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DBP vs. FGDL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DBP vs. FGDL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco DB Precious Metals Fund (DBP) and Franklin Responsibly Sourced Gold ETF (FGDL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DBP achieves a 2.13% return, which is significantly lower than FGDL's 2.43% return.


DBP

1D
-1.42%
1M
-1.48%
YTD
2.13%
6M
8.68%
1Y
42.65%
3Y*
32.54%
5Y*
17.43%
10Y*
12.31%

FGDL

1D
-1.09%
1M
-1.94%
YTD
2.43%
6M
4.89%
1Y
31.70%
3Y*
31.32%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DBP vs. FGDL - Yearly Performance Comparison


2026 (YTD)2025202420232022
DBP
Invesco DB Precious Metals Fund
2.13%73.43%26.71%8.68%3.25%
FGDL
Franklin Responsibly Sourced Gold ETF
2.43%64.15%27.31%12.92%0.91%

Correlation

The correlation between DBP and FGDL is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.93

Correlation (3Y)
Calculated over the trailing 3-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Jul 1, 2022

0.95

The correlation between DBP and FGDL has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.

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Return for Risk

DBP vs. FGDL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DBP
DBP Risk / Return Rank: 3434
Overall Rank
DBP Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
DBP Sortino Ratio Rank: 3030
Sortino Ratio Rank
DBP Omega Ratio Rank: 4040
Omega Ratio Rank
DBP Calmar Ratio Rank: 3434
Calmar Ratio Rank
DBP Martin Ratio Rank: 2828
Martin Ratio Rank

FGDL
FGDL Risk / Return Rank: 3131
Overall Rank
FGDL Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
FGDL Sortino Ratio Rank: 2929
Sortino Ratio Rank
FGDL Omega Ratio Rank: 3535
Omega Ratio Rank
FGDL Calmar Ratio Rank: 3333
Calmar Ratio Rank
FGDL Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DBP vs. FGDL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco DB Precious Metals Fund (DBP) and Franklin Responsibly Sourced Gold ETF (FGDL). 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.


DBPFGDLDifference

Sharpe ratio

Return per unit of total volatility

1.32

1.19

+0.13

Sortino ratio

Return per unit of downside risk

1.65

1.57

+0.08

Omega ratio

Gain probability vs. loss probability

1.26

1.24

+0.03

Calmar ratio

Return relative to maximum drawdown

1.68

1.66

+0.03

Martin ratio

Return relative to average drawdown

4.01

4.03

-0.02

DBP vs. FGDL - Sharpe Ratio Comparison

The current DBP Sharpe Ratio is 1.32, which is comparable to the FGDL Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of DBP and FGDL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


DBPFGDLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

1.19

+0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.84

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

1.35

-0.92

Drawdowns

DBP vs. FGDL - Drawdown Comparison

The maximum DBP drawdown since its inception was -53.89%, which is greater than FGDL's maximum drawdown of -19.23%. Use the drawdown chart below to compare losses from any high point for DBP and FGDL.


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Drawdown Indicators


DBPFGDLDifference

Max Drawdown

Largest peak-to-trough decline

-53.89%

-19.23%

-34.66%

Max Drawdown (1Y)

Largest decline over 1 year

-25.48%

-19.23%

-6.25%

Max Drawdown (3Y)

Largest decline over 3 years

-25.48%

-19.23%

-6.25%

Max Drawdown (5Y)

Largest decline over 5 years

-25.48%

Max Drawdown (10Y)

Largest decline over 10 years

-28.36%

Current Drawdown

Current decline from peak

-23.04%

-18.16%

-4.88%

Average Drawdown

Average peak-to-trough decline

-25.42%

-3.83%

-21.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.67%

7.88%

+2.79%

Volatility

DBP vs. FGDL - Volatility Comparison

Invesco DB Precious Metals Fund (DBP) has a higher volatility of 7.57% compared to Franklin Responsibly Sourced Gold ETF (FGDL) at 5.61%. This indicates that DBP's price experiences larger fluctuations and is considered to be riskier than FGDL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DBPFGDLDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.57%

5.61%

+1.96%

Volatility (6M)

Calculated over the trailing 6-month period

29.87%

23.18%

+6.69%

Volatility (1Y)

Calculated over the trailing 1-year period

32.57%

26.78%

+5.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.91%

19.03%

+1.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.72%

19.03%

-0.31%

DBP vs. FGDL - Expense Ratio Comparison

DBP has a 0.78% expense ratio, which is higher than FGDL's 0.15% expense ratio.


Dividends

DBP vs. FGDL - Dividend Comparison

DBP's dividend yield for the trailing twelve months is around 2.38%, while FGDL has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
DBP
Invesco DB Precious Metals Fund
2.38%2.44%4.21%4.47%0.45%0.00%0.00%1.26%1.24%0.12%
FGDL
Franklin Responsibly Sourced Gold ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.93, DBP and FGDL move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

DBP has higher volatility (7.57%) compared to FGDL (5.61%). In terms of maximum drawdown, DBP dropped -53.89% vs FGDL's -19.23%.

On 3-year performance, DBP leads with 32.54% vs 31.32% for FGDL. On fees, FGDL is cheaper at 0.15% per year. On volatility, FGDL has been the lower-risk option at 5.61%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, DBP has performed better with a 32.54% return vs 31.32%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FGDL is cheaper with a 0.15% expense ratio, compared with 0.78% for DBP.

DBP has the higher dividend yield at 2.38%, compared with 0.00% for FGDL.

DBP tracks DBIQ Optimum Yield Precious Metals Index Excess Return, while FGDL tracks LBMA Gold Price PM ($/ozt). They also come from different issuers: Invesco and Franklin Templeton. Their fees differ too: 0.78% for DBP and 0.15% for FGDL.

DBP currently has the higher Sharpe Ratio (1.32 vs 1.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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