DBE vs. OILU
Compare and contrast key facts about Invesco DB Energy Fund (DBE) and MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN (OILU).
DBE and OILU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DBE is a passively managed fund by Invesco that tracks the performance of the DBIQ Optimum Yield Energy Index. It was launched on Jan 5, 2007. OILU is managed by BMO. It was launched on Mar 24, 2017.
Performance
DBE vs. OILU - Performance Comparison
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DBE vs. OILU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
DBE Invesco DB Energy Fund | 68.74% | -2.17% | 2.96% | -12.14% | 33.77% | -7.22% |
OILU MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN | 137.69% | -16.50% | -21.65% | -32.50% | 151.08% | -17.87% |
Returns By Period
In the year-to-date period, DBE achieves a 68.74% return, which is significantly lower than OILU's 137.69% return.
DBE
- 1D
- -3.79%
- 1M
- 43.62%
- YTD
- 68.74%
- 6M
- 60.99%
- 1Y
- 56.23%
- 3Y*
- 18.11%
- 5Y*
- 19.81%
- 10Y*
- 13.36%
OILU
- 1D
- -4.17%
- 1M
- 33.09%
- YTD
- 137.69%
- 6M
- 126.29%
- 1Y
- 64.88%
- 3Y*
- 11.21%
- 5Y*
- —
- 10Y*
- —
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DBE vs. OILU - Expense Ratio Comparison
DBE has a 0.78% expense ratio, which is lower than OILU's 0.95% expense ratio.
Return for Risk
DBE vs. OILU — Risk / Return Rank
DBE
OILU
DBE vs. OILU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco DB Energy Fund (DBE) and MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN (OILU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DBE | OILU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.79 | 0.86 | +0.93 |
Sortino ratioReturn per unit of downside risk | 2.42 | 1.43 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.21 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 4.08 | 1.36 | +2.72 |
Martin ratioReturn relative to average drawdown | 7.27 | 2.31 | +4.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DBE | OILU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.79 | 0.86 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.24 | -0.16 |
Correlation
The correlation between DBE and OILU is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DBE vs. OILU - Dividend Comparison
DBE's dividend yield for the trailing twelve months is around 2.29%, while OILU has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DBE Invesco DB Energy Fund | 2.29% | 3.86% | 6.32% | 3.87% | 0.75% | 0.00% | 0.00% | 1.79% | 1.67% |
OILU MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DBE vs. OILU - Drawdown Comparison
The maximum DBE drawdown since its inception was -86.69%, which is greater than OILU's maximum drawdown of -81.00%. Use the drawdown chart below to compare losses from any high point for DBE and OILU.
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Drawdown Indicators
| DBE | OILU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.69% | -81.00% | -5.69% |
Max Drawdown (1Y)Largest decline over 1 year | -14.70% | -52.04% | +37.34% |
Max Drawdown (5Y)Largest decline over 5 years | -38.74% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -60.84% | — | — |
Current DrawdownCurrent decline from peak | -35.94% | -36.07% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -57.53% | -50.73% | -6.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.26% | 30.72% | -22.46% |
Volatility
DBE vs. OILU - Volatility Comparison
Invesco DB Energy Fund (DBE) has a higher volatility of 17.01% compared to MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN (OILU) at 16.19%. This indicates that DBE's price experiences larger fluctuations and is considered to be riskier than OILU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DBE | OILU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.01% | 16.19% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 25.33% | 42.42% | -17.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.66% | 76.32% | -44.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.66% | 81.18% | -52.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.87% | 81.18% | -53.31% |