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DBP vs. GOAU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DBP vs. GOAU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco DB Precious Metals Fund (DBP) and US Global GO GOLD and Precious Metal Miners ETF (GOAU). 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 higher than GOAU's -3.45% 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%

GOAU

1D
-3.50%
1M
0.38%
YTD
-3.45%
6M
0.67%
1Y
36.70%
3Y*
33.46%
5Y*
15.20%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DBP vs. GOAU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DBP
Invesco DB Precious Metals Fund
2.13%73.43%26.71%8.68%-1.51%-7.10%26.79%15.89%-4.31%2.99%
GOAU
US Global GO GOLD and Precious Metal Miners ETF
-3.45%126.68%13.78%10.67%-11.66%-9.23%14.13%54.17%-11.88%7.92%

Correlation

The correlation between DBP and GOAU is 0.81, 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

0.81

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

0.81

Correlation (5Y)
Calculated over the trailing 5-year period

0.79

Correlation (All Time)
Calculated using the full available price history since Jun 29, 2017

0.78

The correlation between DBP and GOAU has been stable across timeframes, ranging from 0.78 to 0.81 - a consistent structural relationship.

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Return for Risk

DBP vs. GOAU — 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

GOAU
GOAU Risk / Return Rank: 2424
Overall Rank
GOAU Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
GOAU Sortino Ratio Rank: 2323
Sortino Ratio Rank
GOAU Omega Ratio Rank: 2525
Omega Ratio Rank
GOAU Calmar Ratio Rank: 2525
Calmar Ratio Rank
GOAU Martin Ratio Rank: 2323
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. GOAU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco DB Precious Metals Fund (DBP) and US Global GO GOLD and Precious Metal Miners ETF (GOAU). 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.


DBPGOAUDifference
Sharpe ratioReturn per unit of total volatility

+0.51

Sortino ratioReturn per unit of downside risk

+0.42

Omega ratioGain probability vs. loss probability

1.26

1.17

+0.09

Calmar ratioReturn relative to maximum drawdown

1.68

1.18

+0.50

Martin ratioReturn relative to average drawdown

4.01

2.92

+1.09

DBP vs. GOAU - Sharpe Ratio Comparison

The current DBP Sharpe Ratio is 1.32, which is higher than the GOAU Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of DBP and GOAU, 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


DBPGOAUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

0.81

+0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.84

0.42

+0.42

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

0.45

-0.01

Drawdowns

DBP vs. GOAU - Drawdown Comparison

The maximum DBP drawdown since its inception was -53.89%, roughly equal to the maximum GOAU drawdown of -55.41%. Use the drawdown chart below to compare losses from any high point for DBP and GOAU.


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Drawdown Indicators


DBPGOAUDifference

Max Drawdown

Largest peak-to-trough decline

-53.89%

-55.41%

+1.52%

Max Drawdown (1Y)

Largest decline over 1 year

-25.48%

-31.15%

+5.67%

Max Drawdown (3Y)

Largest decline over 3 years

-25.48%

-31.15%

+5.67%

Max Drawdown (5Y)

Largest decline over 5 years

-25.48%

-48.52%

+23.04%

Max Drawdown (10Y)

Largest decline over 10 years

-28.36%

Current Drawdown

Current decline from peak

-23.04%

-26.91%

+3.87%

Average Drawdown

Average peak-to-trough decline

-25.42%

-18.81%

-6.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.67%

12.60%

-1.93%

Volatility

DBP vs. GOAU - Volatility Comparison

The current volatility for Invesco DB Precious Metals Fund (DBP) is 7.57%, while US Global GO GOLD and Precious Metal Miners ETF (GOAU) has a volatility of 14.42%. This indicates that DBP experiences smaller price fluctuations and is considered to be less risky than GOAU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DBPGOAUDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.57%

14.42%

-6.85%

Volatility (6M)

Calculated over the trailing 6-month period

29.87%

37.32%

-7.45%

Volatility (1Y)

Calculated over the trailing 1-year period

32.57%

45.69%

-13.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.91%

36.44%

-15.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.72%

35.51%

-16.79%

DBP vs. GOAU - Expense Ratio Comparison

DBP has a 0.78% expense ratio, which is higher than GOAU's 0.60% expense ratio.


Dividends

DBP vs. GOAU - Dividend Comparison

DBP's dividend yield for the trailing twelve months is around 2.38%, more than GOAU's 0.97% yield.


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%
GOAU
US Global GO GOLD and Precious Metal Miners ETF
0.97%0.94%2.11%0.99%1.55%1.28%0.74%0.16%0.47%0.27%

Frequently Asked Questions


DBP and GOAU have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GOAU has higher volatility (14.42%) compared to DBP (7.57%). In terms of maximum drawdown, DBP dropped -53.89% vs GOAU's -55.41%.

On 5-year performance, DBP leads with 17.43% vs 15.20% for GOAU. On fees, GOAU is cheaper at 0.60% per year. On volatility, DBP has been the lower-risk option at 7.57%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, DBP has performed better with a 17.43% return vs 15.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

GOAU is cheaper with a 0.60% expense ratio, compared with 0.78% for DBP.

DBP has the higher dividend yield at 2.38%, compared with 0.97% for GOAU.

DBP is categorized as Precious Metals, while GOAU is Materials. DBP tracks DBIQ Optimum Yield Precious Metals Index Excess Return, while GOAU tracks U.S. Global GO GOLD and Precious Metal Miners Index. They also come from different issuers: Invesco and US Global. Their fees differ too: 0.78% for DBP and 0.60% for GOAU.

DBP currently has the higher Sharpe Ratio (1.32 vs 0.81), 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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