MVFD vs APPX
Comparison between MONARCH VOLUME FACTOR DIVIDEND TREE INDEX ETF (MVFD, ETF) and TRADR 2X LONG APP DAILY ETF (APPX, ETF).
MVFD vs APPX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MVFD
$112M
Winner
APPX
$112M
Expense Ratio
MVFD
1.10%
APPX
N/A
Max Drawdown
Winner
MVFD
19.59%
APPX
84.35%
Sharpe Ratio
Winner
MVFD
1.01
APPX
0.45
5Y Beta
Winner
MVFD
0.78
APPX
4.51
MVFD vs APPX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MVFD
+3.01%
APPX
-31.20%
3M
Winner
MVFD
+1.83%
APPX
-32.92%
6M
Winner
MVFD
+2.66%
APPX
-62.70%
1Y
Winner
MVFD
+18.37%
APPX
-38.53%
Max(CAGR)
Winner
MVFD
+10.74%
APPX
-5.14%
MVFD vs APPX - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | MVFD | APPX |
|---|---|---|
| 2026 | +7.71% | -73.98% |
| 2025 | +10.12% | +330.87% |
| 2024 | +5.21% | N/A |
MVFD vs APPX Drawdown Comparison
The maximum drawdown for MVFD was -19.07%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The maximum drawdown for APPX was -83.05%, occurring on Jul 23, 2026. This drawdown has not yet recovered.
The current MVFD drawdown is -1.38%. The current APPX drawdown is -83.05%.
| Rank | MVFD | APPX |
|---|---|---|
| #1 | -19.07% Nov 25, 2024 - Oct 24, 2025 | -83.05% Sep 30, 2025 - Jul 23, 2026 |
| #2 | -9.08% Feb 6, 2026 - Mar 20, 2026 | -40.63% Jun 6, 2025 - Aug 8, 2025 |
| #3 | -6.45% Mar 28, 2024 - Jul 31, 2024 | -22.62% Aug 11, 2025 - Aug 28, 2025 |
| #4 | -6.34% Jul 31, 2024 - Aug 26, 2024 | -13.20% Apr 29, 2025 - May 2, 2025 |
| #5 | -5.62% Nov 12, 2025 - Nov 26, 2025 | -13.11% May 14, 2025 - May 27, 2025 |
| #6 | -4.64% Dec 11, 2025 - Jan 6, 2026 | -6.20% May 8, 2025 - May 12, 2025 |
| #7 | -3.78% Aug 30, 2024 - Sep 23, 2024 | -4.24% Sep 4, 2025 - Sep 8, 2025 |
| #8 | -2.88% Nov 11, 2024 - Nov 25, 2024 | -3.41% May 2, 2025 - May 8, 2025 |
| #9 | -2.71% Oct 16, 2024 - Nov 6, 2024 | -3.40% Sep 23, 2025 - Sep 26, 2025 |
| #10 | -2.42% Oct 4, 2024 - Oct 16, 2024 | -3.06% May 28, 2025 - May 30, 2025 |
| #11 | -1.75% Jan 21, 2026 - Feb 4, 2026 | -2.35% Aug 28, 2025 - Sep 3, 2025 |
| #12 | -1.61% Oct 27, 2025 - Nov 10, 2025 | -2.04% Sep 19, 2025 - Sep 23, 2025 |
| #13 | -1.51% Jan 15, 2026 - Jan 21, 2026 | -1.34% Jun 2, 2025 - Jun 4, 2025 |
| #14 | -1.24% Mar 21, 2024 - Mar 27, 2024 | -0.76% Jun 4, 2025 - Jun 6, 2025 |
| #15 | -0.88% Mar 13, 2024 - Mar 19, 2024 | N/A |
Correlation
Correlation between MVFD and APPX is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.15
-101
Dividend Comparison (2024 - 2026)
MVFD vs APPX dividend yield comparison.
| Year | MVFD | APPX |
|---|---|---|
| 2026 | 0.80% | 0.00% |
| 2025 | 1.34% | 9.38% |
| 2024 | 1.38% | 0.00% |
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