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DGZ vs. HYUP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DGZ vs. HYUP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DB Gold Short Exchange Traded Notes (DGZ) and Xtrackers High Beta High Yield Bond ETF (HYUP). 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 2.71% return, which is significantly higher than HYUP's 1.63% 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%

HYUP

1D
-0.33%
1M
0.54%
YTD
1.63%
6M
2.12%
1Y
7.43%
3Y*
10.16%
5Y*
4.39%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DGZ vs. HYUP - 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%
HYUP
Xtrackers High Beta High Yield Bond ETF
1.63%8.83%10.30%14.56%-13.30%5.13%5.73%16.54%-3.90%

Correlation

The correlation between DGZ and HYUP is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.12

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

-0.09

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

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Return for Risk

DGZ vs. HYUP — 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

HYUP
HYUP Risk / Return Rank: 5454
Overall Rank
HYUP Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
HYUP Sortino Ratio Rank: 5555
Sortino Ratio Rank
HYUP Omega Ratio Rank: 5454
Omega Ratio Rank
HYUP Calmar Ratio Rank: 4949
Calmar Ratio Rank
HYUP Martin Ratio Rank: 5959
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. HYUP - Risk-Adjusted Trends Comparison

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


DGZHYUPDifference

Sharpe ratio

Return per unit of total volatility

-0.23

1.76

-1.99

Sortino ratio

Return per unit of downside risk

0.11

2.68

-2.57

Omega ratio

Gain probability vs. loss probability

1.01

1.34

-0.33

Calmar ratio

Return relative to maximum drawdown

-0.40

2.45

-2.85

Martin ratio

Return relative to average drawdown

-0.70

10.46

-11.16

DGZ vs. HYUP - Sharpe Ratio Comparison

The current DGZ Sharpe Ratio is -0.23, which is lower than the HYUP Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of DGZ and HYUP, 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


DGZHYUPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.23

1.76

-1.99

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.29

0.53

-0.82

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

0.52

-0.83

Drawdowns

DGZ vs. HYUP - Drawdown Comparison

The maximum DGZ drawdown since its inception was -86.32%, which is greater than HYUP's maximum drawdown of -24.79%. Use the drawdown chart below to compare losses from any high point for DGZ and HYUP.


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Drawdown Indicators


DGZHYUPDifference

Max Drawdown

Largest peak-to-trough decline

-86.32%

-24.79%

-61.53%

Max Drawdown (1Y)

Largest decline over 1 year

-38.32%

-3.05%

-35.27%

Max Drawdown (3Y)

Largest decline over 3 years

-59.54%

-6.03%

-53.51%

Max Drawdown (5Y)

Largest decline over 5 years

-61.54%

-18.06%

-43.48%

Max Drawdown (10Y)

Largest decline over 10 years

-71.49%

Current Drawdown

Current decline from peak

-82.41%

-0.36%

-82.05%

Average Drawdown

Average peak-to-trough decline

-57.74%

-3.42%

-54.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.80%

0.71%

+21.09%

Volatility

DGZ vs. HYUP - Volatility Comparison

DB Gold Short Exchange Traded Notes (DGZ) has a higher volatility of 45.00% compared to Xtrackers High Beta High Yield Bond ETF (HYUP) at 1.35%. This indicates that DGZ's price experiences larger fluctuations and is considered to be riskier than HYUP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DGZHYUPDifference

Volatility (1M)

Calculated over the trailing 1-month period

45.00%

1.35%

+43.65%

Volatility (6M)

Calculated over the trailing 6-month period

54.96%

3.35%

+51.61%

Volatility (1Y)

Calculated over the trailing 1-year period

66.38%

4.24%

+62.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.24%

8.27%

+26.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.40%

9.75%

+17.65%

DGZ vs. HYUP - Expense Ratio Comparison

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


Dividends

DGZ vs. HYUP - Dividend Comparison

DGZ has not paid dividends to shareholders, while HYUP's dividend yield for the trailing twelve months is around 7.33%.


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%
HYUP
Xtrackers High Beta High Yield Bond ETF
7.33%7.44%7.78%7.48%7.15%6.19%6.89%6.77%6.98%

Frequently Asked Questions


DGZ and HYUP have a correlation of -0.12, 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 HYUP (1.35%). In terms of maximum drawdown, DGZ dropped -86.32% vs HYUP's -24.79%.

On 5-year performance, HYUP leads with 4.39% vs -10.05% for DGZ. On fees, HYUP is cheaper at 0.20% per year. On volatility, HYUP has been the lower-risk option at 1.35%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, HYUP has performed better with a 4.39% return vs -10.05%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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

HYUP has the higher dividend yield at 7.33%, compared with 0.00% for DGZ.

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

HYUP currently has the higher Sharpe Ratio (1.76 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.

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