DBE vs TIPZ

Comparison between Invesco DB Energy Fund (DBE, ETF) and PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUND (TIPZ, ETF).

5-Year PerformanceDBE has outperformed TIPZ, delivering a return of +19.4% compared to +0.1%

DBE vs TIPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DBE(ETF)	TIPZ(ETF)
Net Assets	$85M	$85M
Expense Ratio	0.75%	0.20%
Max Drawdown	87.40%	24.55%
Sharpe Ratio	1.53	-0.34
5Y Beta	-0.01	0.03
5Y Dividends CAGR	47.78%	12.46%

Net Assets

DBE

$85M

Winner

TIPZ

$85M

Expense Ratio

DBE

0.75%

Winner

TIPZ

0.20%

Max Drawdown

DBE

87.40%

Winner

TIPZ

24.55%

Sharpe Ratio

Winner

DBE

1.53

TIPZ

-0.34

5Y Beta

Winner

DBE

-0.01

TIPZ

0.03

5Y Dividends CAGR

Winner

DBE

47.78%

TIPZ

12.46%

DBE vs TIPZ - Historical Returns

Returns include dividend reinvestment.

Period	DBE	TIPZ
1 month	+21.94%	-0.50%
3 months	+6.22%	-1.14%
6 months	+74.32%	+0.03%
1 year	+76.18%	+2.49%
5 years(CAGR)	+19.43%	+0.06%
10 years(CAGR)	+12.94%	+2.23%
Max(CAGR)	+2.76%	+2.97%

Winner

DBE

+21.94%

TIPZ

-0.50%

Winner

DBE

+6.22%

TIPZ

-1.14%

Winner

DBE

+74.32%

TIPZ

+0.03%

Winner

DBE

+76.18%

TIPZ

+2.49%

5Y(CAGR)

Winner

DBE

+19.43%

TIPZ

+0.06%

10Y(CAGR)

Winner

DBE

+12.94%

TIPZ

+2.23%

Max(CAGR)

DBE

+2.76%

Winner

TIPZ

+2.97%

DBE vs TIPZ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	DBE	TIPZ
2026	+88.49%	+0.37%
2025	-3.74%	+5.75%
2024	+3.51%	+1.57%
2023	-8.51%	+3.27%
2022	+31.61%	-11.94%
2021	+59.70%	+5.26%
2020	-25.91%	+10.59%
2019	+18.76%	+8.60%
2018	-13.10%	-1.48%
2017	+7.47%	+2.83%
2016	+23.88%	+4.48%
2015	-33.86%	-3.23%
2014	-38.72%	+4.22%
2013	+3.70%	-9.03%
2012	-2.78%	+6.85%
2011	+1.88%	+13.98%
2010	+0.56%	+5.97%
2009	+21.70%	+2.89%
2008	-43.81%	N/A
2007	+49.80%	N/A

DBE vs TIPZ Drawdown Comparison

The maximum drawdown for DBE was -86.68%, occurring on Apr 27, 2020. This drawdown has not yet recovered.

The maximum drawdown for TIPZ was -15.74%, occurring on Oct 10, 2022. This drawdown has not yet recovered.

The current DBE drawdown is -28.74%. The current TIPZ drawdown is -2.54%.

Rank	DBE	TIPZ
#1	-86.68% Jul 3, 2008 - Apr 27, 2020	-15.74% Nov 9, 2021 - Oct 10, 2022
#2	-9.40% Jan 2, 2008 - Feb 19, 2008	-11.72% Dec 10, 2012 - Mar 29, 2019
#3	-8.93% Jul 10, 2007 - Sep 17, 2007	-10.48% Mar 6, 2020 - Apr 28, 2020
#4	-8.30% May 21, 2008 - Jun 6, 2008	-5.77% Oct 25, 2010 - Apr 19, 2011
#5	-8.13% Jan 9, 2007 - Jan 30, 2007	-3.61% Aug 10, 2011 - Nov 1, 2011
#6	-7.04% Nov 23, 2007 - Dec 26, 2007	-3.36% Jan 28, 2021 - May 5, 2021
#7	-7.01% Mar 13, 2008 - Apr 7, 2008	-2.56% Aug 29, 2019 - Jan 24, 2020
#8	-6.00% Apr 23, 2008 - May 5, 2008	-2.55% Aug 1, 2012 - Sep 14, 2012
#9	-4.59% Nov 9, 2007 - Nov 20, 2007	-2.25% Nov 25, 2009 - Apr 27, 2010
#10	-4.26% Mar 7, 2007 - Mar 26, 2007	-1.96% Jan 31, 2012 - Apr 17, 2012
#11	-3.90% Apr 12, 2007 - Apr 27, 2007	-1.64% Oct 27, 2021 - Nov 8, 2021
#12	-3.88% Feb 9, 2007 - Feb 22, 2007	-1.63% Nov 7, 2011 - Jan 17, 2012
#13	-3.77% Apr 27, 2007 - May 17, 2007	-1.61% Sep 9, 2021 - Oct 26, 2021
#14	-3.30% Oct 29, 2007 - Nov 2, 2007	-1.59% Sep 2, 2020 - Dec 3, 2020
#15	-3.21% Sep 27, 2007 - Oct 11, 2007	-1.50% Oct 8, 2012 - Oct 26, 2012

Correlation

Correlation between DBE and TIPZ is -0.17 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.17

-101

Dividend Comparison (2007 - 2026)

DBE vs TIPZ dividend yield comparison.

Year	DBE	TIPZ
2026	0.00%	3.51%
2025	3.86%	4.74%
2024	6.32%	4.44%
2023	3.87%	4.69%
2022	0.75%	7.14%
2021	0.00%	4.41%
2020	0.00%	1.47%
2019	1.79%	1.65%
2018	1.67%	2.23%
2017	0.00%	1.70%
2016	0.00%	1.06%
2015	0.00%	0.56%
2014	0.00%	1.09%
2013	0.00%	0.73%
2012	0.00%	1.67%
2011	0.00%	3.55%
2010	0.00%	2.54%
2009	0.00%	0.70%
2008	2.19%	0.00%
2007	2.55%	0.00%