MVFD vs USAI

Comparison between MONARCH VOLUME FACTOR DIVIDEND TREE INDEX ETF (MVFD, ETF) and PACER AMERICAN ENERGY INDEPENDENCE ETF (USAI, ETF).

MVFD vs USAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MVFD(ETF)	USAI(ETF)
Net Assets	$112M	$111M
Expense Ratio	1.10%	0.75%
Max Drawdown	19.59%	69.33%
Sharpe Ratio	1.07	1.02
5Y Beta	0.78	0.49
P/E Ratio	N/A	22.26
Forward P/E	N/A	14.86
5Y Dividends CAGR	N/A	12.47%
5Y EPS CAGR	N/A	20.07%
P/S Ratio	N/A	1.74
P/B Ratio	N/A	2.91

Net Assets

Winner

MVFD

$112M

USAI

$111M

Expense Ratio

MVFD

1.10%

Winner

USAI

0.75%

Max Drawdown

Winner

MVFD

19.59%

USAI

69.33%

Sharpe Ratio

Winner

MVFD

1.07

USAI

1.02

5Y Beta

MVFD

0.78

Winner

USAI

0.49

P/E Ratio

MVFD

N/A

USAI

22.26

Forward P/E

MVFD

N/A

USAI

14.86

5Y Dividends CAGR

MVFD

N/A

USAI

12.47%

5Y EPS CAGR

MVFD

N/A

USAI

20.07%

P/S Ratio

MVFD

N/A

USAI

1.74

P/B Ratio

MVFD

N/A

USAI

2.91

MVFD vs USAI - Historical Returns

Returns include dividend reinvestment.

Period	MVFD	USAI
1 month	+2.68%	+4.59%
3 months	+3.17%	+7.31%
6 months	+1.17%	+21.52%
1 year	+21.29%	+24.64%
5 years(CAGR)	N/A	+20.65%
10 years(CAGR)	N/A	+13.78%
Max(CAGR)	+10.73%	+13.78%

MVFD

+2.68%

Winner

USAI

+4.59%

MVFD

+3.17%

Winner

USAI

+7.31%

MVFD

+1.17%

Winner

USAI

+21.52%

MVFD

+21.29%

Winner

USAI

+24.64%

5Y(CAGR)

MVFD

N/A

USAI

+20.65%

10Y(CAGR)

MVFD

N/A

USAI

+13.78%

Max(CAGR)

MVFD

+10.73%

Winner

USAI

+13.78%

MVFD vs USAI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	MVFD	USAI
2026	+7.61%	+24.68%
2025	+10.12%	-1.41%
2024	+5.21%	+43.59%
2023	N/A	+16.59%
2022	N/A	+17.57%
2021	N/A	+38.10%
2020	N/A	-14.82%
2019	N/A	+19.10%
2018	N/A	-18.51%
2017	N/A	+3.69%

MVFD vs USAI Drawdown Comparison

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

The maximum drawdown for USAI was -65.24%, occurring on Mar 18, 2020. Recovery took 674 trading sessions.

The current MVFD drawdown is -1.47%. The current USAI drawdown is -3.02%.

Rank	MVFD	USAI
#1	-19.07% Nov 25, 2024 - Oct 24, 2025	-65.24% Aug 22, 2018 - Apr 28, 2021
#2	-9.08% Feb 6, 2026 - Mar 20, 2026	-20.66% Jun 7, 2022 - Nov 30, 2023
#3	-6.45% Mar 28, 2024 - Jul 31, 2024	-19.26% Jan 23, 2018 - Aug 6, 2018
#4	-6.34% Jul 31, 2024 - Aug 26, 2024	-18.21% Jan 21, 2025 - Feb 3, 2026
#5	-5.62% Nov 12, 2025 - Nov 26, 2025	-14.93% Oct 20, 2021 - Feb 28, 2022
#6	-4.64% Dec 11, 2025 - Jan 6, 2026	-14.64% Jun 16, 2021 - Oct 12, 2021
#7	-3.78% Aug 30, 2024 - Sep 23, 2024	-9.34% Nov 22, 2024 - Jan 14, 2025
#8	-2.88% Nov 11, 2024 - Nov 25, 2024	-9.14% Apr 20, 2022 - May 27, 2022
#9	-2.71% Oct 16, 2024 - Nov 6, 2024	-8.70% Mar 27, 2026 - May 18, 2026
#10	-2.42% Oct 4, 2024 - Oct 16, 2024	-8.52% May 19, 2026 - Jun 17, 2026
#11	-1.75% Jan 21, 2026 - Feb 4, 2026	-6.84% Jul 22, 2024 - Aug 30, 2024
#12	-1.61% Oct 27, 2025 - Nov 10, 2025	-6.16% Mar 4, 2022 - Mar 23, 2022
#13	-1.51% Jan 15, 2026 - Jan 21, 2026	-4.68% Apr 3, 2024 - May 7, 2024
#14	-1.24% Mar 21, 2024 - Mar 27, 2024	-4.64% Dec 1, 2023 - Jan 29, 2024
#15	-0.88% Mar 13, 2024 - Mar 19, 2024	-4.13% May 20, 2024 - Jun 24, 2024