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DBO vs HEQT

Comparison between Invesco DB Oil Fund (DBO, ETF) and SIMPLIFY HEDGED EQUITY ETF (HEQT, ETF).

5-Year PerformanceDBO has outperformed HEQT, delivering a return of +14.8% compared to +8.9%

DBO vs HEQT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DBO
$323M
HEQT
$321M
Expense Ratio
DBO
0.75%
Winner
HEQT
0.43%
Max Drawdown
DBO
90.55%
Winner
HEQT
13.07%
Sharpe Ratio
Winner
DBO
1.67
HEQT
1.47
5Y Beta
Winner
DBO
0.26
HEQT
0.47
5Y Dividends CAGR
DBO
44.55%
HEQT
N/A

DBO vs HEQT - Holdings Comparison

DBO and HEQT have 0 common holdings. Overlap is 0.00%

DBO's top 25 holdings weight is 53.34%. HEQT's top 25 holdings weight is 104.01%.

RankDBOHEQT
#1
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 43.20%
ISHARES CORE S&P 500 ETF (IVV) - 104.01%
#2
INVESCO SHORT TERM TREASURY ETF (TBLL) - 10.14%
N/A
#3N/AN/A
#4N/AN/A
#5N/AN/A
#6N/AN/A
#7N/AN/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings21

DBO vs HEQT - Historical Returns

Returns include dividend reinvestment.

1M
DBO
-5.37%
Winner
HEQT
+0.42%
3M
Winner
DBO
+27.39%
HEQT
+3.66%
6M
Winner
DBO
+69.50%
HEQT
+4.47%
1Y
Winner
DBO
+72.12%
HEQT
+13.84%
5Y(CAGR)
Winner
DBO
+14.84%
HEQT
+8.92%
10Y(CAGR)
DBO
+10.65%
HEQT
N/A
Max(CAGR)
DBO
+0.45%
Winner
HEQT
+8.92%

DBO vs HEQT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearDBOHEQT
2026+76.58%+4.02%
2025-13.05%+10.19%
2024+8.56%+18.25%
2023-1.71%+16.76%
2022+11.47%-8.51%
2021+64.04%+2.16%
2020-21.14%N/A
2019+25.66%N/A
2018-15.51%N/A
2017+7.29%N/A
2016+6.73%N/A
2015-40.77%N/A
2014-41.74%N/A
2013+5.62%N/A
2012-12.57%N/A
2011+0.67%N/A
2010+0.46%N/A
2009+32.61%N/A
2008-45.80%N/A
2007+48.58%N/A

DBO vs HEQT 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 HEQT was -11.51%, occurring on Jun 16, 2022. Recovery took 356 trading sessions.

The current DBO drawdown is -53.68%. The current HEQT drawdown is -0.98%.

RankDBOHEQT
#1-90.18%
Jul 14, 2008 - Apr 28, 2020		-11.51%
Jan 4, 2022 - Jun 6, 2023
#2-11.30%
Jan 3, 2008 - Feb 19, 2008		-10.56%
Feb 19, 2025 - Jul 22, 2025
#3-9.74%
Jan 8, 2007 - Jan 31, 2007		-5.87%
Aug 30, 2023 - Nov 20, 2023
#4-8.93%
May 21, 2008 - Jun 6, 2008		-5.09%
Feb 25, 2026 - Apr 16, 2026
#5-8.34%
Nov 20, 2007 - Dec 27, 2007		-5.04%
Jul 16, 2024 - Aug 19, 2024
#6-8.16%
Aug 2, 2007 - Sep 12, 2007		-2.99%
Aug 30, 2024 - Sep 16, 2024
#7-7.65%
Mar 12, 2008 - Apr 7, 2008		-2.90%
Dec 11, 2024 - Jan 22, 2025
#8-6.06%
Mar 29, 2007 - Jun 18, 2007		-2.68%
Mar 28, 2024 - May 6, 2024
#9-5.83%
Apr 28, 2008 - May 5, 2008		-2.57%
Nov 11, 2025 - Nov 28, 2025
#10-5.60%
Jul 3, 2008 - Jul 11, 2008		-2.26%
Jul 31, 2023 - Aug 30, 2023
#11-5.39%
Mar 7, 2007 - Mar 28, 2007		-2.03%
Nov 18, 2021 - Dec 8, 2021
#12-5.36%
Nov 9, 2007 - Nov 20, 2007		-1.51%
Feb 2, 2026 - Feb 9, 2026
#13-4.74%
Jun 23, 2008 - Jul 1, 2008		-1.48%
Dec 15, 2021 - Dec 23, 2021
#14-3.79%
Feb 28, 2007 - Mar 7, 2007		-1.47%
Dec 11, 2025 - Dec 22, 2025
#15-3.54%
Oct 29, 2007 - Nov 2, 2007		-1.41%
Oct 22, 2024 - Nov 6, 2024

Correlation

Correlation between DBO and HEQT is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26
-101

Dividend Comparison (2007 - 2026)

DBO vs HEQT dividend yield comparison.

YearDBOHEQT
20260.00%0.30%
20253.51%1.19%
20244.68%1.29%
20234.59%4.10%
20220.66%3.94%
20210.00%0.27%
20191.63%0.00%
20181.58%0.00%
20080.62%0.00%
20073.69%0.00%

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