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DBP vs. XMMO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DBP vs. XMMO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco DB Precious Metals Fund (DBP) and Invesco S&P MidCap Momentum ETF (XMMO). 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 -7.35% return, which is significantly lower than XMMO's 22.90% return. Over the past 10 years, DBP has underperformed XMMO with an annualized return of 10.50%, while XMMO has yielded a comparatively higher 20.13% annualized return.


DBP

1D
-2.46%
1M
-11.00%
YTD
-7.35%
6M
-11.28%
1Y
27.61%
3Y*
29.27%
5Y*
16.74%
10Y*
10.50%

XMMO

1D
-2.42%
1M
3.07%
YTD
22.90%
6M
20.25%
1Y
35.75%
3Y*
31.04%
5Y*
15.91%
10Y*
20.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DBP vs. XMMO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DBP
Invesco DB Precious Metals Fund
-7.35%73.43%26.71%8.68%-1.51%-7.10%26.79%15.89%-4.31%10.58%
XMMO
Invesco S&P MidCap Momentum ETF
22.90%13.04%38.03%20.39%-16.02%16.69%29.17%36.78%6.12%37.18%

Correlation

The correlation between DBP and XMMO is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.24

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

0.18

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

0.15

Correlation (10Y)
Calculated over the trailing 10-year period

0.10

Correlation (All Time)
Calculated using the full available price history since Jan 5, 2007

0.12

The correlation between DBP and XMMO shifts across timeframes, from 0.10 (10 years) to 0.24 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

DBP vs. XMMO — Risk / Return Rank

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

DBP
DBP Risk / Return Rank: 2323
Overall Rank
DBP Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
DBP Sortino Ratio Rank: 2222
Sortino Ratio Rank
DBP Omega Ratio Rank: 2727
Omega Ratio Rank
DBP Calmar Ratio Rank: 2121
Calmar Ratio Rank
DBP Martin Ratio Rank: 2020
Martin Ratio Rank

XMMO
XMMO Risk / Return Rank: 6666
Overall Rank
XMMO Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
XMMO Sortino Ratio Rank: 5353
Sortino Ratio Rank
XMMO Omega Ratio Rank: 5353
Omega Ratio Rank
XMMO Calmar Ratio Rank: 8383
Calmar Ratio Rank
XMMO Martin Ratio Rank: 8585
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. XMMO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco DB Precious Metals Fund (DBP) and Invesco S&P MidCap Momentum ETF (XMMO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DBPXMMODifference
Sharpe ratioReturn per unit of total volatility

-0.98

Sortino ratioReturn per unit of downside risk

-1.33

Omega ratioGain probability vs. loss probability

1.18

1.32

-0.14

Calmar ratioReturn relative to maximum drawdown

0.92

4.31

-3.39

Martin ratioReturn relative to average drawdown

2.25

17.07

-14.82

DBP vs. XMMO - Sharpe Ratio Comparison

The current DBP Sharpe Ratio is 0.82, which is lower than the XMMO Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of DBP and XMMO, 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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Drawdowns

DBP vs. XMMO - Drawdown Comparison

The maximum DBP drawdown since its inception was -53.89%, roughly equal to the maximum XMMO drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for DBP and XMMO.


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Drawdown Indicators


DBPXMMODifference

Max Drawdown

Largest peak-to-trough decline

-53.89%

-55.37%

+1.48%

Max Drawdown (1Y)

Largest decline over 1 year

-30.18%

-8.34%

-21.84%

Max Drawdown (3Y)

Largest decline over 3 years

-30.18%

-24.93%

-5.25%

Max Drawdown (5Y)

Largest decline over 5 years

-30.18%

-27.91%

-2.27%

Max Drawdown (10Y)

Largest decline over 10 years

-30.18%

-36.74%

+6.56%

Current Drawdown

Current decline from peak

-30.18%

-2.42%

-27.76%

Average Drawdown

Average peak-to-trough decline

-25.42%

-9.43%

-15.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.30%

2.10%

+10.20%

Volatility

DBP vs. XMMO - Volatility Comparison

Invesco DB Precious Metals Fund (DBP) has a higher volatility of 8.93% compared to Invesco S&P MidCap Momentum ETF (XMMO) at 8.50%. This indicates that DBP's price experiences larger fluctuations and is considered to be riskier than XMMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DBPXMMODifference

Volatility (1M)

Calculated over the trailing 1-month period

8.93%

8.50%

+0.43%

Volatility (6M)

Calculated over the trailing 6-month period

30.96%

16.79%

+14.17%

Volatility (1Y)

Calculated over the trailing 1-year period

33.62%

19.94%

+13.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.18%

21.65%

-0.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.83%

22.33%

-3.50%

DBP vs. XMMO - Expense Ratio Comparison

DBP has a 0.78% expense ratio, which is higher than XMMO's 0.35% expense ratio.


Dividends

DBP vs. XMMO - Dividend Comparison

DBP's dividend yield for the trailing twelve months is around 2.63%, more than XMMO's 0.57% yield.


PositionTTM20252024202320222021202020192018201720162015
DBP
Invesco DB Precious Metals Fund
2.63%2.44%4.21%4.47%0.45%0.00%0.00%1.26%1.24%0.12%0.00%0.00%
XMMO
Invesco S&P MidCap Momentum ETF
0.57%0.78%0.34%0.80%1.43%0.41%0.61%0.60%0.19%0.21%0.22%0.64%

Frequently Asked Questions


DBP and XMMO have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DBP has higher volatility (8.93%) compared to XMMO (8.50%). In terms of maximum drawdown, DBP dropped -53.89% vs XMMO's -55.37%.

On 10-year performance, XMMO leads with 20.13% vs 10.50% for DBP. On fees, XMMO is cheaper at 0.35% per year. On volatility, XMMO has been the lower-risk option at 8.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, XMMO has performed better with a 20.13% return vs 10.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XMMO is cheaper with a 0.35% expense ratio, compared with 0.78% for DBP.

DBP has the higher dividend yield at 2.63%, compared with 0.57% for XMMO.

DBP is categorized as Precious Metals, while XMMO is Momentum. DBP tracks DBIQ Optimum Yield Precious Metals Index Excess Return, while XMMO tracks S&P MidCap 400 Momentum Index. Their fees differ too: 0.78% for DBP and 0.35% for XMMO.

XMMO currently has the higher Sharpe Ratio (1.80 vs 0.82), 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.

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