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DBE vs ZAUG

Comparison between Invesco DB Energy Fund (DBE, ETF) and Innovator Equity Defined Protection ETF - 1 Yr August (ZAUG, ETF).

DBE vs ZAUG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DBE
$101M
Winner
ZAUG
$102M
Expense Ratio
Winner
DBE
0.75%
ZAUG
0.79%
Max Drawdown
DBE
87.40%
Winner
ZAUG
4.83%
Sharpe Ratio
DBE
1.43
Winner
ZAUG
1.52
5Y Beta
Winner
DBE
-0.00
ZAUG
0.21
5Y Dividends CAGR
DBE
47.78%
ZAUG
N/A

DBE vs ZAUG - Historical Returns

Returns include dividend reinvestment.

1M
DBE
-14.43%
Winner
ZAUG
+0.62%
3M
Winner
DBE
+3.07%
ZAUG
+2.79%
6M
Winner
DBE
+63.79%
ZAUG
+3.30%
1Y
Winner
DBE
+50.50%
ZAUG
+7.76%
5Y(CAGR)
DBE
+16.58%
ZAUG
N/A
10Y(CAGR)
DBE
+10.86%
ZAUG
N/A
Max(CAGR)
DBE
+2.05%
Winner
ZAUG
+7.57%

DBE vs ZAUG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearDBEZAUG
2026+64.29%+3.05%
2025-3.74%+7.44%
2024+3.51%+3.62%
2023-8.51%N/A
2022+31.61%N/A
2021+59.70%N/A
2020-25.91%N/A
2019+18.76%N/A
2018-13.10%N/A
2017+7.47%N/A
2016+23.88%N/A
2015-33.86%N/A
2014-38.72%N/A
2013+3.70%N/A
2012-2.78%N/A
2011+1.88%N/A
2010+0.56%N/A
2009+21.70%N/A
2008-43.81%N/A
2007+49.80%N/A

DBE vs ZAUG 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 ZAUG was -4.83%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.

The current DBE drawdown is -37.89%.

RankDBEZAUG
#1-86.68%
Jul 3, 2008 - Apr 27, 2020
-4.83%
Feb 19, 2025 - May 15, 2025
#2-9.40%
Jan 2, 2008 - Feb 19, 2008
-1.94%
Jan 24, 2025 - Feb 6, 2025
#3-8.93%
Jul 10, 2007 - Sep 17, 2007
-1.72%
Feb 25, 2026 - Apr 9, 2026
#4-8.30%
May 21, 2008 - Jun 6, 2008
-0.98%
Aug 30, 2024 - Sep 13, 2024
#5-8.13%
Jan 9, 2007 - Jan 30, 2007
-0.91%
May 19, 2025 - Jun 3, 2025
#6-7.04%
Nov 23, 2007 - Dec 26, 2007
-0.76%
Oct 28, 2025 - Nov 28, 2025
#7-7.01%
Mar 13, 2008 - Apr 7, 2008
-0.67%
Dec 11, 2024 - Dec 26, 2024
#8-6.00%
Apr 23, 2008 - May 5, 2008
-0.60%
Dec 26, 2024 - Jan 15, 2025
#9-4.59%
Nov 9, 2007 - Nov 20, 2007
-0.53%
Oct 22, 2024 - Nov 6, 2024
#10-4.26%
Mar 7, 2007 - Mar 26, 2007
-0.46%
Aug 1, 2024 - Aug 9, 2024
#11-3.90%
Apr 12, 2007 - Apr 27, 2007
-0.44%
Sep 30, 2024 - Oct 11, 2024
#12-3.88%
Feb 9, 2007 - Feb 22, 2007
-0.43%
Jan 12, 2026 - Feb 9, 2026
#13-3.77%
Apr 27, 2007 - May 17, 2007
-0.40%
Oct 8, 2025 - Oct 20, 2025
#14-3.30%
Oct 29, 2007 - Nov 2, 2007
-0.39%
Jun 12, 2025 - Jun 16, 2025
#15-3.21%
Sep 27, 2007 - Oct 11, 2007
-0.38%
Nov 8, 2024 - Nov 22, 2024

Correlation

Correlation between DBE and ZAUG is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69
-101

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