MBCE vs EEMX

Comparison between Monarch Blue Chips Core Index ETF (MBCE, ETF) and STATE STREET(R) SPDR(R) MSCI EMERGING MARKETS FOSSIL FUEL RESERVES FREE ETF (EEMX, ETF).

MBCE vs EEMX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MBCE(ETF)	EEMX(ETF)
Net Assets	$183M	$183M
Expense Ratio	1.14%	0.30%
Max Drawdown	7.04%	41.23%
Sharpe Ratio	-1.21	1.70
5Y Beta	2.17	0.85
P/E Ratio	35.16	N/A
Forward P/E	26.15	N/A
PEG Ratio	0.67	N/A
5Y Dividends CAGR	N/A	8.73%
5Y EPS CAGR	20.22%	N/A
Debt to Equity	-39.22%	N/A
P/S Ratio	6.37	N/A
P/B Ratio	7.96	N/A

Net Assets

MBCE

$183M

EEMX

$183M

Expense Ratio

MBCE

1.14%

Winner

EEMX

0.30%

Max Drawdown

Winner

MBCE

7.04%

EEMX

41.23%

Sharpe Ratio

MBCE

-1.21

Winner

EEMX

1.70

5Y Beta

MBCE

2.17

Winner

EEMX

0.85

P/E Ratio

MBCE

35.16

EEMX

N/A

Forward P/E

MBCE

26.15

EEMX

N/A

PEG Ratio

MBCE

0.67

EEMX

N/A

5Y Dividends CAGR

MBCE

N/A

EEMX

8.73%

5Y EPS CAGR

MBCE

20.22%

EEMX

N/A

Debt to Equity

MBCE

-39.22%

EEMX

N/A

P/S Ratio

MBCE

6.37

EEMX

N/A

P/B Ratio

MBCE

7.96

EEMX

N/A

MBCE vs EEMX - Holdings Comparison

MBCE and EEMX have 1 common holdings. Overlap is -0.21%

MBCE's top 25 holdings weight is 100.02%. EEMX's top 25 holdings weight is 49.13%.

Rank	MBCE	EEMX
#1	ADVANCED MICRO DEVICES INC (AMD) - 9.84%	n/a (n/a) - 14.92%
#2	TEXAS INSTRUMENTS INC (TXN) - 5.50%	SAMSUNG ELECTRONICS CO LTD (n/a) - 9.00%
#3	BROADCOM INC (AVGO) - 5.34%	SK HYNIX INC (n/a) - 6.75%
#4	AMAZON.COM INC (AMZN) - 4.92%	TENCENT HOLDINGS LTD (n/a) - 3.09%
#5	NVIDIA CORP (NVDA) - 4.55%	n/a (n/a) - 2.13%
#6	APPLE INC (AAPL) - 4.51%	MEDIATEK INC (n/a) - 1.68%
#7	MICROSOFT CORP (MSFT) - 4.38%	DELTA ELECTRONICS INC (n/a) - 1.20%
#8	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 4.36%	n/a (n/a) - 1.00%
#9	ELI LILLY AND CO (LLY) - 4.01%	HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.95%
#10	VISA INC CLASS A (V) - 3.89%	CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.76%
#11	SIMON PROPERTY GROUP INC (SPG) - 3.84%	HDFC BANK LTD (n/a) - 0.73%
#12	SALESFORCE INC (CRM) - 3.74%	SK SQUARE (n/a) - 0.67%
#13	META PLATFORMS INC CLASS A (META) - 3.73%	ICICI BANK LTD (n/a) - 0.56%
#14	AMERICAN TOWER CORP (AMT) - 3.72%	SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 0.55%
#15	CAPITAL ONE FINANCIAL CORP (COF) - 3.67%	XIAOMI CORP CLASS B (n/a) - 0.53%
#16	MASTERCARD INC CLASS A (MA) - 3.65%	HYUNDAI MOTOR CO (n/a) - 0.52%
#17	GE AEROSPACE (GE) - 3.61%	ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.51%
#18	WALMART INC (WMT) - 3.45%	n/a (n/a) - 0.49%
#19	NETFLIX INC (NFLX) - 3.41%	VALE SA (n/a) - 0.49%
#20	DANAHER CORP (DHR) - 3.31%	MEITUAN CLASS B (n/a) - 0.45%
#21	AMGEN INC (AMGN) - 3.31%	CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.44%
#22	INTUITIVE SURGICAL INC (ISRG) - 3.22%	n/a (n/a) - 0.44%
#23	MCDONALD'S CORP (MCD) - 3.12%	AL RAJHI BANK (n/a) - 0.43%
#24	NIKE INC CLASS B (NKE) - 2.84%	BHARTI AIRTEL LTD (n/a) - 0.43%
#25	US DOLLARS (n/a) - 0.10%	UNITED MICROELECTRONICS CORP (n/a) - 0.41%
Total Holdings	25	975

