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DGZ vs. DBJP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DGZ vs. DBJP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DB Gold Short Exchange Traded Notes (DGZ) and Xtrackers MSCI Japan Hedged Equity ETF (DBJP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DGZ achieves a 13.79% return, which is significantly lower than DBJP's 21.03% return. Over the past 10 years, DGZ has underperformed DBJP with an annualized return of -7.12%, while DBJP has yielded a comparatively higher 17.47% annualized return.


DGZ

1D
4.60%
1M
27.91%
YTD
13.79%
6M
21.33%
1Y
-7.69%
3Y*
-14.24%
5Y*
-9.28%
10Y*
-7.12%

DBJP

1D
-4.33%
1M
3.46%
YTD
21.03%
6M
21.10%
1Y
53.92%
3Y*
28.45%
5Y*
21.61%
10Y*
17.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DGZ vs. DBJP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DGZ
DB Gold Short Exchange Traded Notes
13.79%-32.55%-16.46%-4.75%4.93%1.53%-20.80%-13.42%4.88%-11.36%
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
21.03%29.51%25.53%36.21%-4.19%13.04%10.53%20.87%-14.82%21.24%

Correlation

The correlation between DGZ and DBJP is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.10

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

-0.04

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

-0.01

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

0.08

Correlation (All Time)
Calculated using the full available price history since Jun 9, 2011

0.11

The correlation between DGZ and DBJP shifts across timeframes, from -0.10 (1 year) to 0.11 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

DGZ vs. DBJP — Risk / Return Rank

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

DGZ
DGZ Risk / Return Rank: 99
Overall Rank
DGZ Sharpe Ratio Rank: 88
Sharpe Ratio Rank
DGZ Sortino Ratio Rank: 1010
Sortino Ratio Rank
DGZ Omega Ratio Rank: 1111
Omega Ratio Rank
DGZ Calmar Ratio Rank: 77
Calmar Ratio Rank
DGZ Martin Ratio Rank: 77
Martin Ratio Rank

DBJP
DBJP Risk / Return Rank: 8888
Overall Rank
DBJP Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
DBJP Sortino Ratio Rank: 8585
Sortino Ratio Rank
DBJP Omega Ratio Rank: 8585
Omega Ratio Rank
DBJP Calmar Ratio Rank: 9090
Calmar Ratio Rank
DBJP Martin Ratio Rank: 9191
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.

DGZ vs. DBJP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DB Gold Short Exchange Traded Notes (DGZ) and Xtrackers MSCI Japan Hedged Equity ETF (DBJP). 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.


DGZDBJPDifference
Sharpe ratioReturn per unit of total volatility

-2.83

Sortino ratioReturn per unit of downside risk

-3.23

Omega ratioGain probability vs. loss probability

1.05

1.49

-0.44

Calmar ratioReturn relative to maximum drawdown

-0.20

5.22

-5.42

Martin ratioReturn relative to average drawdown

-0.35

19.97

-20.31

DGZ vs. DBJP - Sharpe Ratio Comparison

The current DGZ Sharpe Ratio is -0.11, which is lower than the DBJP Sharpe Ratio of 2.72. The chart below compares the historical Sharpe Ratios of DGZ and DBJP, 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

DGZ vs. DBJP - Drawdown Comparison

The maximum DGZ drawdown since its inception was -86.32%, which is greater than DBJP's maximum drawdown of -31.30%. Use the drawdown chart below to compare losses from any high point for DGZ and DBJP.


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Drawdown Indicators


DGZDBJPDifference

Max Drawdown

Largest peak-to-trough decline

-86.32%

-31.30%

-55.02%

Max Drawdown (1Y)

Largest decline over 1 year

-38.32%

-10.39%

-27.93%

Max Drawdown (3Y)

Largest decline over 3 years

-59.54%

-21.50%

-38.04%

Max Drawdown (5Y)

Largest decline over 5 years

-61.54%

-21.50%

-40.04%

Max Drawdown (10Y)

Largest decline over 10 years

-71.49%

-31.30%

-40.19%

Current Drawdown

Current decline from peak

-80.51%

-4.33%

-76.18%

Average Drawdown

Average peak-to-trough decline

-57.80%

-7.27%

-50.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.24%

2.71%

+19.53%

Volatility

DGZ vs. DBJP - Volatility Comparison

DB Gold Short Exchange Traded Notes (DGZ) has a higher volatility of 45.91% compared to Xtrackers MSCI Japan Hedged Equity ETF (DBJP) at 7.92%. This indicates that DGZ's price experiences larger fluctuations and is considered to be riskier than DBJP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DGZDBJPDifference

Volatility (1M)

Calculated over the trailing 1-month period

45.91%

7.92%

+37.99%

Volatility (6M)

Calculated over the trailing 6-month period

58.66%

15.56%

+43.10%

Volatility (1Y)

Calculated over the trailing 1-year period

69.62%

19.90%

+49.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.50%

19.18%

+17.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.17%

19.31%

+8.86%

DGZ vs. DBJP - Expense Ratio Comparison

DGZ has a 0.75% expense ratio, which is higher than DBJP's 0.45% expense ratio.


Dividends

DGZ vs. DBJP - Dividend Comparison

DGZ has not paid dividends to shareholders, while DBJP's dividend yield for the trailing twelve months is around 1.25%.


PositionTTM20252024202320222021202020192018201720162015
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
1.25%2.81%2.80%5.21%0.80%2.30%2.53%2.56%3.87%2.07%1.13%5.95%
DGZ
DB Gold Short Exchange Traded Notes
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


DGZ and DBJP have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DGZ has higher volatility (45.91%) compared to DBJP (7.92%). In terms of maximum drawdown, DGZ dropped -86.32% vs DBJP's -31.30%.

On 10-year performance, DBJP leads with 17.47% vs -7.12% for DGZ. On fees, DBJP is cheaper at 0.45% per year. On volatility, DBJP has been the lower-risk option at 7.92%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, DBJP has performed better with a 17.47% return vs -7.12%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

DBJP is cheaper with a 0.45% expense ratio, compared with 0.75% for DGZ.

DBJP has the higher dividend yield at 1.25%, compared with 0.00% for DGZ.

DGZ is categorized as Inverse Commodities, while DBJP is Japan Equities. DGZ tracks Deutsche Bank Liquid Commodity Index - Optimum Yield Gold Excess Return (-100%), while DBJP tracks MSCI Japan US Dollar Hedged Index. They also come from different issuers: Deutsche Bank and Xtrackers. Their fees differ too: 0.75% for DGZ and 0.45% for DBJP.

DBJP currently has the higher Sharpe Ratio (2.72 vs -0.11), 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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