/A |
| #8 | -5.03% Feb 12, 2021 - Apr 1, 2021 | N/A |
| #9 | -4.26% Dec 6, 2024 - Jan 23, 2025 | N/A |
| #10 | -4.09% Jun 2, 2026 - Jun 10, 2026 | N/A |
| #11 | -3.39% Jul 12, 2021 - Jul 23, 2021 | N/A |
| #12 | -3.20% May 7, 2021 - Jun 30, 2021 | N/A |
| #13 | -2.88% Oct 18, 2024 - Nov 7, 2024 | N/A |
| #14 | -2.80% Oct 8, 2025 - Oct 21, 2025 | N/A |
| #15 | -2.62% May 19, 2025 - Jun 3, 2025 | N/A |
Correlation
Correlation between MSTB and MBCC is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
0.00
-101
Select Stocks to Compare
Popular: MSTB vs SPYMBCC vs SPY
More Comparisons
Compare with similar stocks