MBCE vs EEMX - Historical Returns

Returns include dividend reinvestment.

Period	MBCE	EEMX
1 month	N/A	+3.83%
3 months	N/A	+19.88%
6 months	N/A	+28.72%
1 year	N/A	+48.12%
5 years(CAGR)	N/A	+7.64%
10 years(CAGR)	N/A	+9.31%
Max(CAGR)	-54.74%	+9.31%

MBCE

N/A

EEMX

+3.83%

MBCE

N/A

EEMX

+19.88%

MBCE

N/A

EEMX

+28.72%

MBCE

N/A

EEMX

+48.12%

5Y(CAGR)

MBCE

N/A

EEMX

+7.64%

10Y(CAGR)

MBCE

N/A

EEMX

+9.31%

Max(CAGR)

MBCE

-54.74%

Winner

EEMX

+9.31%

MBCE vs EEMX - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	MBCE	EEMX
2026	-1.93%	+22.42%
2025	N/A	+35.36%
2024	N/A	+8.80%
2023	N/A	+8.73%
2022	N/A	-19.82%
2021	N/A	-4.28%
2020	N/A	+17.45%
2019	N/A	+18.04%
2018	N/A	-18.13%
2017	N/A	+38.45%
2016	N/A	-6.70%

MBCE vs EEMX Drawdown Comparison

The maximum drawdown for MBCE was -7.04%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for EEMX was -39.90%, occurring on Oct 24, 2022. Recovery took 1146 trading sessions.

The current MBCE drawdown is -1.93%. The current EEMX drawdown is -4.00%.

Rank	MBCE	EEMX
#1	-7.04% Jun 3, 2026 - Jun 10, 2026	-39.90% Feb 16, 2021 - Sep 9, 2025
#2	N/A	-36.38% Jan 26, 2018 - Nov 16, 2020
#3	N/A	-13.89% Feb 25, 2026 - Apr 17, 2026
#4	N/A	-9.04% Jun 2, 2026 - Jun 5, 2026
#5	N/A	-7.92% Oct 25, 2016 - Feb 15, 2017
#6	N/A	-5.55% Oct 29, 2025 - Jan 2, 2026
#7	N/A	-5.52% May 11, 2026 - May 26, 2026
#8	N/A	-5.41% Jan 21, 2021 - Feb 9, 2021
#9	N/A	-5.41% Nov 22, 2017 - Dec 28, 2017
#10	N/A	-4.69% Oct 8, 2025 - Oct 17, 2025
#11	N/A	-4.06% Aug 8, 2017 - Aug 29, 2017
#12	N/A	-3.98% Mar 17, 2017 - Mar 24, 2017
#13	N/A	-3.76% Jan 28, 2026 - Feb 11, 2026
#14	N/A	-3.55% May 15, 2017 - Jul 13, 2017
#15	N/A	-3.36% Oct 13, 2017 - Nov 21, 2017