NZUSvsMBCCETF Comparison
State Street SPDR MSCI USA Climate Paris Aligned ETF (NZUS) and Monarch Blue Chips Core ETF (MBCC) belong to the same industry segment: US Large Cap. NZUS's top 3 sector exposures are Information Technology, Real Estate and Consumer Discretionary. In contrast, MBCC's top sector exposures are Information Technology, Health Care and Consumer Discretionary. NZUS is less expensive with a Total Expense Ratio (TER) of 0.1%, versus 1.06% for MBCC. NZUS is up 2.38% year-to-date (YTD) with - in YTD flows. MBCC performs better with 2.45% YTD performance, and +$22M in YTD flows. Run a side-by-side ETF comparison of NZUS and MBCC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
NZUS vs MBCC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | NZUS MBCC | +15.15%+9.51% | +2.87%+2.15% | +2.38%+2.45% | +27.27%+16.63% | +71.45%+48.16% | n/a+41.89% |
| Flows | NZUS MBCC | -+$5M | -+$19M | -+$22M | +$17K-$6M | -$114M+$94M | -+$114M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | NZUS MBCC | +16.83%+16.12% | +13.62%+12.42% | +16.10%+14.70% | n/a+17.40% |
| Max drawdown | NZUS MBCC | -10.77%-10.18% | -12.38%-10.80% | -20.83%-18.57% | n/a-30.67% |
| Max drawdown duration | NZUS MBCC | 77d73d | 170d107d | 198d128d | n/a809d |
NZUS | MBCC | |
Last sale 4/27/2026 at 1:30 PM | $36.74 | $37.36 |
| Previous close 04/27/2026 | $36.79 | $37.56 |
| Consolidated volume 04/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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NZUS | MBCC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
NZUS | MBCC | |
|---|---|---|
| Last price | $36.74 | $37.36 |
| 1D performance | -0.14% | -0.53% |
| AuM | $2.94 M | $167.27 M |
| E/R | 0.1% | 1.06% |
NZUS | MBCC | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | State Street Investment Management | Monarch Fund |
| Benchmark | MSCI USA Climate Paris Aligned Index | Solactive Kingsview Blue Chips Core Index |
| N° of holdings | 139 | 22 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 21, 2022 | March 24, 2021 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
