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MBCCvsNZUSETF 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

NZUS

State Street SPDR MSCI USA Climate Paris Aligned ETF

Full NZUS fund page

Monarch Blue Chips Core ETF (MBCC) belongs to the US Large Cap segment. State Street SPDR MSCI USA Climate Paris Aligned ETF (NZUS) is part of the segment. MBCC's top 3 sector exposures are Information Technology, Health Care and Consumer Discretionary. In contrast, NZUS's top sector exposures are Information Technology, Real Estate and Consumer Discretionary. MBCC is more expensive with a Total Expense Ratio (TER) of 1.06%, versus 0.1% for NZUS. MBCC is up 1.53% year-to-date (YTD) with +$23M in YTD flows. NZUS performs better with 2.58% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of MBCC and NZUS 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 NZUS performance and flow charts

Performance

Cumulative Flows

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Data Services

Historic performance and flows

Data as of 04/29/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	MBCC NZUS	+11.89%+15.51%	+1.04%+4.33%	+1.53%+2.58%	+13.55%+26.44%	+45.97%+70.38%	+40.14%n/a
Flows	MBCC NZUS	+$5M-	+$20M-	+$23M-	-$4M+$17K	+$95M-$114M	+$116M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	MBCC NZUS	+16.20%+16.84%	+12.41%+13.62%	+14.63%+16.09%	+17.41%n/a
Max drawdown	MBCC NZUS	-10.18%-9.86%	-10.80%-12.38%	-18.57%-20.83%	-30.67%n/a
Max drawdown duration	MBCC NZUS	73d71d	107d170d	128d198d	809dn/a

Trading data

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	MBCC	NZUS
Last sale 4/30/2026 at 7:27 PM	$37.74	$36.83
Previous close 04/29/2026	$37.48	$36.52
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 30, 2026

1-year trailing difference

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	MBCC	NZUS
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	NZUS
Last price	$37.74	$36.83
1D performance	+0.68%	+0.85%
AuM	$167.63 M	$2.94 M
E/R	1.06%	0.1%

Characteristics

	MBCC	NZUS
Management strategy	Passive	Passive
Provider	Monarch Fund	State Street Investment Management
Benchmark	Solactive Kingsview Blue Chips Core Index	MSCI USA Climate Paris Aligned Index
N° of holdings	22	139
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	March 24, 2021	April 21, 2022
ESG	No	Yes

More MBCC data on Trackinsight

More NZUS data on Trackinsight

Exposure

Countries

MBCC

USA

90.84%

Other

9.16%

NZUS

USA

97.77%

Other

2.23%

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%

NZUS

Information Techn.

46.46%

Real Estate

10.98%

Consumer Discreti.

9.53%

Health Care

9.15%

Communication Ser.

9.11%

Financials

8.95%

Other

5.83%

Diversification

MBCC

Total weight of top 15 holdings out of 15

63.57%

NZUS

Total weight of top 15 holdings out of 15

58%

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%

NZUS

NVIDIA

9.90%

APPLE

7.54%

MICROSOFT-T

6.48%

TESLA

3.88%

ALPHABET INC-CL

3.70%

AMAZON.COM INC

3.44%

LILLY

3.28%

EQUINIX INC COMMON STOCK REIT

2.87%

MARVELL TECHNOLOGY

2.63%

BROADCOM LIMITED

2.59%

PROLOGIS REIT

2.58%

META PLATFORMS

2.48%

DIGITAL REALTY REIT

2.29%

MASTERCARD

2.28%

VISA INCORPORATION

2.07%

Frequently asked questions about MBCC and NZUS

How have the MBCC and NZUS ETFs performed in 2026?

As of April 29, 2026, MBCC is up 1.53% year-to-date (YTD), while NZUS has returned 2.58%. That puts NZUS better performer ahead so far this year.

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

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

Which ETF is more volatile: MBCC or NZUS?

Over the past year, MBCC had a volatility of 12.41%, while NZUS experienced 13.62%.

Which ETF is bigger: MBCC or NZUS?

As of April 29, 2026, MBCC holds $167.63 M in assets under management (AUM), while NZUS manages $2.94 M.

What sectors do the MBCC and NZUS ETFs invest in?

MBCC leans toward sectors like Information Technology, Health Care and Consumer Discretionary. Meanwhile, NZUS focuses on Information Technology, Real Estate and Consumer Discretionary.

MBCCvsNZUSETF Comparison

Monarch Blue Chips Core ETF

State Street SPDR MSCI USA Climate Paris Aligned ETF

MBCC vs NZUS 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 NZUS ETFs performed in 2026?

As of April 29, 2026, MBCC is up 1.53% year-to-date (YTD), while NZUS has returned 2.58%. That puts NZUS better performer ahead so far this year.

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

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

Which ETF is more volatile: MBCC or NZUS?

Over the past year, MBCC had a volatility of 12.41%, while NZUS experienced 13.62%.

Which ETF is bigger: MBCC or NZUS?

As of April 29, 2026, MBCC holds $167.63 M in assets under management (AUM), while NZUS manages $2.94 M.

What sectors do the MBCC and NZUS ETFs invest in?

MBCC leans toward sectors like Information Technology, Health Care and Consumer Discretionary. Meanwhile, NZUS focuses on Information Technology, Real Estate and Consumer Discretionary.

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

MBCC top holdings include ADVANCED MICRO DEVICES, NETFLIX and AMAZON.COM INC. NZUS holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: MBCC or NZUS?

MBCC holds 22 securities with 63.57% of its assets in the top 15. NZUS has 144 securities and a top 15 weight of 58%.

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