MSMR vs MBCE
Comparison between MCELHENNY SHEFFIELD MANAGED RISK ETF (MSMR, ETF) and MONARCH BLUE CHIPS ELITE INDEX ETF (MBCE, ETF).
MSMR vs MBCE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MSMR
$183M
MBCE
$183M
Expense Ratio
Winner
MSMR
1.06%
MBCE
1.14%
Max Drawdown
MSMR
15.12%
Winner
MBCE
11.95%
Sharpe Ratio
Winner
MSMR
0.63
MBCE
-0.77
5Y Beta
Winner
MSMR
0.42
MBCE
2.28
P/E Ratio
MSMR
N/A
MBCE
36.40
Forward P/E
MSMR
N/A
MBCE
26.00
PEG Ratio
MSMR
N/A
MBCE
0.70
5Y EPS CAGR
MSMR
N/A
MBCE
20.22%
Debt to Equity
MSMR
N/A
MBCE
-39.22%
P/S Ratio
MSMR
N/A
MBCE
6.39
P/B Ratio
MSMR
N/A
MBCE
8.30
MSMR vs MBCE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MSMR
-1.26%
MBCE
-7.26%
3M
MSMR
+0.67%
MBCE
N/A
6M
MSMR
-0.55%
MBCE
N/A
1Y
MSMR
+11.50%
MBCE
N/A
5Y(CAGR)
MSMR
+8.99%
MBCE
N/A
Max(CAGR)
Winner
MSMR
+8.99%
MBCE
-30.39%
MSMR vs MBCE - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | MSMR | MBCE |
|---|---|---|
| 2026 | +2.91% | -4.65% |
| 2025 | +16.72% | N/A |
| 2024 | +22.41% | N/A |
| 2023 | +18.38% | N/A |
| 2022 | -12.23% | N/A |
| 2021 | -1.12% | N/A |
MSMR vs MBCE Drawdown Comparison
The maximum drawdown for MSMR was -14.86%, occurring on Sep 19, 2022. Recovery took 410 trading sessions.
The maximum drawdown for MBCE was -11.95%, occurring on Jul 20, 2026. This drawdown has not yet recovered.
The current MSMR drawdown is -6.50%. The current MBCE drawdown is -8.80%.
| Rank | MSMR | MBCE |
|---|---|---|
| #1 | -14.86% Nov 19, 2021 - Jul 12, 2023 | -11.95% Jun 30, 2026 - Jul 20, 2026 |
| #2 | -8.84% Feb 19, 2025 - Jun 30, 2025 | -7.04% Jun 3, 2026 - Jun 15, 2026 |
| #3 | -8.66% Jul 19, 2023 - Jan 19, 2024 | -4.74% Jun 22, 2026 - Jun 30, 2026 |
| #4 | -7.75% Jun 2, 2026 - Jul 20, 2026 | -2.53% Jun 15, 2026 - Jun 18, 2026 |
| #5 | -7.05% Jan 29, 2026 - May 5, 2026 | N/A |
| #6 | -4.92% Aug 30, 2024 - Sep 23, 2024 | N/A |
| #7 | -4.72% Mar 28, 2024 - Jun 12, 2024 | N/A |
| #8 | -4.23% Oct 28, 2025 - Jan 7, 2026 | N/A |
| #9 | -3.47% Oct 18, 2024 - Nov 6, 2024 | N/A |
| #10 | -3.43% Dec 6, 2024 - Jan 30, 2025 | N/A |
| #11 | -3.04% Oct 8, 2025 - Oct 20, 2025 | N/A |
| #12 | -2.73% Jul 16, 2024 - Jul 31, 2024 | N/A |
| #13 | -2.32% Aug 12, 2025 - Sep 10, 2025 | N/A |
| #14 | -2.26% Jul 28, 2025 - Aug 8, 2025 | N/A |
| #15 | -1.96% Nov 8, 2024 - Nov 21, 2024 | N/A |
Correlation
Correlation between MSMR and MBCE is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
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