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MBCCvsTOPCETF Comparison
Monarch Blue Chips Core ETF (MBCC) and iShares S&P 500 3% Capped ETF (TOPC) belong to the same industry segment: US Large Cap. MBCC's top 3 sector exposures are Information Technology, Consumer Discretionary and Health Care. In contrast, TOPC's top sector exposures are Information Technology, Financials and Health Care. MBCC is more expensive with a Total Expense Ratio (TER) of 1.06%, versus 0.15% for TOPC. MBCC is down -2.17% year-to-date (YTD) with +$13M in YTD flows. TOPC performs better with -1.33% YTD performance, and +$8M in YTD flows. Run a side-by-side ETF comparison of MBCC and TOPC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
MBCC vs TOPC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MBCC TOPC | -1.74%-2.48% | -1.96%-1.35% | -2.17%-1.33% | +7.85%n/a | +53.62%n/a | n/an/a |
| Flows | MBCC TOPC | +$9M+$5M | +$17M+$8M | +$13M+$8M | +$18M- | +$84M- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MBCC TOPC | +11.34%+11.50% | +17.51%n/a | +14.45%n/a | n/an/a |
| Max drawdown | MBCC TOPC | -3.83%-3.98% | -13.87%n/a | -18.57%n/a | n/an/a |
| Max drawdown duration | MBCC TOPC | 64d31d | 45dn/a | 128dn/a | n/an/a |
MBCC | TOPC | |
Last sale 3/13/2026 at 1:30 PM | $35.23 | $30.48 |
| Previous close 03/12/2026 | $35.51 | $30.60 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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MBCC | TOPC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
MBCC | TOPC | |
|---|---|---|
| Last price | $35.23 | $30.48 |
| 1D performance | -0.79% | -0.40% |
| AuM | $150.88 M | $24.48 M |
| E/R | 1.06% | 0.15% |
MBCC | TOPC | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Monarch Fund | iShares |
| Benchmark | Solactive Kingsview Blue Chips Core Index | S&P 500 3% Capped Index |
| N° of holdings | 23 | 479 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 24, 2021 | April 16, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the MBCC and TOPC ETFs performed in 2026?
As of March 11, 2026, MBCC is down -2.17% year-to-date (YTD), while TOPC has lost -1.33%. That puts TOPC better performer ahead so far this year.
Which ETF is attracting more investor money: MBCC or TOPC?
Year-to-date, the MBCC ETF saw +$13M in flows, compared to +$8M for TOPC.
Which ETF is bigger: MBCC or TOPC?
As of March 11, 2026, MBCC holds $150.88 M in assets under management (AUM), while TOPC manages $24.48 M.
What sectors do the MBCC and TOPC ETFs invest in?
MBCC leans toward sectors like Information Technology, Consumer Discretionary and Health Care. Meanwhile, TOPC focuses on Information Technology, Financials and Health Care.
What are the top holdings of the MBCC ETF and TOPC ETF?
MBCC top holdings include TEXAS INSTRUMENTS, PHILLIP MORRIS and META PLATFORMS. TOPC holds in its top three: META PLATFORMS, NVIDIA and AMAZON.COM INC.
Which ETF is more diversified: MBCC or TOPC?
MBCC holds 23 securities with 65.1% of its assets in the top 15. TOPC has 504 securities and a top 15 weight of 31.34%.
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