TIPZ vs DBE

Comparison between PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUND (TIPZ, ETF) and Invesco DB Energy Fund (DBE, ETF).

5-Year PerformanceDBE has outperformed TIPZ, delivering a return of +19.4% compared to +0.1%

TIPZ vs DBE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TIPZ(ETF)	DBE(ETF)
Net Assets	$85M	$85M
Expense Ratio	0.20%	0.75%
Max Drawdown	24.55%	87.40%
Sharpe Ratio	-0.34	1.53
5Y Beta	0.03	-0.01
5Y Dividends CAGR	12.46%	47.78%

Net Assets

Winner

TIPZ

$85M

DBE

$85M

Expense Ratio

Winner

TIPZ

0.20%

DBE

0.75%

Max Drawdown

Winner

TIPZ

24.55%

DBE

87.40%

Sharpe Ratio

TIPZ

-0.34

Winner

DBE

1.53

5Y Beta

TIPZ

0.03

Winner

DBE

-0.01

5Y Dividends CAGR

TIPZ

12.46%

Winner

DBE

47.78%

TIPZ vs DBE - Historical Returns

Returns include dividend reinvestment.

Period	TIPZ	DBE
1 month	-0.50%	+21.94%
3 months	-1.14%	+6.22%
6 months	+0.03%	+74.32%
1 year	+2.49%	+76.18%
5 years(CAGR)	+0.06%	+19.43%
10 years(CAGR)	+2.23%	+12.94%
Max(CAGR)	+2.97%	+2.76%

TIPZ

-0.50%

Winner

DBE

+21.94%

TIPZ

-1.14%

Winner

DBE

+6.22%

TIPZ

+0.03%

Winner

DBE

+74.32%

TIPZ

+2.49%

Winner

DBE

+76.18%

5Y(CAGR)

TIPZ

+0.06%

Winner

DBE

+19.43%

10Y(CAGR)

TIPZ

+2.23%

Winner

DBE

+12.94%

Max(CAGR)

Winner

TIPZ

+2.97%

DBE

+2.76%

TIPZ vs DBE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	TIPZ	DBE
2026	+0.37%	+88.49%
2025	+5.75%	-3.74%
2024	+1.57%	+3.51%
2023	+3.27%	-8.51%
2022	-11.94%	+31.61%
2021	+5.26%	+59.70%
2020	+10.59%	-25.91%
2019	+8.60%	+18.76%
2018	-1.48%	-13.10%
2017	+2.83%	+7.47%
2016	+4.48%	+23.88%
2015	-3.23%	-33.86%
2014	+4.22%	-38.72%
2013	-9.03%	+3.70%
2012	+6.85%	-2.78%
2011	+13.98%	+1.88%
2010	+5.97%	+0.56%
2009	+2.89%	+21.70%
2008	N/A	-43.81%
2007	N/A	+49.80%

TIPZ vs DBE Drawdown Comparison

The maximum drawdown for TIPZ was -15.74%, occurring on Oct 10, 2022. This drawdown has not yet recovered.

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

The current TIPZ drawdown is -2.54%. The current DBE drawdown is -28.74%.

Rank	TIPZ	DBE
#1	-15.74% Nov 9, 2021 - Oct 10, 2022	-86.68% Jul 3, 2008 - Apr 27, 2020
#2	-11.72% Dec 10, 2012 - Mar 29, 2019	-9.40% Jan 2, 2008 - Feb 19, 2008
#3	-10.48% Mar 6, 2020 - Apr 28, 2020	-8.93% Jul 10, 2007 - Sep 17, 2007
#4	-5.77% Oct 25, 2010 - Apr 19, 2011	-8.30% May 21, 2008 - Jun 6, 2008
#5	-3.61% Aug 10, 2011 - Nov 1, 2011	-8.13% Jan 9, 2007 - Jan 30, 2007
#6	-3.36% Jan 28, 2021 - May 5, 2021	-7.04% Nov 23, 2007 - Dec 26, 2007
#7	-2.56% Aug 29, 2019 - Jan 24, 2020	-7.01% Mar 13, 2008 - Apr 7, 2008
#8	-2.55% Aug 1, 2012 - Sep 14, 2012	-6.00% Apr 23, 2008 - May 5, 2008
#9	-2.25% Nov 25, 2009 - Apr 27, 2010	-4.59% Nov 9, 2007 - Nov 20, 2007
#10	-1.96% Jan 31, 2012 - Apr 17, 2012	-4.26% Mar 7, 2007 - Mar 26, 2007
#11	-1.64% Oct 27, 2021 - Nov 8, 2021	-3.90% Apr 12, 2007 - Apr 27, 2007
#12	-1.63% Nov 7, 2011 - Jan 17, 2012	-3.88% Feb 9, 2007 - Feb 22, 2007
#13	-1.61% Sep 9, 2021 - Oct 26, 2021	-3.77% Apr 27, 2007 - May 17, 2007
#14	-1.59% Sep 2, 2020 - Dec 3, 2020	-3.30% Oct 29, 2007 - Nov 2, 2007
#15	-1.50% Oct 8, 2012 - Oct 26, 2012	-3.21% Sep 27, 2007 - Oct 11, 2007

Correlation

Correlation between TIPZ and DBE is -0.17 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.17

-101

Dividend Comparison (2007 - 2026)

TIPZ vs DBE dividend yield comparison.

Year	TIPZ	DBE
2026	3.51%	0.00%
2025	4.74%	3.86%
2024	4.44%	6.32%
2023	4.69%	3.87%
2022	7.14%	0.75%
2021	4.41%	0.00%
2020	1.47%	0.00%
2019	1.65%	1.79%
2018	2.23%	1.67%
2017	1.70%	0.00%
2016	1.06%	0.00%
2015	0.56%	0.00%
2014	1.09%	0.00%
2013	0.73%	0.00%
2012	1.67%	0.00%
2011	3.55%	0.00%
2010	2.54%	0.00%
2009	0.70%	0.00%
2008	0.00%	2.19%
2007	0.00%	2.55%