QWLD vs MBCE
Comparison between STATE STREET(R) SPDR(R) MSCI WORLD STRATEGICFACTORS(SM) ETF (QWLD, ETF) and Monarch Blue Chips Core Index ETF (MBCE, ETF).
QWLD vs MBCE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
QWLD
$184M
MBCE
$183M
Expense Ratio
Winner
QWLD
0.30%
MBCE
1.14%
Max Drawdown
QWLD
31.89%
Winner
MBCE
7.04%
Sharpe Ratio
Winner
QWLD
1.25
MBCE
-1.21
5Y Beta
Winner
QWLD
0.67
MBCE
2.17
P/E Ratio
Winner
QWLD
25.13
MBCE
35.16
Forward P/E
Winner
QWLD
20.05
MBCE
26.15
PEG Ratio
Winner
QWLD
0.30
MBCE
0.67
5Y Dividends CAGR
QWLD
9.32%
MBCE
N/A
5Y EPS CAGR
QWLD
N/A
MBCE
20.22%
Debt to Equity
QWLD
65.90%
Winner
MBCE
-39.22%
P/S Ratio
Winner
QWLD
2.85
MBCE
6.37
P/B Ratio
Winner
QWLD
4.83
MBCE
7.96
QWLD vs MBCE - Holdings Comparison
QWLD and MBCE have 18 common holdings. Overlap is 15.64%
QWLD's top 25 holdings weight is 27.57%. MBCE's top 25 holdings weight is 100.02%.
| Rank | QWLD | MBCE |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 2.74% | ADVANCED MICRO DEVICES INC (AMD) - 9.84% |
| #2 | APPLE INC (AAPL) - 2.47% | TEXAS INSTRUMENTS INC (TXN) - 5.50% |
| #3 | NVIDIA CORP (NVDA) - 2.44% | BROADCOM INC (AVGO) - 5.34% |
| #4 | BROADCOM INC (AVGO) - 2.19% | AMAZON.COM INC (AMZN) - 4.92% |
| #5 | META PLATFORMS INC CLASS A (META) - 1.88% | NVIDIA CORP (NVDA) - 4.55% |
| #6 | ELI LILLY AND CO (LLY) - 1.28% | APPLE INC (AAPL) - 4.51% |
| #7 | ASML HOLDING NV (n/a) - 1.19% | MICROSOFT CORP (MSFT) - 4.38% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.18% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 4.36% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.17% | ELI LILLY AND CO (LLY) - 4.01% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.14% | VISA INC CLASS A (V) - 3.89% |
| #11 | VISA INC CLASS A (V) - 1.05% | SIMON PROPERTY GROUP INC (SPG) - 3.84% |
| #12 | ALPHABET INC CLASS C (GOOG) - 1.04% | SALESFORCE INC (CRM) - 3.74% |
| #13 | n/a (n/a) - 0.93% | META PLATFORMS INC CLASS A (META) - 3.73% |
| #14 | EXXON MOBIL CORP (XOM) - 0.78% | AMERICAN TOWER CORP (AMT) - 3.72% |
| #15 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.77% | CAPITAL ONE FINANCIAL CORP (COF) - 3.67% |
| #16 | PROCTER & GAMBLE CO (PG) - 0.76% | MASTERCARD INC CLASS A (MA) - 3.65% |
| #17 | WALMART INC (WMT) - 0.76% | GE AEROSPACE (GE) - 3.61% |
| #18 | APPLIED MATERIALS INC (AMAT) - 0.73% | WALMART INC (WMT) - 3.45% |
| #19 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.72% | NETFLIX INC (NFLX) - 3.41% |
| #20 | COCA-COLA CO (KO) - 0.69% | DANAHER CORP (DHR) - 3.31% |
| #21 | ARGENX SE (n/a) - 0.38% | AMGEN INC (AMGN) - 3.31% |
| #22 | ORANGE SA (n/a) - 0.32% | INTUITIVE SURGICAL INC (ISRG) - 3.22% |
| #23 | BHP GROUP LTD (n/a) - 0.32% | MCDONALD'S CORP (MCD) - 3.12% |
| #24 | ACCENTURE PLC CLASS A (ACN) - 0.32% | NIKE INC CLASS B (NKE) - 2.84% |
| #25 | DEUTSCHE TELEKOM AG (n/a) - 0.32% | US DOLLARS (n/a) - 0.10% |
| Total Holdings | 1173 | 25 |
QWLD vs MBCE - Historical Returns
Returns include dividend reinvestment.
1M
QWLD
+1.25%
MBCE
N/A
3M
QWLD
+5.56%
MBCE
N/A
6M
QWLD
+7.20%
MBCE
N/A
1Y
QWLD
+16.09%
MBCE
N/A
5Y(CAGR)
QWLD
+9.90%
MBCE
N/A
10Y(CAGR)
QWLD
+11.76%
MBCE
N/A
Max(CAGR)
Winner
QWLD
+10.39%
MBCE
-54.74%
QWLD vs MBCE - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | QWLD | MBCE |
|---|---|---|
| 2026 | +6.52% | -1.93% |
| 2025 | +18.21% | N/A |
| 2024 | +14.75% | N/A |
| 2023 | +19.34% | N/A |
| 2022 | -13.37% | N/A |
| 2021 | +22.41% | N/A |
| 2020 | +9.47% | N/A |
| 2019 | +27.76% | N/A |
| 2018 | -7.26% | N/A |
| 2017 | +22.42% | N/A |
| 2016 | +11.30% | N/A |
| 2015 | +2.01% | N/A |
| 2014 | +2.62% | N/A |
QWLD vs MBCE Drawdown Comparison
The maximum drawdown for QWLD was -31.89%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for MBCE was -7.04%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current QWLD drawdown is -0.36%. The current MBCE drawdown is -1.93%.
| Rank | QWLD | MBCE |
|---|---|---|
| #1 | -31.89% Feb 12, 2020 - Nov 9, 2020 | -7.04% Jun 3, 2026 - Jun 10, 2026 |
| #2 | -22.83% Dec 29, 2021 - Dec 11, 2023 | N/A |
| #3 | -16.47% Oct 3, 2018 - Apr 12, 2019 | N/A |
| #4 | -14.11% May 22, 2015 - Apr 20, 2016 | N/A |
| #5 | -12.40% Feb 20, 2025 - May 15, 2025 | N/A |
| #6 | -9.27% Jun 13, 2014 - Feb 18, 2015 | N/A |
| #7 | -8.60% Jan 23, 2018 - Sep 20, 2018 | N/A |
| #8 | -7.66% Feb 27, 2026 - May 6, 2026 | N/A |
| #9 | -5.76% Sep 3, 2021 - Nov 3, 2021 | N/A |
| #10 | -5.52% Jul 16, 2024 - Aug 19, 2024 | N/A |
| #11 | -5.07% Jul 29, 2019 - Sep 12, 2019 | N/A |
| #12 | -5.05% Dec 5, 2024 - Jan 30, 2025 | N/A |
| #13 | -4.98% Jun 23, 2016 - Jul 12, 2016 | N/A |
| #14 | -4.75% Sep 6, 2016 - Jan 4, 2017 | N/A |
| #15 | -4.51% Mar 28, 2024 - May 14, 2024 | N/A |
Correlation
Correlation between QWLD and MBCE 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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