MBCC vs. DBE

Last updated Jun 4, 2026

MBCC (Monarch Blue Chips Core ETF) and DBE (Invesco DB Energy Fund) are both exchange-traded funds - MBCC is a Large Cap Growth Equities fund tracking the Kingsview Blue Chips Core Index, while DBE is a Oil & Gas fund tracking the DBIQ Optimum Yield Energy Index. Both are passively managed. MBCC charges 1.25%/yr vs 0.78%/yr for DBE.

Performance

MBCC vs. DBE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monarch Blue Chips Core ETF (MBCC) and Invesco DB Energy Fund (DBE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

MBCC

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

DBE

• 1D: 2.33%
• 1M: -5.45%
• YTD: 83.68%
• 6M: 74.95%
• 1Y: 84.41%
• 3Y*: 23.42%
• 5Y*: 19.66%
• 10Y*: 12.03%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

MBCC vs. DBE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DBE

DBE Risk / Return Rank: 71
DBE Sharpe Ratio Rank: 74
DBE Sortino Ratio Rank: 63
DBE Omega Ratio Rank: 65
DBE Calmar Ratio Rank: 91
DBE Martin Ratio Rank: 63

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MBCC vs. DBE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core ETF (MBCC) and Invesco DB Energy Fund (DBE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	MBCC	DBE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.43	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.67	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.43	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.09	—

Drawdowns

Drawdown Indicators

	MBCC	DBE	Difference
Max Drawdown Largest peak-to-trough decline	—	-86.69%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-14.41%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-23.89%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-38.74%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-60.84%	—
Current Drawdown Current decline from peak	—	-30.27%	—
Average Drawdown Average peak-to-trough decline	—	-57.31%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	7.35%	—

Volatility

Volatility by Period

	MBCC	DBE	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	12.95%	—
Volatility (6M) Calculated over the trailing 6-month period	—	30.86%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	34.97%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	29.39%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	28.33%	—

MBCC vs. DBE - Expense Ratio Comparison

MBCC has a 1.25% expense ratio, which is higher than DBE's 0.78% expense ratio.

Dividends

MBCC vs. DBE - Dividend Comparison

MBCC has not paid dividends to shareholders, while DBE's dividend yield for the trailing twelve months is around 2.10%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
DBE Invesco DB Energy Fund	2.10%	3.86%	6.32%	3.87%	0.75%	0.00%	0.00%	1.79%	1.67%
MBCC Monarch Blue Chips Core ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Which ETF is better, MBCC or DBE?

On fees, DBE is cheaper at 0.78% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MBCC or DBE?

DBE is cheaper with a 0.78% expense ratio, compared with 1.25% for MBCC.

Which ETF pays a higher dividend yield, MBCC or DBE?

DBE has the higher dividend yield at 2.10%, compared with 0.00% for MBCC.

What is the main difference between MBCC and DBE?

MBCC is categorized as Large Cap Growth Equities, while DBE is Oil & Gas. MBCC tracks Kingsview Blue Chips Core Index, while DBE tracks DBIQ Optimum Yield Energy Index. They also come from different issuers: Kingsview Partners LLC and Invesco. Their fees differ too: 1.25% for MBCC and 0.78% for DBE.