DBO vs IMTB

Comparison between Invesco DB Oil Fund (DBO, ETF) and ISHARES CORE 5-10 YEAR USD BOND ETF (IMTB, ETF).

5-Year PerformanceDBO has outperformed IMTB, delivering a return of +13.4% compared to +0.6%

DBO vs IMTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DBO(ETF)	IMTB(ETF)
Net Assets	$281M	$280M
Expense Ratio	0.75%	0.06%
Max Drawdown	90.55%	24.27%
Sharpe Ratio	1.32	0.62
5Y Beta	0.24	0.04
5Y Dividends CAGR	44.55%	10.04%

Net Assets

Winner

DBO

$281M

IMTB

$280M

Expense Ratio

DBO

0.75%

Winner

IMTB

0.06%

Max Drawdown

DBO

90.55%

Winner

IMTB

24.27%

Sharpe Ratio

Winner

DBO

1.32

IMTB

0.62

5Y Beta

DBO

0.24

Winner

IMTB

0.04

5Y Dividends CAGR

Winner

DBO

44.55%

IMTB

10.04%

DBO vs IMTB - Holdings Comparison

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

DBO's top 25 holdings weight is 51.66%. IMTB's top 25 holdings weight is 52.30%.

Rank	DBO	IMTB
#1	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 41.54%	BLACKROCK CASH FUNDS INSTL SL AGENCY (n/a) - 14.10%
#2	INVESCO SHORT TERM TREASURY ETF (TBLL) - 10.12%	n/a (n/a) - 8.04%
#3	N/A	FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 3.63%
#4	N/A	n/a (n/a) - 2.93%
#5	N/A	UNITED STATES TREASURY NOTES 3.875% (n/a) - 1.68%
#6	N/A	FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 1.65%
#7	N/A	FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 1.35%
#8	N/A	UNITED STATES TREASURY NOTES 4.375% (n/a) - 1.33%
#9	N/A	UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.32%
#10	N/A	UNITED STATES TREASURY NOTES 4.625% (n/a) - 1.28%
#11	N/A	UNITED STATES TREASURY NOTES 4% (n/a) - 1.23%
#12	N/A	FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 1.09%
#13	N/A	FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 1.08%
#14	N/A	FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 1.08%
#15	N/A	UNITED STATES TREASURY NOTES 4.125% (n/a) - 1.07%
#16	N/A	UNITED STATES TREASURY NOTES 4.5% (n/a) - 1.05%
#17	N/A	UNITED STATES TREASURY NOTES 2.875% (n/a) - 1.02%
#18	N/A	FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.02%
#19	N/A	n/a (n/a) - 1.01%
#20	N/A	FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.95%
#21	N/A	FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 0.94%
#22	N/A	n/a (n/a) - 0.94%
#23	N/A	UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.92%
#24	N/A	UNITED STATES TREASURY NOTES 1.375% (n/a) - 0.85%
#25	N/A	FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 0.74%
Total Holdings	2	1882

DBO vs IMTB - Historical Returns

Returns include dividend reinvestment.

Period	DBO	IMTB
1 month	-10.50%	+0.81%
3 months	-0.49%	+1.05%
6 months	+68.17%	+1.47%
1 year	+55.68%	+6.09%
5 years(CAGR)	+13.37%	+0.61%
10 years(CAGR)	+10.21%	+1.95%
Max(CAGR)	+0.19%	+1.95%

DBO

-10.50%

Winner

IMTB

+0.81%

DBO

-0.49%

Winner

IMTB

+1.05%

Winner

DBO

+68.17%

IMTB

+1.47%

Winner

DBO

+55.68%

IMTB

+6.09%

5Y(CAGR)

Winner

DBO

+13.37%

IMTB

+0.61%

10Y(CAGR)

Winner

DBO

+10.21%

IMTB

+1.95%

Max(CAGR)

DBO

+0.19%

Winner

IMTB

+1.95%

DBO vs IMTB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	DBO	IMTB
2026	+68.12%	+0.91%
2025	-13.05%	+8.72%
2024	+8.56%	+2.66%
2023	-1.71%	+5.63%
2022	+11.47%	-12.33%
2021	+64.04%	-1.30%
2020	-21.14%	+6.10%
2019	+25.66%	+8.40%
2018	-15.51%	+0.68%
2017	+7.29%	+4.88%
2016	+6.73%	-2.18%
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 IMTB 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 IMTB was -18.15%, occurring on Oct 20, 2022. Recovery took 1175 trading sessions.

The current DBO drawdown is -55.90%. The current IMTB drawdown is -0.91%.

Rank	DBO	IMTB
#1	-90.18% Jul 14, 2008 - Apr 28, 2020	-18.15% Dec 31, 2020 - Sep 8, 2025
#2	-11.30% Jan 3, 2008 - Feb 19, 2008	-6.17% Mar 5, 2020 - May 21, 2020
#3	-9.74% Jan 8, 2007 - Jan 31, 2007	-4.05% Dec 13, 2017 - Jan 22, 2019
#4	-8.93% May 21, 2008 - Jun 6, 2008	-3.10% Nov 8, 2016 - Apr 17, 2017
#5	-8.34% Nov 20, 2007 - Dec 27, 2007	-2.86% Feb 27, 2026 - May 19, 2026
#6	-8.16% Aug 2, 2007 - Sep 12, 2007	-1.33% Sep 4, 2019 - Dec 27, 2019
#7	-7.65% Mar 12, 2008 - Apr 7, 2008	-1.24% Sep 8, 2017 - Dec 13, 2017
#8	-6.06% Mar 29, 2007 - Jun 18, 2007	-1.04% Jun 14, 2017 - Jul 18, 2017
#9	-5.83% Apr 28, 2008 - May 5, 2008	-1.01% Oct 28, 2025 - Nov 26, 2025
#10	-5.60% Jul 3, 2008 - Jul 11, 2008	-0.93% Sep 16, 2025 - Oct 14, 2025
#11	-5.39% Mar 7, 2007 - Mar 28, 2007	-0.86% Aug 7, 2020 - Nov 27, 2020
#12	-5.36% Nov 9, 2007 - Nov 20, 2007	-0.79% Jan 14, 2026 - Feb 5, 2026
#13	-4.74% Jun 23, 2008 - Jul 1, 2008	-0.69% Nov 26, 2025 - Dec 24, 2025
#14	-3.79% Feb 28, 2007 - Mar 7, 2007	-0.54% Mar 28, 2019 - May 1, 2019
#15	-3.54% Oct 29, 2007 - Nov 2, 2007	-0.53% Aug 4, 2017 - Aug 10, 2017

Correlation

Correlation between DBO and IMTB is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16

-101

Dividend Comparison (2007 - 2026)

DBO vs IMTB dividend yield comparison.

Year	DBO	IMTB
2026	0.00%	1.86%
2025	3.51%	4.40%
2024	4.68%	4.42%
2023	4.59%	4.13%
2022	0.66%	2.90%
2021	0.00%	2.49%
2020	0.00%	2.63%
2019	1.63%	2.91%
2018	1.58%	3.04%
2017	0.00%	2.75%
2016	0.00%	0.40%
2008	0.62%	0.00%
2007	3.69%	0.00%