MBCE vs MSMR

Comparison between MONARCH BLUE CHIPS ELITE INDEX ETF (MBCE, ETF) and MCELHENNY SHEFFIELD MANAGED RISK ETF (MSMR, ETF).

MBCE vs MSMR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MBCE(ETF)	MSMR(ETF)
Net Assets	$183M	$183M
Expense Ratio	1.14%	1.06%
Max Drawdown	11.95%	15.12%
Sharpe Ratio	-0.77	0.63
5Y Beta	2.28	0.42
P/E Ratio	36.40	N/A
Forward P/E	26.00	N/A
PEG Ratio	0.70	N/A
5Y EPS CAGR	20.22%	N/A
Debt to Equity	-39.22%	N/A
P/S Ratio	6.39	N/A
P/B Ratio	8.30	N/A

Net Assets

MBCE

$183M

MSMR

$183M

Expense Ratio

MBCE

1.14%

Winner

MSMR

1.06%

Max Drawdown

Winner

MBCE

11.95%

MSMR

15.12%

Sharpe Ratio

MBCE

-0.77

Winner

MSMR

0.63

5Y Beta

MBCE

2.28

Winner

MSMR

0.42

P/E Ratio

MBCE

36.40

MSMR

N/A

Forward P/E

MBCE

26.00

MSMR

N/A

PEG Ratio

MBCE

0.70

MSMR

N/A

5Y EPS CAGR

MBCE

20.22%

MSMR

N/A

Debt to Equity

MBCE

-39.22%

MSMR

N/A

P/S Ratio

MBCE

6.39

MSMR

N/A

P/B Ratio

MBCE

8.30

MSMR

N/A

MBCE vs MSMR - Historical Returns

Returns include dividend reinvestment.

Period	MBCE	MSMR
1 month	-7.26%	-1.26%
3 months	N/A	+0.67%
6 months	N/A	-0.55%
1 year	N/A	+11.50%
5 years(CAGR)	N/A	+8.99%
Max(CAGR)	-30.39%	+8.99%

MBCE

-7.26%

Winner

MSMR

-1.26%

MBCE

N/A

MSMR

+0.67%

MBCE

N/A

MSMR

-0.55%

MBCE

N/A

MSMR

+11.50%

5Y(CAGR)

MBCE

N/A

MSMR

+8.99%

Max(CAGR)

MBCE

-30.39%

Winner

MSMR

+8.99%

MBCE vs MSMR - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	MBCE	MSMR
2026	-4.65%	+2.91%
2025	N/A	+16.72%
2024	N/A	+22.41%
2023	N/A	+18.38%
2022	N/A	-12.23%
2021	N/A	-1.12%

MBCE vs MSMR Drawdown Comparison

The maximum drawdown for MBCE was -11.95%, occurring on Jul 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for MSMR was -14.86%, occurring on Sep 19, 2022. Recovery took 410 trading sessions.

The current MBCE drawdown is -8.80%. The current MSMR drawdown is -6.50%.

Rank	MBCE	MSMR
#1	-11.95% Jun 30, 2026 - Jul 20, 2026	-14.86% Nov 19, 2021 - Jul 12, 2023
#2	-7.04% Jun 3, 2026 - Jun 15, 2026	-8.84% Feb 19, 2025 - Jun 30, 2025
#3	-4.74% Jun 22, 2026 - Jun 30, 2026	-8.66% Jul 19, 2023 - Jan 19, 2024
#4	-2.53% Jun 15, 2026 - Jun 18, 2026	-7.75% Jun 2, 2026 - Jul 20, 2026
#5	N/A	-7.05% Jan 29, 2026 - May 5, 2026
#6	N/A	-4.92% Aug 30, 2024 - Sep 23, 2024
#7	N/A	-4.72% Mar 28, 2024 - Jun 12, 2024
#8	N/A	-4.23% Oct 28, 2025 - Jan 7, 2026
#9	N/A	-3.47% Oct 18, 2024 - Nov 6, 2024
#10	N/A	-3.43% Dec 6, 2024 - Jan 30, 2025
#11	N/A	-3.04% Oct 8, 2025 - Oct 20, 2025
#12	N/A	-2.73% Jul 16, 2024 - Jul 31, 2024
#13	N/A	-2.32% Aug 12, 2025 - Sep 10, 2025
#14	N/A	-2.26% Jul 28, 2025 - Aug 8, 2025
#15	N/A	-1.96% Nov 8, 2024 - Nov 21, 2024