DBE vs MVFD
Comparison between Invesco DB Energy Fund (DBE, ETF) and MONARCH VOLUME FACTOR DIVIDEND TREE INDEX ETF (MVFD, ETF).
DBE vs MVFD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DBE
$107M
Winner
MVFD
$108M
Expense Ratio
Winner
DBE
0.75%
MVFD
1.19%
Max Drawdown
DBE
87.40%
Winner
MVFD
19.59%
Sharpe Ratio
Winner
DBE
1.71
MVFD
1.10
5Y Beta
Winner
DBE
0.02
MVFD
0.80
5Y Dividends CAGR
DBE
47.78%
MVFD
N/A
DBE vs MVFD - Historical Returns
Returns include dividend reinvestment.
1M
DBE
-7.87%
Winner
MVFD
-2.24%
3M
Winner
DBE
+27.68%
MVFD
+0.52%
6M
Winner
DBE
+64.48%
MVFD
+4.85%
1Y
Winner
DBE
+76.20%
MVFD
+21.20%
5Y(CAGR)
DBE
+18.54%
MVFD
N/A
10Y(CAGR)
DBE
+11.36%
MVFD
N/A
Max(CAGR)
DBE
+2.42%
Winner
MVFD
+10.07%
DBE vs MVFD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DBE | MVFD |
|---|---|---|
| 2026 | +76.19% | +4.83% |
| 2025 | -3.74% | +10.12% |
| 2024 | +3.51% | +5.21% |
| 2023 | -8.51% | N/A |
| 2022 | +31.61% | N/A |
| 2021 | +59.70% | N/A |
| 2020 | -25.91% | N/A |
| 2019 | +18.76% | N/A |
| 2018 | -13.10% | N/A |
| 2017 | +7.47% | N/A |
| 2016 | +23.88% | N/A |
| 2015 | -33.86% | N/A |
| 2014 | -38.72% | N/A |
| 2013 | +3.70% | N/A |
| 2012 | -2.78% | N/A |
| 2011 | +1.88% | N/A |
| 2010 | +0.56% | N/A |
| 2009 | +21.70% | N/A |
| 2008 | -43.81% | N/A |
| 2007 | +49.80% | N/A |
DBE vs MVFD Drawdown Comparison
The maximum drawdown for DBE was -86.68%, occurring on Apr 27, 2020. This drawdown has not yet recovered.
The maximum drawdown for MVFD was -19.07%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The current DBE drawdown is -33.39%. The current MVFD drawdown is -4.02%.
| Rank | DBE | MVFD |
|---|---|---|
| #1 | -86.68% Jul 3, 2008 - Apr 27, 2020 | -19.07% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -9.40% Jan 2, 2008 - Feb 19, 2008 | -9.08% Feb 6, 2026 - Mar 20, 2026 |
| #3 | -8.93% Jul 10, 2007 - Sep 17, 2007 | -6.45% Mar 28, 2024 - Jul 31, 2024 |
| #4 | -8.30% May 21, 2008 - Jun 6, 2008 | -6.34% Jul 31, 2024 - Aug 26, 2024 |
| #5 | -8.13% Jan 9, 2007 - Jan 30, 2007 | -5.62% Nov 12, 2025 - Nov 26, 2025 |
| #6 | -7.04% Nov 23, 2007 - Dec 26, 2007 | -4.64% Dec 11, 2025 - Jan 6, 2026 |
| #7 | -7.01% Mar 13, 2008 - Apr 7, 2008 | -3.78% Aug 30, 2024 - Sep 23, 2024 |
| #8 | -6.00% Apr 23, 2008 - May 5, 2008 | -2.88% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -4.59% Nov 9, 2007 - Nov 20, 2007 | -2.71% Oct 16, 2024 - Nov 6, 2024 |
| #10 | -4.26% Mar 7, 2007 - Mar 26, 2007 | -2.42% Oct 4, 2024 - Oct 16, 2024 |
| #11 | -3.90% Apr 12, 2007 - Apr 27, 2007 | -1.75% Jan 21, 2026 - Feb 4, 2026 |
| #12 | -3.88% Feb 9, 2007 - Feb 22, 2007 | -1.61% Oct 27, 2025 - Nov 10, 2025 |
| #13 | -3.77% Apr 27, 2007 - May 17, 2007 | -1.51% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -3.30% Oct 29, 2007 - Nov 2, 2007 | -1.24% Mar 21, 2024 - Mar 27, 2024 |
| #15 | -3.21% Sep 27, 2007 - Oct 11, 2007 | -0.88% Mar 13, 2024 - Mar 19, 2024 |
Correlation
Correlation between DBE and MVFD is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
Dividend Comparison (2007 - 2026)
DBE vs MVFD dividend yield comparison.
| Year | DBE | MVFD |
|---|---|---|
| 2026 | 0.00% | 0.44% |
| 2025 | 3.86% | 1.34% |
| 2024 | 6.32% | 1.38% |
| 2023 | 3.87% | 0.00% |
| 2022 | 0.75% | 0.00% |
| 2019 | 1.79% | 0.00% |
| 2018 | 1.67% | 0.00% |
| 2008 | 2.19% | 0.00% |
| 2007 | 2.55% | 0.00% |
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