BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

MBCCvsSCLZETF 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

SCLZ

Swan Enhanced Dividend Income ETF

This fund is part of

Options Strategies

+0.63%

Full SCLZ fund page

Monarch Blue Chips Core ETF (MBCC) belongs to the US Large Cap segment. Swan Enhanced Dividend Income ETF (SCLZ) is part of the Options Strategies segment. MBCC's top 3 sector exposures are Information Technology, Health Care and Consumer Discretionary. In contrast, SCLZ'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 0.79% for SCLZ. MBCC is up 1.53% year-to-date (YTD) with +$23M in YTD flows. SCLZ performs better with 2.69% YTD performance, and +$1M in YTD flows. Run a side-by-side ETF comparison of MBCC and SCLZ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

MBCC vs SCLZ performance and flow charts

Performance

Cumulative Flows

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

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 SCLZ	+11.89%+9.08%	+1.04%+1.81%	+1.53%+2.69%	+13.55%+15.89%	+45.97%n/a	+40.14%n/a
Flows	MBCC SCLZ	+$5M-	+$20M+$1M	+$23M+$1M	-$4M+$4M	+$95M-	+$116M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	MBCC SCLZ	+16.20%+13.13%	+12.41%+9.40%	+14.63%n/a	+17.41%n/a
Max drawdown	MBCC SCLZ	-10.18%-6.96%	-10.80%-6.96%	-18.57%n/a	-30.67%n/a
Max drawdown duration	MBCC SCLZ	73d70d	107d70d	128dn/a	809dn/a

Trading data

Create an account to view trading data

Join for free

	MBCC	SCLZ
Last sale 5/1/2026 at 1:30 PM	$37.87	$55.59
Previous close 04/29/2026	$37.74	$55.09
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

Create an account to view replication metrics

Join for free

SCLZ

is actively managed and doesn’t replicate an index

Create an account to view replication quality

Join for free

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

Main metrics

Last update 5/1/2026 at 1:30 PM

Live

Closed

	MBCC	SCLZ
Last price	$37.87	$55.59
1D performance	+0.36%	+0.91%
AuM	$167.63 M	$17.75 M
E/R	1.06%	0.79%

Characteristics

	MBCC	SCLZ
Management strategy	Passive	Active
Provider	Monarch Fund	Swan Capital Management
Benchmark	Solactive Kingsview Blue Chips Core Index	-
N° of holdings	22	53
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	March 24, 2021	February 27, 2024
ESG	No	No

More MBCC data on Trackinsight

More SCLZ data on Trackinsight

Exposure

Countries

MBCC

USA

90.84%

Other

9.16%

SCLZ

USA

92.15%

Other

7.85%

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%

SCLZ

Information Techn.

33.91%

Communication Ser.

10.05%

Consumer Discreti.

9.72%

Health Care

9.23%

Industrials

8.43%

Financials

8.22%

Other

20.44%

Diversification

MBCC

Total weight of top 15 holdings out of 15

63.57%

SCLZ

Total weight of top 15 holdings out of 15

57.74%

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%

SCLZ

APPLE

6.57%

NVIDIA

6.36%

BROADCOM LIMITED

4.79%

ALPHABET INC-CL

4.54%

MICROSOFT-T

4.26%

META PLATFORMS

3.69%

AMAZON.COM INC

3.63%

LILLY

3.61%

JPMORGAN CHASE

3.57%

BERKSHIRE HATHWAY

3.37%

MICRON TECHNOLOGY

3.09%

JOHNSON&JOHNSON

2.82%

EXXON

2.60%

CISCO-T

2.47%

GENERAL ELECTRIC

2.35%

Frequently asked questions about MBCC and SCLZ

How have the MBCC and SCLZ ETFs performed in 2026?

As of April 29, 2026, MBCC is up 1.53% year-to-date (YTD), while SCLZ has returned 2.69%. That puts SCLZ better performer ahead so far this year.

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

Year-to-date, the MBCC ETF saw +$23M in flows, compared to +$1M for SCLZ.

Which ETF is more volatile: MBCC or SCLZ?

Over the past year, MBCC had a volatility of 12.41%, while SCLZ experienced 9.4%.

Which ETF is bigger: MBCC or SCLZ?

As of April 29, 2026, MBCC holds $167.63 M in assets under management (AUM), while SCLZ manages $17.75 M.

What sectors do the MBCC and SCLZ ETFs invest in?

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

MBCCvsSCLZETF Comparison

Monarch Blue Chips Core ETF

Swan Enhanced Dividend Income ETF

MBCC vs SCLZ 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 SCLZ ETFs performed in 2026?

As of April 29, 2026, MBCC is up 1.53% year-to-date (YTD), while SCLZ has returned 2.69%. That puts SCLZ better performer ahead so far this year.

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

Year-to-date, the MBCC ETF saw +$23M in flows, compared to +$1M for SCLZ.

Which ETF is more volatile: MBCC or SCLZ?

Over the past year, MBCC had a volatility of 12.41%, while SCLZ experienced 9.4%.

Which ETF is bigger: MBCC or SCLZ?

As of April 29, 2026, MBCC holds $167.63 M in assets under management (AUM), while SCLZ manages $17.75 M.

What sectors do the MBCC and SCLZ ETFs invest in?

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

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

MBCC top holdings include ADVANCED MICRO DEVICES, NETFLIX and AMAZON.COM INC. SCLZ holds in its top three: APPLE, NVIDIA and BROADCOM LIMITED.

Which ETF is more diversified: MBCC or SCLZ?

MBCC holds 22 securities with 63.57% of its assets in the top 15. SCLZ has 53 securities and a top 15 weight of 57.74%.

Calamos Investments Powers the Next Phase of the Autocallable Revolution