HYGW vs DBE

Comparison between ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF (HYGW, ETF) and Invesco DB Energy Fund (DBE, ETF).

HYGW vs DBE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYGW(ETF)	DBE(ETF)
Net Assets	$108M	$107M
Expense Ratio	0.69%	0.75%
Max Drawdown	27.75%	87.40%
Sharpe Ratio	0.87	1.71
5Y Beta	0.16	0.02
5Y Dividends CAGR	N/A	47.78%

Net Assets

Winner

HYGW

$108M

DBE

$107M

Expense Ratio

Winner

HYGW

0.69%

DBE

0.75%

Max Drawdown

Winner

HYGW

27.75%

DBE

87.40%

Sharpe Ratio

HYGW

0.87

Winner

DBE

1.71

5Y Beta

HYGW

0.16

Winner

DBE

0.02

5Y Dividends CAGR

HYGW

N/A

DBE

47.78%

HYGW vs DBE - Holdings Comparison

HYGW and DBE have 0 common holdings. Overlap is 0.00%

HYGW's top 25 holdings weight is 99.86%. DBE's top 25 holdings weight is 43.65%.

Rank	HYGW	DBE
#1	ISHARES IBOXX $ HIGH YIELD CORP BD ETF (HYG) - 99.86%	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 43.65%
#2	N/A	N/A
#3	N/A	N/A
#4	N/A	N/A
#5	N/A	N/A
#6	N/A	N/A
#7	N/A	N/A
#8	N/A	N/A
#9	N/A	N/A
#10	N/A	N/A
#11	N/A	N/A
#12	N/A	N/A
#13	N/A	N/A
#14	N/A	N/A
#15	N/A	N/A
#16	N/A	N/A
#17	N/A	N/A
#18	N/A	N/A
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	1	1

HYGW vs DBE - Historical Returns

Returns include dividend reinvestment.

Period	HYGW	DBE
1 month	+0.24%	-7.87%
3 months	+1.07%	+27.68%
6 months	+2.01%	+64.48%
1 year	+6.26%	+76.20%
5 years(CAGR)	N/A	+18.54%
10 years(CAGR)	N/A	+11.36%
Max(CAGR)	+5.74%	+2.42%

Winner

HYGW

+0.24%

DBE

-7.87%

HYGW

+1.07%

Winner

DBE

+27.68%

HYGW

+2.01%

Winner

DBE

+64.48%

HYGW

+6.26%

Winner

DBE

+76.20%

5Y(CAGR)

HYGW

N/A

DBE

+18.54%

10Y(CAGR)

HYGW

N/A

DBE

+11.36%

Max(CAGR)

Winner

HYGW

+5.74%

DBE

+2.42%

HYGW vs DBE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	HYGW	DBE
2026	+1.44%	+76.19%
2025	+6.12%	-3.74%
2024	+7.01%	+3.51%
2023	+7.10%	-8.51%
2022	-0.15%	+31.61%
2021	N/A	+59.70%
2020	N/A	-25.91%
2019	N/A	+18.76%
2018	N/A	-13.10%
2017	N/A	+7.47%
2016	N/A	+23.88%
2015	N/A	-33.86%
2014	N/A	-38.72%
2013	N/A	+3.70%
2012	N/A	-2.78%
2011	N/A	+1.88%
2010	N/A	+0.56%
2009	N/A	+21.70%
2008	N/A	-43.81%
2007	N/A	+49.80%

HYGW vs DBE Drawdown Comparison

The maximum drawdown for HYGW was -5.49%, occurring on Sep 27, 2022. Recovery took 92 trading sessions.

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

The current HYGW drawdown is -0.42%. The current DBE drawdown is -33.39%.

Rank	HYGW	DBE
#1	-5.49% Aug 25, 2022 - Jan 6, 2023	-86.68% Jul 3, 2008 - Apr 27, 2020
#2	-3.65% Jul 31, 2023 - Jan 8, 2024	-9.40% Jan 2, 2008 - Feb 19, 2008
#3	-3.41% Feb 28, 2025 - Jun 2, 2025	-8.93% Jul 10, 2007 - Sep 17, 2007
#4	-2.90% Feb 2, 2023 - Apr 21, 2023	-8.30% May 21, 2008 - Jun 6, 2008
#5	-1.82% Feb 19, 2026 - May 1, 2026	-8.13% Jan 9, 2007 - Jan 30, 2007
#6	-1.33% Apr 8, 2024 - May 21, 2024	-7.04% Nov 23, 2007 - Dec 26, 2007
#7	-0.93% Dec 17, 2024 - Jan 30, 2025	-7.01% Mar 13, 2008 - Apr 7, 2008
#8	-0.92% Aug 1, 2024 - Aug 9, 2024	-6.00% Apr 23, 2008 - May 5, 2008
#9	-0.92% Jun 30, 2023 - Jul 12, 2023	-4.59% Nov 9, 2007 - Nov 20, 2007
#10	-0.90% Oct 1, 2025 - Oct 15, 2025	-4.26% Mar 7, 2007 - Mar 26, 2007
#11	-0.90% May 10, 2023 - Jun 2, 2023	-3.90% Apr 12, 2007 - Apr 27, 2007
#12	-0.86% Nov 8, 2024 - Dec 5, 2024	-3.88% Feb 9, 2007 - Feb 22, 2007
#13	-0.68% Nov 11, 2025 - Nov 28, 2025	-3.77% Apr 27, 2007 - May 17, 2007
#14	-0.68% Jul 26, 2023 - Jul 31, 2023	-3.30% Oct 29, 2007 - Nov 2, 2007
#15	-0.66% Jun 15, 2023 - Jun 28, 2023	-3.21% Sep 27, 2007 - Oct 11, 2007