MVFD vs AIFD

Comparison between MONARCH VOLUME FACTOR DIVIDEND TREE INDEX ETF (MVFD, ETF) and TCW ARTIFICIAL INTELLIGENCE ETF (AIFD, ETF).

MVFD vs AIFD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MVFD(ETF)	AIFD(ETF)
Net Assets	$108M	$107M
Expense Ratio	1.19%	0.75%
Max Drawdown	19.59%	33.20%
Sharpe Ratio	1.10	2.27
5Y Beta	0.80	1.56
P/E Ratio	N/A	54.78
Forward P/E	N/A	35.11
PEG Ratio	N/A	0.47
5Y EPS CAGR	N/A	33.43%
P/S Ratio	N/A	6.74
P/B Ratio	N/A	13.71

Net Assets

Winner

MVFD

$108M

AIFD

$107M

Expense Ratio

MVFD

1.19%

Winner

AIFD

0.75%

Max Drawdown

Winner

MVFD

19.59%

AIFD

33.20%

Sharpe Ratio

MVFD

1.10

Winner

AIFD

2.27

5Y Beta

Winner

MVFD

0.80

AIFD

1.56

P/E Ratio

MVFD

N/A

AIFD

54.78

Forward P/E

MVFD

N/A

AIFD

35.11

PEG Ratio

MVFD

N/A

AIFD

0.47

5Y EPS CAGR

MVFD

N/A

AIFD

33.43%

P/S Ratio

MVFD

N/A

AIFD

6.74

P/B Ratio

MVFD

N/A

AIFD

13.71

MVFD vs AIFD - Historical Returns

Returns include dividend reinvestment.

Period	MVFD	AIFD
1 month	-2.24%	+6.10%
3 months	+0.52%	+32.59%
6 months	+4.85%	+36.92%
1 year	+21.20%	+83.28%
Max(CAGR)	+10.07%	+40.93%

MVFD

-2.24%

Winner

AIFD

+6.10%

MVFD

+0.52%

Winner

AIFD

+32.59%

MVFD

+4.85%

Winner

AIFD

+36.92%

MVFD

+21.20%

Winner

AIFD

+83.28%

Max(CAGR)

MVFD

+10.07%

Winner

AIFD

+40.93%

MVFD vs AIFD - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	MVFD	AIFD
2026	+4.83%	+36.69%
2025	+10.12%	+27.56%
2024	+5.21%	+14.65%

MVFD vs AIFD Drawdown Comparison

The maximum drawdown for MVFD was -19.07%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.

The maximum drawdown for AIFD was -33.20%, occurring on Apr 4, 2025. Recovery took 126 trading sessions.

The current MVFD drawdown is -4.02%. The current AIFD drawdown is -8.95%.

Rank	MVFD	AIFD
#1	-19.07% Nov 25, 2024 - Oct 24, 2025	-33.20% Jan 23, 2025 - Jul 25, 2025
#2	-9.08% Feb 6, 2026 - Mar 20, 2026	-19.23% Jul 10, 2024 - Nov 7, 2024
#3	-6.45% Mar 28, 2024 - Jul 31, 2024	-11.75% Oct 29, 2025 - Dec 10, 2025
#4	-6.34% Jul 31, 2024 - Aug 26, 2024	-9.69% Feb 25, 2026 - Apr 8, 2026
#5	-5.62% Nov 12, 2025 - Nov 26, 2025	-8.95% Jun 2, 2026 - Jun 5, 2026
#6	-4.64% Dec 11, 2025 - Jan 6, 2026	-8.47% Dec 10, 2025 - Jan 27, 2026
#7	-3.78% Aug 30, 2024 - Sep 23, 2024	-6.28% Jan 28, 2026 - Feb 11, 2026
#8	-2.88% Nov 11, 2024 - Nov 25, 2024	-5.85% Dec 16, 2024 - Jan 22, 2025
#9	-2.71% Oct 16, 2024 - Nov 6, 2024	-5.80% May 14, 2026 - May 26, 2026
#10	-2.42% Oct 4, 2024 - Oct 16, 2024	-4.51% Nov 7, 2024 - Dec 2, 2024
#11	-1.75% Jan 21, 2026 - Feb 4, 2026	-4.13% May 28, 2024 - Jun 10, 2024
#12	-1.61% Oct 27, 2025 - Nov 10, 2025	-3.89% Oct 8, 2025 - Oct 24, 2025
#13	-1.51% Jan 15, 2026 - Jan 21, 2026	-3.62% Aug 12, 2025 - Aug 28, 2025
#14	-1.24% Mar 21, 2024 - Mar 27, 2024	-3.40% Apr 24, 2026 - May 1, 2026
#15	-0.88% Mar 13, 2024 - Mar 19, 2024	-3.12% Aug 28, 2025 - Sep 5, 2025