PortfoliosLab logoPortfoliosLab logo
MBCC vs. MEME
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MBCC vs. MEME - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Core ETF (MBCC) and Roundhill Meme Stock ETF (MEME). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


MBCC

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

MEME

1D
-5.29%
1M
25.28%
YTD
79.03%
6M
68.18%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MBCC vs. MEME - Sectors Allocation Comparison


Sectors
MBCC
MEME

Technology

38.7%
58.8%

Healthcare

14.4%
5.4%

Financial Services

12.1%
5.7%

Consumer Cyclical

11.5%

-

Real Estate

7.9%

-

Communication Services

7.8%
5.5%

Consumer Defensive

4.2%

-

Industrials

3.4%
29.9%

Basic Materials

-

4.6%

Energy

-

4.8%

Utilities

-

10.7%

Technology

MBCC
38.7%
MEME
58.8%

Healthcare

MBCC
14.4%
MEME
5.4%

Financial Services

MBCC
12.1%
MEME
5.7%

Consumer Cyclical

MBCC
11.5%
MEME

-

Real Estate

MBCC
7.9%
MEME

-

Communication Services

MBCC
7.8%
MEME
5.5%

Consumer Defensive

MBCC
4.2%
MEME

-

Industrials

MBCC
3.4%
MEME
29.9%

Basic Materials

MBCC

-

MEME
4.6%

Energy

MBCC

-

MEME
4.8%

Utilities

MBCC

-

MEME
10.7%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

MBCC vs. MEME - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core ETF (MBCC) and Roundhill Meme Stock ETF (MEME). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

MBCC vs. MEME - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


MBCCMEMEDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

Drawdowns

MBCC vs. MEME - Drawdown Comparison


Loading charts...

Drawdown Indicators


MBCCMEMEDifference

Max Drawdown

Largest peak-to-trough decline

-48.78%

Current Drawdown

Current decline from peak

-5.93%

Average Drawdown

Average peak-to-trough decline

-29.90%

Volatility

MBCC vs. MEME - Volatility Comparison


Loading charts...

Volatility by Period


MBCCMEMEDifference

Volatility (1Y)

Calculated over the trailing 1-year period

74.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

74.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

74.19%

MBCC vs. MEME - Expense Ratio Comparison

MBCC has a 1.25% expense ratio, which is higher than MEME's 0.69% expense ratio.


Dividends

MBCC vs. MEME - Dividend Comparison

Neither MBCC nor MEME has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


On fees, MEME is cheaper at 0.69% per year. The better choice depends on whether you care most about return, fees, risk, or income.

MEME is cheaper with a 0.69% expense ratio, compared with 1.25% for MBCC.

MBCC and MEME have nearly identical dividend yields, around 0.00%.

They also come from different issuers: Kingsview Partners LLC and Roundhill. Their fees differ too: 1.25% for MBCC and 0.69% for MEME.

Portfolio Optimizer

Find the right allocation for MBCC and MEME

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer