ETFs most similar to MBCE

The funds whose holdings overlap Monarch Blue Chips Elite Index ETF the most, by weight. as of May 31, 2026SEC filing

By holdings overlap

FundCategoryOverlap with MBCEFeeAssets1YYieldCompare
MBCEMonarch Blue Chips Elite Index ETFSemiconductors—1.01%$208M—0.10%
PJFGPGIM Jennison Focused Growth ETFLarge Cap Growth47%0.75%$147M+10.6%—side by side
VGROVirtus Silvant Growth Opportunities ETFLarge Cap Growth46%0.35%$3.2M——side by side
SCLZSwan Enhanced Dividend Income ETFHigh Dividend46%0.79%$20M+5.3%7.97%side by side
USMCPrincipal Exchange-Traded Funds Principal U.S. Mega-Cap ETFLarge Cap Blend44%0.12%$5.2B+14.1%0.72%side by side
TECBiShares U.S. Tech Breakthrough Multisector ETFInternet & Innovation44%0.30%$528M+29.7%0.27%side by side

Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.