MBCE · Monarch Blue Chips Elite Index ETF
MBCE tracks an index and returned −0.1% since it first traded on Jun 3, 2026.
Points (pts) are percentage points.
| Window | Total return | S&P 500 (SPY) | Gap to SPY |
|---|---|---|---|
| 1M Sep 9 – Oct 9, 2026 | +5.5% | +2.4% | +3.1 pts |
| 3M Jul 10 – Oct 9, 2026 | 0.0% | +3.4% | −3.4 pts |
| Since launch Jun 3 – Oct 9, 2026 | −0.1% | +3.8% | −3.9 pts |
Total return at closing prices, distributions reinvested. Every column is a total return. Not shown: 6 months, year to date, 1 year and 3 years, which the fund has not been listed long enough to fill (listed Jun 2026); its since-launch row covers all of its record. Source: ETFIQ.
MBCE top ten by weight, 51.1% of the fund, of its 24 equity positions, from the holdings filed for May 31, 2026. An index fund holds what the index holds, so this is the index. Source: the fund’s SEC filing.
In plain words
How we measure
Questions people ask about MBCE
- What does MBCE cost?
- The prospectus expense ratio is 1.01% a year.
- What does MBCE hold?
- 24 positions as filed for May 31, 2026, with the top ten at 51.1% of the fund. 100% of its weight is in stocks the S&P 500 also holds.
- How far is MBCE below its high?
- 4.5% below its high of Jun 30, 2026, measured on the reinvested series to Oct 9, 2026.
ETFIQ links to the documents behind every figure; a link is not an endorsement.
Cite this pageCitation, APA and Markdown
ETFIQ, MBCE, stock fund, data as of Oct 9, 2026. https://etfiq.com/funds/mbce
ETFIQ. (Oct 9, 2026). MBCE, stock fund. Retrieved from https://etfiq.com/funds/mbce
[MBCE, stock fund (ETFIQ, Oct 9, 2026)](https://etfiq.com/funds/mbce)
Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data.
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