FINX vs. DBE
FINX (Global X FinTech ETF) and DBE (Invesco DB Energy Fund) are both exchange-traded funds - FINX is a Technology Equities fund tracking the Indxx Global FinTech Thematic Index, while DBE is a Oil & Gas fund tracking the DBIQ Optimum Yield Energy Index. Both are passively managed. Over the past 5 years, FINX returned -10.20%/yr vs 19.66%/yr for DBE. At a 0.14 correlation, their price movements are largely independent. FINX charges 0.68%/yr vs 0.78%/yr for DBE.
Performance
FINX vs. DBE - Performance Comparison
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Returns By Period
In the year-to-date period, FINX achieves a -16.28% return, which is significantly lower than DBE's 83.68% return.
FINX
- 1D
- -4.72%
- 1M
- -5.30%
- YTD
- -16.28%
- 6M
- -18.85%
- 1Y
- -20.58%
- 3Y*
- 5.77%
- 5Y*
- -10.20%
- 10Y*
- —
DBE
- 1D
- 2.33%
- 1M
- -5.45%
- YTD
- 83.68%
- 6M
- 74.95%
- 1Y
- 84.41%
- 3Y*
- 23.42%
- 5Y*
- 19.66%
- 10Y*
- 12.03%
FINX vs. DBE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINX Global X FinTech ETF | -16.28% | -5.20% | 23.02% | 33.15% | -51.80% | -9.65% | 53.76% | 37.52% | 0.82% | 49.96% |
DBE Invesco DB Energy Fund | 83.68% | -2.17% | 2.96% | -12.14% | 33.77% | 57.56% | -25.91% | 19.72% | -12.95% | 5.21% |
Correlation
The correlation between FINX and DBE is -0.21, 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 | -0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Sep 14, 2016 | 0.14 |
The correlation between FINX and DBE shifts across timeframes, from -0.21 (1 year) to 0.14 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FINX vs. DBE — Risk / Return Rank
FINX
DBE
FINX vs. DBE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X FinTech ETF (FINX) and Invesco DB Energy Fund (DBE). 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.
| FINX | DBE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.13 | ||
| Sortino ratioReturn per unit of downside risk | -3.79 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.40 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | -0.56 | 5.89 | -6.45 |
| Martin ratioReturn relative to average drawdown | -1.09 | 11.53 | -12.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FINX | DBE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.70 | 2.43 | -3.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.33 | 0.67 | -1.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.09 | +0.12 |
Drawdowns
FINX vs. DBE - Drawdown Comparison
The maximum FINX drawdown since its inception was -63.53%, smaller than the maximum DBE drawdown of -86.69%. Use the drawdown chart below to compare losses from any high point for FINX and DBE.
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Drawdown Indicators
| FINX | DBE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.53% | -86.69% | +23.16% |
Max Drawdown (1Y)Largest decline over 1 year | -36.58% | -14.41% | -22.17% |
Max Drawdown (3Y)Largest decline over 3 years | -36.58% | -23.89% | -12.69% |
Max Drawdown (5Y)Largest decline over 5 years | -63.53% | -38.74% | -24.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -60.84% | — |
Current DrawdownCurrent decline from peak | -49.93% | -30.27% | -19.66% |
Average DrawdownAverage peak-to-trough decline | -24.45% | -57.31% | +32.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.98% | 7.35% | +11.63% |
Volatility
FINX vs. DBE - Volatility Comparison
The current volatility for Global X FinTech ETF (FINX) is 8.15%, while Invesco DB Energy Fund (DBE) has a volatility of 12.95%. This indicates that FINX experiences smaller price fluctuations and is considered to be less risky than DBE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FINX | DBE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.15% | 12.95% | -4.80% |
Volatility (6M)Calculated over the trailing 6-month period | 22.78% | 30.86% | -8.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.36% | 34.97% | -5.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.40% | 29.39% | +2.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.73% | 28.33% | +0.40% |
FINX vs. DBE - Expense Ratio Comparison
FINX has a 0.68% expense ratio, which is lower than DBE's 0.78% expense ratio.
Dividends
FINX vs. DBE - Dividend Comparison
FINX's dividend yield for the trailing twelve months is around 0.69%, less than DBE's 2.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DBE Invesco DB Energy Fund | 2.10% | 3.86% | 6.32% | 3.87% | 0.75% | 0.00% | 0.00% | 1.79% | 1.67% | 0.00% |
FINX Global X FinTech ETF | 0.69% | 0.58% | 0.72% | 0.21% | 0.27% | 5.40% | 0.00% | 0.00% | 0.18% | 0.11% |
Frequently Asked Questions
FINX and DBE have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DBE has higher volatility (12.95%) compared to FINX (8.15%). In terms of maximum drawdown, FINX dropped -63.53% vs DBE's -86.69%.
On 5-year performance, DBE leads with 19.66% vs -10.20% for FINX. On fees, FINX is cheaper at 0.68% per year. On volatility, FINX has been the lower-risk option at 8.15%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, DBE has performed better with a 19.66% return vs -10.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
FINX is cheaper with a 0.68% expense ratio, compared with 0.78% for DBE.
DBE has the higher dividend yield at 2.10%, compared with 0.69% for FINX.
FINX is categorized as Technology Equities, while DBE is Oil & Gas. FINX tracks Indxx Global FinTech Thematic Index, while DBE tracks DBIQ Optimum Yield Energy Index. They also come from different issuers: Global X and Invesco. Their fees differ too: 0.68% for FINX and 0.78% for DBE.
DBE currently has the higher Sharpe Ratio (2.43 vs -0.70), 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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