IBGL vs. DBE
IBGL (iShares iBonds Dec 2055 Term Treasury ETF) and DBE (Invesco DB Energy Fund) are both exchange-traded funds - IBGL is a Government Bonds fund tracking the ICE 2055 Maturity US Treasury Index, while DBE is a Oil & Gas fund tracking the DBIQ Optimum Yield Energy Index. Both are passively managed. Over the past year, IBGL returned -1.93% vs 61.44% for DBE. Their -0.35 correlation means they have often moved in opposite directions in the past. IBGL charges 0.07%/yr vs 0.78%/yr for DBE.
Performance
IBGL vs. DBE - Performance Comparison
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Returns By Period
In the year-to-date period, IBGL achieves a -3.05% return, which is significantly lower than DBE's 71.26% return.
IBGL
- 1D
- 0.39%
- 1M
- -3.47%
- 6M
- -2.70%
- YTD
- -3.05%
- 1Y
- -1.93%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -1.55%
DBE
- 1D
- -4.26%
- 1M
- 15.98%
- 6M
- 57.84%
- YTD
- 71.26%
- 1Y
- 61.44%
- 3Y*
- 15.22%
- 5Y*
- 17.82%
- 10Y*
- 12.24%
- ALL TIME*
- 2.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.27M | $1.08M | $1.67M | |
| $19.65K | $17.90K | $15.83K |
IBGL vs. DBE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IBGL iShares iBonds Dec 2055 Term Treasury ETF | -3.05% | 0.99% |
DBE Invesco DB Energy Fund | 71.26% | -4.69% |
Correlation
The correlation between IBGL and DBE is -0.42, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.42 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2025 | -0.35 |
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Return for Risk
IBGL vs. DBE — Risk / Return Rank
IBGL
DBE
IBGL vs. DBE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2055 Term Treasury ETF (IBGL) 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.
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.
| IBGL | DBE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.86 | ||
| Sortino ratioReturn per unit of downside risk | -2.48 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.28 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | 2.50 | -2.76 |
| Martin ratioReturn relative to average drawdown | -0.57 | 7.82 | -8.38 |
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Drawdowns
IBGL vs. DBE - Drawdown Comparison
The maximum IBGL drawdown since its inception was -9.37%, smaller than the maximum DBE drawdown of -86.69%. Use the drawdown chart below to compare losses from any high point for IBGL and DBE.
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Drawdown Indicators
| IBGL | DBE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.37% | -86.69% | +77.32% |
Max Drawdown (1Y)Largest decline over 1 year | -7.44% | -24.72% | +17.28% |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.72% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -38.74% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -60.84% | — |
Current DrawdownCurrent decline from peak | -7.08% | -34.98% | +27.90% |
Average DrawdownAverage peak-to-trough decline | -4.09% | -57.13% | +53.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 7.90% | -4.49% |
Volatility
IBGL vs. DBE - Volatility Comparison
The current volatility for iShares iBonds Dec 2055 Term Treasury ETF (IBGL) is 2.43%, while Invesco DB Energy Fund (DBE) has a volatility of 15.07%. This indicates that IBGL 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
| IBGL | DBE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.43% | 15.07% | -12.64% |
Volatility (6M)Calculated over the trailing 6-month period | 6.51% | 34.26% | -27.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.79% | 37.66% | -28.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.35% | 30.15% | -19.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.35% | 28.60% | -18.25% |
IBGL vs. DBE - Expense Ratio Comparison
IBGL has a 0.07% expense ratio, which is lower than DBE's 0.78% expense ratio.
Dividends
IBGL vs. DBE - Dividend Comparison
IBGL's dividend yield for the trailing twelve months is around 4.88%, more than DBE's 2.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
DBE Invesco DB Energy Fund | 2.26% | 3.86% | 6.32% | 3.87% | 0.75% | 0.00% | 0.00% | 1.79% | 1.67% |
IBGL iShares iBonds Dec 2055 Term Treasury ETF | 4.88% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBGL and DBE have a correlation of -0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DBE has higher volatility (15.07%) compared to IBGL (2.43%). In terms of maximum drawdown, IBGL dropped -9.37% vs DBE's -86.69%.
On 1-year performance, DBE leads with 61.44% vs -1.93% for IBGL. On fees, IBGL is cheaper at 0.07% per year. On volatility, IBGL has been the lower-risk option at 2.43%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, DBE has performed better with a 61.44% return vs -1.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBGL is cheaper with a 0.07% expense ratio, compared with 0.78% for DBE.
IBGL has the higher dividend yield at 4.88%, compared with 2.26% for DBE.
IBGL is categorized as Government Bonds, while DBE is Oil & Gas. IBGL tracks ICE 2055 Maturity US Treasury Index, while DBE tracks DBIQ Optimum Yield Energy Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.07% for IBGL and 0.78% for DBE.
DBE currently has the higher Sharpe Ratio (1.64 vs -0.22), 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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