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MBCE vs. MEME
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MBCE vs. MEME - Performance Comparison

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

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Returns By Period


MBCE

1D
-1.43%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

MEME

1D
1.71%
1M
21.14%
YTD
82.10%
6M
57.24%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MBCE vs. MEME - Yearly Performance Comparison


MBCE vs. MEME - Sectors Allocation Comparison


Sectors
MBCE
MEME

Technology

42.3%
58.8%

Healthcare

13.9%
5.4%

Financial Services

11.2%
5.7%

Consumer Cyclical

10.9%

-

Real Estate

7.6%

-

Communication Services

7.1%
5.5%

Industrials

3.6%
29.9%

Consumer Defensive

3.5%

-

Basic Materials

-

4.6%

Energy

-

4.8%

Utilities

-

10.7%

Technology

MBCE
42.3%
MEME
58.8%

Healthcare

MBCE
13.9%
MEME
5.4%

Financial Services

MBCE
11.2%
MEME
5.7%

Consumer Cyclical

MBCE
10.9%
MEME

-

Real Estate

MBCE
7.6%
MEME

-

Communication Services

MBCE
7.1%
MEME
5.5%

Industrials

MBCE
3.6%
MEME
29.9%

Consumer Defensive

MBCE
3.5%
MEME

-

Basic Materials

MBCE

-

MEME
4.6%

Energy

MBCE

-

MEME
4.8%

Utilities

MBCE

-

MEME
10.7%

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Return for Risk

MBCE vs. MEME - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Elite Index ETF (MBCE) 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.

MBCE vs. MEME - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MBCEMEMEDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

Drawdowns

MBCE vs. MEME - Drawdown Comparison

The maximum MBCE drawdown since its inception was -1.43%, smaller than the maximum MEME drawdown of -48.78%. Use the drawdown chart below to compare losses from any high point for MBCE and MEME.


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Drawdown Indicators


MBCEMEMEDifference

Max Drawdown

Largest peak-to-trough decline

-1.43%

-48.78%

+47.35%

Current Drawdown

Current decline from peak

-1.43%

-4.32%

+2.89%

Average Drawdown

Average peak-to-trough decline

-1.43%

-29.74%

+28.31%

Volatility

MBCE vs. MEME - Volatility Comparison


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Volatility by Period


MBCEMEMEDifference

Volatility (1Y)

Calculated over the trailing 1-year period

73.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

73.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

73.99%

MBCE vs. MEME - Expense Ratio Comparison

MBCE has a 1.14% expense ratio, which is higher than MEME's 0.69% expense ratio.


Dividends

MBCE vs. MEME - Dividend Comparison

Neither MBCE 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 1.14% for MBCE.

MBCE 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: 1.14% for MBCE and 0.69% for MEME.

Portfolio Optimizer

Find the right allocation for MBCE 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.

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