At a glance
MBCC charges 1.25% a year, above the 0.47% average of the 7 funds most like it (the most expensive of 8). It has $123.1M in assets, the 6th largest of that group; it paid 0.18% of its price in distributions over the past 12 months, semiannual. Over the past year it returned +6.4% with distributions reinvested (S&P 500: +11.5%), 5th of those 8 funds; over three years it returned +16.8% a year. At its worst it fell 29.2% in the 2022 bear market (S&P 500: 24.5%), and was back at its earlier high 15 months after the low.
The short version
Monarch Blue Chips Core Index ETF (MBCC), from Kingsview Partners, is a stock index fund. As its name suggests, it targets large, established "blue-chip" companies. What sets it apart most is cost. Its 1.25% expense ratio (the yearly fee, as a share of your investment) is the highest of eight similar funds, which average 0.47%. Its three-year return to October 27, 2026, ranked last of seven.
Price history
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MBCC +6.4% over the year to Oct 27, 2026, total return with distributions reinvested.
How it has behaved
| YTD | 1 yr | 3 yr | 5 yr | 10 yr | Since start | |
|---|---|---|---|---|---|---|
| MBCC price data to Oct 27, 2026 | +7.8% | +6.4% | +16.8% | +6.4% | — | +8.7% |
- Over the year to Oct 27, 2026, MBCC returned +6.4%, 5th of 8 among similar funds.
- Its 5-year annualized return was +6.4%.
- Its worst full calendar year was 2022 (-20.3%); its best was 2023 (+22.4%).
- The deepest fall in its price history was 30.6% (Nov 8, 2021 to Oct 12, 2022), recovered by Jan 29, 2024.
Show as a table
| Year | Price data |
|---|---|
| 2026 (to date) | +7.8% |
| 2025 | +7.4% |
| 2024 | +18.9% |
| 2023 | +22.4% |
| 2022 | -20.3% |
| 2008 financial crisis stocks fell Oct 9, 2007 – Mar 9, 2009 | Before this security existed |
|---|---|
| 2020 COVID crash stocks fell Feb 19, 2020 – Mar 23, 2020 | Before this security existed |
| 2022 bear market stocks fell Jan 3, 2022 – Oct 12, 2022 | Lost 29.2% over that stretch · deepest drop along the way 29.2%, back to its old high 15.2 months after the low |
Dividends and income
Show as a table
| Year | Per share | Change |
|---|---|---|
| 2026 (to date) | $0.0400 | |
| 2025 | $0.1000 | +12400.0% |
| 2024 | $0.0008 | -98.0% |
| 2023 | $0.0400 |
How it works
MBCC is an index fund. An index fund follows a set list of stocks picked by fixed rules rather than by a manager's day-to-day calls. The fund's name says it follows a "blue chips core" index, meaning large, well-established companies. We could not find MBCC in the SEC's ticker files. That can mean a fund was renamed, has closed or isn't registered with the SEC. Without a prospectus, we can't confirm the index's name, how it picks or weights stocks, or how often it rebalances.
What it really costs
- MBCC charges 1.25% a year, versus an average of 0.47% for the similar funds below (8th of 8, cheapest first).
In a retirement portfolio
Although its name suggests a core blue-chip stock fund, its 1.25% fee, short 5.6-year record, 30.6% deepest drop and absence from SEC ticker files suit a small side position more than a portfolio's core.
MBCC launched March 23, 2021, too late for the 2008 financial crisis or the 2020 COVID crash. Its main test was the 2022 bear market, when it fell 29.2% from January 3 to October 12, 2022. Its deepest drop, 30.6%, ran from November 8, 2021, to that October low, and it didn't regain its old high until January 29, 2024, about 15.6 months after the bottom. Its worst calendar year was 2022, a 20.3% loss. Selling shares for living costs then meant locking in steep losses.
It adds stock-market growth potential rather than income: its yield was 0.18% over the 12 months to October 27, 2026, paid twice a year. Its expense ratio (yearly fee) of 1.25% is the highest in its comparison group; seven similar funds average 0.47%. Past results don't predict the future, and a plan should look at the whole portfolio, not one fund.
Who it may suit — and who should look elsewhere
May suit
- Investors who specifically want Kingsview Partners' blue-chip approach and accept paying 1.25% a year, well above the 0.47% average of seven similar funds.
- Long-term holders who can sit through drops like its 30.6% fall from November 2021 to October 2022 without needing to sell.
- Investors who don't need income from this holding, since its yield was just 0.18% as of October 27, 2026, paid twice a year.
Look elsewhere if
- Cost-conscious investors: at 1.25%, MBCC is the priciest of eight funds compared, while Principal U.S. Mega-Cap ETF (USMC) charges 0.12%.
- Investors who weigh peer returns: MBCC's 16.8%-a-year three-year return ranked last of seven funds in its comparison group as of October 27, 2026.
- Investors who want to verify holdings and filings: MBCC isn't in SEC ticker files, which can mean it was renamed, closed or isn't SEC-registered.
Close alternatives
Matched by legacy category (no holdings report for this fund).
| Fund | Cost | Net assets | 1 yr | 3 yr |
|---|---|---|---|---|
| MBCC this fund | 1.25% | $123.1M | +6.4% | +16.8% |
| XPND First Trust Expanded Technology ETF | 0.65% | $24.0M | +1.8% | +25.7% |
| USMC Principal U.S. Mega-Cap ETF | 0.12% | $2.50B | +11.3% | +24.5% |
| TECB iShares U.S. Tech Breakthrough Multisector … | 0.3% | $384.4M | +23.7% | +31.7% |
| LSGR Natixis Loomis Sayles Focused Growth ETF | 0.59% | $309.4M | -2.0% | +23.9% |
| PWB Invesco Large Cap Growth ETF | 0.56% | $923.8M | +17.3% | +33.0% |
| PGRO Putnam Focused Large Cap Growth ETF | 0.56% | $61.5M | +3.1% | +24.6% |
| QLTY GMO US Quality ETF Shs | 0.5% | $1.60B | +15.9% | — |
Questions investors ask
What does MBCC ETF invest in?
MBCC is a stock fund, and its name points to blue-chip companies, meaning large, established firms. Kingsview Partners LLC is listed as the issuer, and the fund launched March 23, 2021. A current holdings list wasn't available, so its largest positions aren't named here. MBCC also doesn't appear in SEC ticker files, which can mean a fund was renamed, closed or isn't SEC-registered. Reading the latest prospectus and holdings report is worth doing before comparing it with other funds.
Is MBCC an expensive ETF?
Yes, compared with similar funds. MBCC's expense ratio, the yearly fee taken from fund assets, is 1.25%. That makes it the most expensive of the eight funds in its comparison group. The seven similar funds average 0.47%, and Principal U.S. Mega-Cap ETF (USMC) charges just 0.12%. Fund fees come out of returns every year, whether markets rise or fall, so a higher fee is a steady drag that matters more over long holding periods.
Does MBCC pay dividends?
Yes, but very little. MBCC pays dividends twice a year. Over the 12 months to October 27, 2026, it paid about $0.07 per share, a yield (income as a share of the price) of 0.18%. With so little income, nearly all of its return has to come from price changes. Retirees who rely on portfolio income would get little cash from it and would generally need to sell shares to raise spending money, which can mean selling at low prices in a downturn.
What is MBCC's 5-year return?
MBCC returned 6.4% a year over the five years to October 27, 2026, or 36% in total. The path was bumpy. It lost 20.28% in 2022, then gained 22.38% in 2023, 18.91% in 2024 and 7.43% in 2025. Its deepest drop, 30.6% from November 2021 to October 2022, took until January 2024 to recover. Its three-year return of 16.8% a year ranked last of seven funds in its comparison group. Past returns don't predict future results.
MBCC vs USMC: what's the difference?
The clearest difference is cost: MBCC charges 1.25% a year, while Principal U.S. Mega-Cap ETF (USMC) charges 0.12%. The two sit in the same broad fund category but weren't matched by holdings, so their portfolios may differ. As of October 27, 2026, USMC returned 11.3% over one year and 24.5% a year over three years, versus 6.4% and 16.8% for MBCC. USMC is also much larger, with about $2.5 billion in net assets versus MBCC's $123.1 million.