DBO vs GUT

Comparison between Invesco DB Oil Fund (DBO, ETF) and Gabelli Utility Trust (GUT, ETF).

5-Year PerformanceDBO has outperformed GUT, delivering a return of +13.4% compared to +6.1%

DBO vs GUT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DBO(ETF)	GUT(ETF)
Net Assets	$281M	$281M
Expense Ratio	0.75%	N/A
Max Drawdown	90.55%	57.58%
Sharpe Ratio	1.32	1.21
5Y Beta	0.24	0.39
5Y Dividends CAGR	44.55%	2.14%

Net Assets

DBO

$281M

Winner

GUT

$281M

Expense Ratio

DBO

0.75%

GUT

N/A

Max Drawdown

DBO

90.55%

Winner

GUT

57.58%

Sharpe Ratio

Winner

DBO

1.32

GUT

1.21

5Y Beta

Winner

DBO

0.24

GUT

0.39

5Y Dividends CAGR

Winner

DBO

44.55%

GUT

2.14%

DBO vs GUT - Historical Returns

Returns include dividend reinvestment.

Period	DBO	GUT
1 month	-10.50%	+3.07%
3 months	-0.49%	+7.02%
6 months	+68.17%	+10.80%
1 year	+55.68%	+21.97%
5 years(CAGR)	+13.37%	+6.09%
10 years(CAGR)	+10.21%	+9.34%
Max(CAGR)	+0.19%	+8.29%

DBO

-10.50%

Winner

GUT

+3.07%

DBO

-0.49%

Winner

GUT

+7.02%

Winner

DBO

+68.17%

GUT

+10.80%

Winner

DBO

+55.68%

GUT

+21.97%

5Y(CAGR)

Winner

DBO

+13.37%

GUT

+6.09%

10Y(CAGR)

Winner

DBO

+10.21%

GUT

+9.34%

Max(CAGR)

DBO

+0.19%

Winner

GUT

+8.29%

DBO vs GUT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DBO	GUT
2026	+68.12%	+9.34%
2025	-13.05%	+31.06%
2024	+8.56%	+4.26%
2023	-1.71%	-22.49%
2022	+11.47%	-1.07%
2021	+64.04%	+11.29%
2020	-21.14%	+13.94%
2019	+25.66%	+42.58%
2018	-15.51%	-8.15%
2017	+7.29%	+22.38%
2016	+6.73%	+21.28%
2015	-40.77%	-14.62%
2014	-41.74%	+25.25%
2013	+5.62%	+11.09%
2012	-12.57%	-12.76%
2011	+0.67%	+33.98%
2010	+0.46%	-20.95%
2009	+32.61%	+59.59%
2008	-45.80%	-32.37%
2007	+48.58%	+4.06%
2006	N/A	+18.22%
2005	N/A	+5.52%
2004	N/A	+5.46%
2003	N/A	+20.15%
2002	N/A	-0.73%
2001	N/A	+12.68%
2000	N/A	+23.64%
1999	N/A	-3.17%

DBO vs GUT Drawdown Comparison

The maximum drawdown for DBO was -90.18%, occurring on Apr 28, 2020. This drawdown has not yet recovered.

The maximum drawdown for GUT was -52.79%, occurring on Oct 10, 2008. Recovery took 304 trading sessions.

The current DBO drawdown is -55.90%. The current GUT drawdown is -0.31%.

Rank	DBO	GUT
#1	-90.18% Jul 14, 2008 - Apr 28, 2020	-52.79% Sep 11, 2008 - Nov 24, 2009
#2	-11.30% Jan 3, 2008 - Feb 19, 2008	-42.14% Feb 12, 2020 - Aug 4, 2020
#3	-9.74% Jan 8, 2007 - Jan 31, 2007	-35.57% Dec 14, 2009 - Dec 16, 2011
#4	-8.93% May 21, 2008 - Jun 6, 2008	-33.94% Jan 9, 2023 - Jul 9, 2025
#5	-8.34% Nov 20, 2007 - Dec 27, 2007	-25.63% May 9, 2002 - May 15, 2003
#6	-8.16% Aug 2, 2007 - Sep 12, 2007	-24.25% Aug 14, 2012 - May 23, 2014
#7	-7.65% Mar 12, 2008 - Apr 7, 2008	-21.24% Jul 10, 2003 - Jan 12, 2004
#8	-6.06% Mar 29, 2007 - Jun 18, 2007	-20.72% Jan 29, 2015 - May 24, 2016
#9	-5.83% Apr 28, 2008 - May 5, 2008	-19.94% Jan 11, 2022 - Aug 16, 2022
#10	-5.60% Jul 3, 2008 - Jul 11, 2008	-17.75% Feb 16, 2018 - Feb 8, 2019
#11	-5.39% Mar 7, 2007 - Mar 28, 2007	-17.63% Sep 19, 2005 - Oct 31, 2006
#12	-5.36% Nov 9, 2007 - Nov 20, 2007	-17.13% Sep 12, 2022 - Jan 6, 2023
#13	-4.74% Jun 23, 2008 - Jul 1, 2008	-16.27% Feb 10, 2021 - Jun 24, 2021
#14	-3.79% Feb 28, 2007 - Mar 7, 2007	-14.70% Mar 29, 2004 - Aug 3, 2004
#15	-3.54% Oct 29, 2007 - Nov 2, 2007	-13.14% Apr 16, 2007 - Jul 9, 2008

Correlation

Correlation between DBO and GUT is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.51

-101

Dividend Comparison (2000 - 2026)

DBO vs GUT dividend yield comparison.

Year	DBO	GUT
2026	0.00%	3.93%
2025	3.51%	9.95%
2024	4.68%	11.72%
2023	4.59%	11.06%
2022	0.66%	7.98%
2021	0.00%	7.28%
2020	0.00%	7.38%
2019	1.63%	7.72%
2018	1.58%	10.09%
2017	0.00%	8.44%
2016	0.00%	9.52%
2015	0.00%	10.52%
2014	0.00%	8.19%
2013	0.00%	9.38%
2012	0.00%	9.53%
2011	0.00%	7.69%
2010	0.00%	11.27%
2009	0.00%	8.05%
2008	0.62%	12.20%
2007	3.69%	7.58%
2006	0.00%	7.24%
2005	0.00%	7.77%
2004	0.00%	7.74%
2003	0.00%	7.50%
2002	0.00%	8.26%
2001	0.00%	7.29%
2000	0.00%	7.43%