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MBCCvsLDRXETF Comparison

ETF 1

MBCC

Monarch Blue Chips Core ETF

This fund is part of

US Large Cap

+1.03%

Full MBCC fund page

VS

ETF 2

LDRX

SGI Enhanced Market Leaders ETF

This fund is part of

Options Strategies

+0.63%

Full LDRX fund page

Monarch Blue Chips Core ETF (MBCC) belongs to the US Large Cap segment. SGI Enhanced Market Leaders ETF (LDRX) is part of the Options Strategies segment. MBCC's top 3 sector exposures are Information Technology, Health Care and Consumer Discretionary. In contrast, LDRX's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. MBCC is more expensive with a Total Expense Ratio (TER) of 1.06%, versus 0.5% for LDRX. MBCC is up 1.53% year-to-date (YTD) with +$23M in YTD flows. LDRX performs better with 4.22% YTD performance, and +$26M in YTD flows. Run a side-by-side ETF comparison of MBCC and LDRX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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MBCC vs LDRX performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/29/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	MBCC LDRX	+11.89%+15.28%	+1.04%+4.05%	+1.53%+4.22%	+13.55%+29.20%	+45.97%n/a	+40.14%n/a
Flows	MBCC LDRX	+$5M-$2M	+$20M+$26M	+$23M+$26M	-$4M+$184M	+$95M-	+$116M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	MBCC LDRX	+16.20%+16.21%	+12.41%+12.95%	+14.63%n/a	+17.41%n/a
Max drawdown	MBCC LDRX	-10.18%-10.18%	-10.80%-10.72%	-18.57%n/a	-30.67%n/a
Max drawdown duration	MBCC LDRX	73d71d	107d167d	128dn/a	809dn/a

Trading data

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	MBCC	LDRX
Last sale 4/30/2026 at 7:27 PM	$37.74	$34.50
Previous close 04/29/2026	$37.48	$34.25
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of April 29, 2026

1-year trailing difference

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LDRX

is actively managed and doesn’t replicate an index

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	MBCC	LDRX
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/30/2026 at 7:27 PM

Live

Closed

	MBCC	LDRX
Last price	$37.74	$34.50
1D performance	+0.68%	+0.74%
AuM	$167.63 M	$232.06 M
E/R	1.06%	0.5%

Characteristics

	MBCC	LDRX
Management strategy	Passive	Active
Provider	Monarch Fund	Summit Global Investments
Benchmark	Solactive Kingsview Blue Chips Core Index	-
N° of holdings	22	97
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	March 24, 2021	May 2, 2025
ESG	No	No

More MBCC data on Trackinsight

More LDRX data on Trackinsight

Exposure

Countries

MBCC

USA

90.84%

Other

9.16%

LDRX

USA

98.37%

Other

1.63%

Sectors

MBCC

Information Techn.

38.42%

Health Care

15.96%

Consumer Discreti.

12.22%

Communication Ser.

8.35%

Real Estate

8.06%

Other

16.98%

LDRX

Information Techn.

40.17%

Communication Ser.

13.79%

Consumer Discreti.

10.28%

Health Care

9.07%

Financials

8.67%

Other

18.02%

Diversification

MBCC

Total weight of top 15 holdings out of 15

63.57%

LDRX

Total weight of top 15 holdings out of 15

59.9%

Top 15 holdings

Data as of March 31, 2026

MBCC

ADVANCED MICRO DEVICES

4.51%

NETFLIX

4.44%

AMAZON.COM INC

4.40%

NVIDIA

4.37%

BROADCOM LIMITED

4.30%

MASTERCARD

4.29%

APPLE

4.26%

SALESFORCE INC

4.25%

VISA INCORPORATION

4.19%

MICROSOFT-T

4.18%

CAPITAL ONE FINANCIAL

4.14%

INTUITIVE SURGICAL

4.06%

TEXAS INSTRUMENTS

4.06%

SIMON PROPERTY GROUP REIT

4.06%

MCDONALD'S

4.05%

LDRX

NVIDIA

10.29%

APPLE

9.05%

ALPHABET INC-CL

7.56%

MICROSOFT-T

6.83%

AMAZON.COM INC

5.04%

BROADCOM LIMITED

3.61%

META PLATFORMS

3.30%

TESLA

2.61%

BERKSHIRE HATHWAY

2.20%

JPMORGAN CHASE

1.96%

LILLY

1.76%

EXXON

1.73%

JOHNSON&JOHNSON

1.41%

VISA INCORPORATION

1.28%

WALMART INC

1.27%

Frequently asked questions about MBCC and LDRX

How have the MBCC and LDRX ETFs performed in 2026?

As of April 29, 2026, MBCC is up 1.53% year-to-date (YTD), while LDRX has returned 4.22%. That puts LDRX better performer ahead so far this year.

Which ETF is attracting more investor money: MBCC or LDRX?

Year-to-date, the MBCC ETF saw +$23M in flows, compared to +$26M for LDRX.

Which ETF is more volatile: MBCC or LDRX?

Over the past year, MBCC had a volatility of 12.41%, while LDRX experienced 12.95%.

Which ETF is bigger: MBCC or LDRX?

As of April 29, 2026, MBCC holds $167.63 M in assets under management (AUM), while LDRX manages $232.06 M.

What sectors do the MBCC and LDRX ETFs invest in?

MBCC leans toward sectors like Information Technology, Health Care and Consumer Discretionary. Meanwhile, LDRX focuses on Information Technology, Communication Services and Consumer Discretionary.

MBCCvsLDRXETF Comparison

Monarch Blue Chips Core ETF

SGI Enhanced Market Leaders ETF

MBCC vs LDRX performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the MBCC and LDRX ETFs performed in 2026?

As of April 29, 2026, MBCC is up 1.53% year-to-date (YTD), while LDRX has returned 4.22%. That puts LDRX better performer ahead so far this year.

Which ETF is attracting more investor money: MBCC or LDRX?

Year-to-date, the MBCC ETF saw +$23M in flows, compared to +$26M for LDRX.

Which ETF is more volatile: MBCC or LDRX?

Over the past year, MBCC had a volatility of 12.41%, while LDRX experienced 12.95%.

Which ETF is bigger: MBCC or LDRX?

As of April 29, 2026, MBCC holds $167.63 M in assets under management (AUM), while LDRX manages $232.06 M.

What sectors do the MBCC and LDRX ETFs invest in?

MBCC leans toward sectors like Information Technology, Health Care and Consumer Discretionary. Meanwhile, LDRX focuses on Information Technology, Communication Services and Consumer Discretionary.

What are the top holdings of the MBCC ETF and LDRX ETF?

MBCC top holdings include ADVANCED MICRO DEVICES, NETFLIX and AMAZON.COM INC. LDRX holds in its top three: NVIDIA, APPLE and ALPHABET INC-CL.

Which ETF is more diversified: MBCC or LDRX?

MBCC holds 22 securities with 63.57% of its assets in the top 15. LDRX has 100 securities and a top 15 weight of 59.9%.

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