PortfoliosLab logoPortfoliosLab logo
DGZ vs. HYDW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DGZ vs. HYDW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DB Gold Short Exchange Traded Notes (DGZ) and Xtrackers Low Beta High Yield Bond ETF (HYDW). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, DGZ achieves a 2.71% return, which is significantly higher than HYDW's 0.89% return.


DGZ

1D
4.82%
1M
16.59%
YTD
2.71%
6M
4.61%
1Y
-15.32%
3Y*
-16.62%
5Y*
-10.05%
10Y*
-8.68%

HYDW

1D
-0.18%
1M
0.24%
YTD
0.89%
6M
1.17%
1Y
5.56%
3Y*
6.83%
5Y*
3.55%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DGZ vs. HYDW - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
DGZ
DB Gold Short Exchange Traded Notes
2.71%-32.55%-16.46%-4.75%4.93%1.53%-20.80%-13.42%6.29%
HYDW
Xtrackers Low Beta High Yield Bond ETF
0.89%8.47%5.42%9.84%-7.86%2.77%5.51%11.44%-1.08%

Correlation

The correlation between DGZ and HYDW is -0.06, 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

-0.06

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

-0.08

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

-0.13

Correlation (All Time)
Calculated using the full available price history since Jan 12, 2018

-0.09

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

DGZ vs. HYDW — Risk / Return Rank

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

DGZ
DGZ Risk / Return Rank: 77
Overall Rank
DGZ Sharpe Ratio Rank: 77
Sharpe Ratio Rank
DGZ Sortino Ratio Rank: 88
Sortino Ratio Rank
DGZ Omega Ratio Rank: 88
Omega Ratio Rank
DGZ Calmar Ratio Rank: 55
Calmar Ratio Rank
DGZ Martin Ratio Rank: 55
Martin Ratio Rank

HYDW
HYDW Risk / Return Rank: 6060
Overall Rank
HYDW Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
HYDW Sortino Ratio Rank: 6262
Sortino Ratio Rank
HYDW Omega Ratio Rank: 6161
Omega Ratio Rank
HYDW Calmar Ratio Rank: 5454
Calmar Ratio Rank
HYDW Martin Ratio Rank: 6969
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. HYDW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DB Gold Short Exchange Traded Notes (DGZ) and Xtrackers Low Beta High Yield Bond ETF (HYDW). 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.


DGZHYDWDifference

Sharpe ratio

Return per unit of total volatility

-0.23

1.90

-2.13

Sortino ratio

Return per unit of downside risk

0.11

2.91

-2.80

Omega ratio

Gain probability vs. loss probability

1.01

1.37

-0.36

Calmar ratio

Return relative to maximum drawdown

-0.40

2.67

-3.07

Martin ratio

Return relative to average drawdown

-0.70

12.74

-13.44

DGZ vs. HYDW - Sharpe Ratio Comparison

The current DGZ Sharpe Ratio is -0.23, which is lower than the HYDW Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of DGZ and HYDW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


DGZHYDWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.23

1.90

-2.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.29

0.56

-0.84

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.31

0.58

-0.90

Drawdowns

DGZ vs. HYDW - Drawdown Comparison

The maximum DGZ drawdown since its inception was -86.32%, which is greater than HYDW's maximum drawdown of -17.75%. Use the drawdown chart below to compare losses from any high point for DGZ and HYDW.


Loading charts...

Drawdown Indicators


DGZHYDWDifference

Max Drawdown

Largest peak-to-trough decline

-86.32%

-17.75%

-68.57%

Max Drawdown (1Y)

Largest decline over 1 year

-38.32%

-2.09%

-36.23%

Max Drawdown (3Y)

Largest decline over 3 years

-59.54%

-3.64%

-55.90%

Max Drawdown (5Y)

Largest decline over 5 years

-61.54%

-12.68%

-48.86%

Max Drawdown (10Y)

Largest decline over 10 years

-71.49%

Current Drawdown

Current decline from peak

-82.41%

-0.26%

-82.15%

Average Drawdown

Average peak-to-trough decline

-57.74%

-1.89%

-55.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.80%

0.44%

+21.36%

Volatility

DGZ vs. HYDW - Volatility Comparison

DB Gold Short Exchange Traded Notes (DGZ) has a higher volatility of 45.00% compared to Xtrackers Low Beta High Yield Bond ETF (HYDW) at 0.74%. This indicates that DGZ's price experiences larger fluctuations and is considered to be riskier than HYDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


DGZHYDWDifference

Volatility (1M)

Calculated over the trailing 1-month period

45.00%

0.74%

+44.26%

Volatility (6M)

Calculated over the trailing 6-month period

54.96%

2.27%

+52.69%

Volatility (1Y)

Calculated over the trailing 1-year period

66.38%

2.95%

+63.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.24%

6.40%

+28.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.40%

6.99%

+20.41%

DGZ vs. HYDW - Expense Ratio Comparison

DGZ has a 0.75% expense ratio, which is higher than HYDW's 0.20% expense ratio.


Dividends

DGZ vs. HYDW - Dividend Comparison

DGZ has not paid dividends to shareholders, while HYDW's dividend yield for the trailing twelve months is around 5.75%.


PositionTTM20252024202320222021202020192018
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%
HYDW
Xtrackers Low Beta High Yield Bond ETF
5.75%5.75%5.35%5.69%4.78%3.30%4.45%4.56%4.42%

Frequently Asked Questions


DGZ and HYDW have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DGZ has higher volatility (45.00%) compared to HYDW (0.74%). In terms of maximum drawdown, DGZ dropped -86.32% vs HYDW's -17.75%.

On 5-year performance, HYDW leads with 3.55% vs -10.05% for DGZ. On fees, HYDW is cheaper at 0.20% per year. On volatility, HYDW has been the lower-risk option at 0.74%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, HYDW has performed better with a 3.55% return vs -10.05%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

HYDW is cheaper with a 0.20% expense ratio, compared with 0.75% for DGZ.

HYDW has the higher dividend yield at 5.75%, compared with 0.00% for DGZ.

DGZ is categorized as Inverse Commodities, while HYDW is High Yield Bonds. DGZ tracks Deutsche Bank Liquid Commodity Index - Optimum Yield Gold Excess Return (-100%), while HYDW tracks Solactive USD High Yield Corporates Total Market Low Beta Index. Their fees differ too: 0.75% for DGZ and 0.20% for HYDW.

HYDW currently has the higher Sharpe Ratio (1.90 vs -0.23), 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

Find the right allocation for DGZ and HYDW

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer