MBCC vs. DBO

Last updated Jun 4, 2026

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

Performance

MBCC vs. DBO - Performance Comparison

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

Returns By Period

MBCC

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

DBO

• 1D: 2.27%
• 1M: -2.34%
• YTD: 84.75%
• 6M: 81.10%
• 1Y: 80.26%
• 3Y*: 21.86%
• 5Y*: 15.98%
• 10Y*: 11.37%

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

MBCC vs. DBO - Sectors Allocation Comparison

Sectors	MBCC	DBO
Technology	38.7%	-
Healthcare	14.4%	-
Financial Services	12.1%	116.0%
Consumer Cyclical	11.5%	-
Real Estate	7.9%	-
Communication Services	7.8%	-
Consumer Defensive	4.2%	-
Industrials	3.4%	-
Basic Materials	-	-
Energy	-	-
Utilities	-	-

Return for Risk

MBCC vs. DBO — Risk / Return Rank

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

DBO

DBO Risk / Return Rank: 65
DBO Sharpe Ratio Rank: 70
DBO Sortino Ratio Rank: 62
DBO Omega Ratio Rank: 60
DBO Calmar Ratio Rank: 83
DBO Martin Ratio Rank: 52

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. DBO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Core ETF (MBCC) and Invesco DB Oil Fund (DBO). 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	DBO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.34	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.50	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.36	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.02	—

Drawdowns

Drawdown Indicators

	MBCC	DBO	Difference
Max Drawdown Largest peak-to-trough decline	—	-90.18%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-18.19%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-28.20%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-37.68%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-61.69%	—
Current Drawdown Current decline from peak	—	-51.38%	—
Average Drawdown Average peak-to-trough decline	—	-62.25%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	8.92%	—

Volatility

Volatility by Period

	MBCC	DBO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	12.61%	—
Volatility (6M) Calculated over the trailing 6-month period	—	28.20%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	34.46%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	32.29%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	31.78%	—

MBCC vs. DBO - Expense Ratio Comparison

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

Dividends

MBCC vs. DBO - Dividend Comparison

MBCC has not paid dividends to shareholders, while DBO's dividend yield for the trailing twelve months is around 1.90%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
DBO Invesco DB Oil Fund	1.90%	3.51%	4.68%	4.59%	0.66%	0.00%	0.00%	1.63%	1.58%
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 DBO?

On fees, DBO 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 DBO?

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

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

DBO has the higher dividend yield at 1.90%, compared with 0.00% for MBCC.

What is the main difference between MBCC and DBO?

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