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