MVFD vs BEX

Comparison between MONARCH VOLUME FACTOR DIVIDEND TREE INDEX ETF (MVFD, ETF) and Tradr 2X Long BE Daily ETF (BEX, ETF).

MVFD vs BEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MVFD(ETF)	BEX(ETF)
Net Assets	$109M	$109M
Expense Ratio	1.19%	N/A
Max Drawdown	19.59%	42.51%
Sharpe Ratio	1.14	-4.18
5Y Beta	0.80	7.53

Net Assets

MVFD

$109M

BEX

$109M

Expense Ratio

MVFD

1.19%

BEX

N/A

Max Drawdown

Winner

MVFD

19.59%

BEX

42.51%

Sharpe Ratio

Winner

MVFD

1.14

BEX

-4.18

5Y Beta

Winner

MVFD

0.80

BEX

7.53

MVFD vs BEX - Historical Returns

Returns include dividend reinvestment.

Period	MVFD	BEX
1 month	+2.39%	N/A
3 months	+8.63%	N/A
6 months	+6.85%	N/A
1 year	+23.00%	N/A
Max(CAGR)	+11.54%	-99.95%

MVFD

+2.39%

BEX

N/A

MVFD

+8.63%

BEX

N/A

MVFD

+6.85%

BEX

N/A

MVFD

+23.00%

BEX

N/A

Max(CAGR)

Winner

MVFD

+11.54%

BEX

-99.95%

MVFD vs BEX - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	MVFD	BEX
2026	+8.22%	-30.05%
2025	+10.12%	N/A
2024	+5.21%	N/A

MVFD vs BEX Drawdown Comparison

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

The maximum drawdown for BEX was -42.51%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The current MVFD drawdown is -0.91%. The current BEX drawdown is -30.05%.

Rank	MVFD	BEX
#1	-19.07% Nov 25, 2024 - Oct 24, 2025	-42.51% May 26, 2026 - Jun 10, 2026
#2	-9.08% Feb 6, 2026 - Mar 20, 2026	N/A
#3	-6.45% Mar 28, 2024 - Jul 31, 2024	N/A
#4	-6.34% Jul 31, 2024 - Aug 26, 2024	N/A
#5	-5.62% Nov 12, 2025 - Nov 26, 2025	N/A
#6	-4.64% Dec 11, 2025 - Jan 6, 2026	N/A
#7	-3.78% Aug 30, 2024 - Sep 23, 2024	N/A
#8	-2.88% Nov 11, 2024 - Nov 25, 2024	N/A
#9	-2.71% Oct 16, 2024 - Nov 6, 2024	N/A
#10	-2.42% Oct 4, 2024 - Oct 16, 2024	N/A
#11	-1.75% Jan 21, 2026 - Feb 4, 2026	N/A
#12	-1.61% Oct 27, 2025 - Nov 10, 2025	N/A
#13	-1.51% Jan 15, 2026 - Jan 21, 2026	N/A
#14	-1.24% Mar 21, 2024 - Mar 27, 2024	N/A
#15	-0.88% Mar 13, 2024 - Mar 19, 2024	N/A

Correlation

Correlation between MVFD and BEX is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101