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IBIL vs. DBE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBIL vs. DBE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Oct 2035 Term TIPS ETF (IBIL) and Invesco DB Energy Fund (DBE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBIL achieves a 1.59% return, which is significantly lower than DBE's 83.68% return.


IBIL

1D
-0.33%
1M
-0.33%
YTD
1.59%
6M
1.17%
1Y
6.35%
3Y*
5Y*
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBIL vs. DBE - Yearly Performance Comparison


2026 (YTD)2025
IBIL
iShares iBonds Oct 2035 Term TIPS ETF
1.59%4.75%
DBE
Invesco DB Energy Fund
83.68%-5.02%

Correlation

The correlation between IBIL 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 (All Time)
Calculated using the full available price history since Mar 27, 2025

-0.15

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Return for Risk

IBIL vs. DBE — Risk / Return Rank

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

IBIL
IBIL Risk / Return Rank: 3636
Overall Rank
IBIL Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
IBIL Sortino Ratio Rank: 3131
Sortino Ratio Rank
IBIL Omega Ratio Rank: 3535
Omega Ratio Rank
IBIL Calmar Ratio Rank: 4848
Calmar Ratio Rank
IBIL Martin Ratio Rank: 3636
Martin Ratio Rank

DBE
DBE Risk / Return Rank: 7171
Overall Rank
DBE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
DBE Sortino Ratio Rank: 6363
Sortino Ratio Rank
DBE Omega Ratio Rank: 6565
Omega Ratio Rank
DBE Calmar Ratio Rank: 9191
Calmar Ratio Rank
DBE Martin Ratio Rank: 6363
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.

IBIL vs. DBE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Oct 2035 Term TIPS ETF (IBIL) 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.


IBILDBEDifference
Sharpe ratioReturn per unit of total volatility

-1.29

Sortino ratioReturn per unit of downside risk

-1.34

Omega ratioGain probability vs. loss probability

1.23

1.40

-0.17

Calmar ratioReturn relative to maximum drawdown

2.31

5.89

-3.58

Martin ratioReturn relative to average drawdown

5.52

11.53

-6.00

IBIL vs. DBE - Sharpe Ratio Comparison

The current IBIL Sharpe Ratio is 1.14, which is lower than the DBE Sharpe Ratio of 2.43. The chart below compares the historical Sharpe Ratios of IBIL and DBE, 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


IBILDBEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.14

2.43

-1.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.09

+0.56

Drawdowns

IBIL vs. DBE - Drawdown Comparison

The maximum IBIL drawdown since its inception was -5.28%, smaller than the maximum DBE drawdown of -86.69%. Use the drawdown chart below to compare losses from any high point for IBIL and DBE.


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Drawdown Indicators


IBILDBEDifference

Max Drawdown

Largest peak-to-trough decline

-5.28%

-86.69%

+81.41%

Max Drawdown (1Y)

Largest decline over 1 year

-2.76%

-14.41%

+11.65%

Max Drawdown (3Y)

Largest decline over 3 years

-23.89%

Max Drawdown (5Y)

Largest decline over 5 years

-38.74%

Max Drawdown (10Y)

Largest decline over 10 years

-60.84%

Current Drawdown

Current decline from peak

-0.66%

-30.27%

+29.61%

Average Drawdown

Average peak-to-trough decline

-1.48%

-57.31%

+55.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.15%

7.35%

-6.20%

Volatility

IBIL vs. DBE - Volatility Comparison

The current volatility for iShares iBonds Oct 2035 Term TIPS ETF (IBIL) is 1.25%, while Invesco DB Energy Fund (DBE) has a volatility of 12.95%. This indicates that IBIL 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


IBILDBEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.25%

12.95%

-11.70%

Volatility (6M)

Calculated over the trailing 6-month period

3.08%

30.86%

-27.78%

Volatility (1Y)

Calculated over the trailing 1-year period

5.58%

34.97%

-29.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.20%

29.39%

-21.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.20%

28.33%

-20.13%

IBIL vs. DBE - Expense Ratio Comparison

IBIL has a 0.10% expense ratio, which is lower than DBE's 0.78% expense ratio.


Dividends

IBIL vs. DBE - Dividend Comparison

IBIL's dividend yield for the trailing twelve months is around 3.47%, more than DBE's 2.10% yield.


PositionTTM20252024202320222021202020192018
DBE
Invesco DB Energy Fund
2.10%3.86%6.32%3.87%0.75%0.00%0.00%1.79%1.67%
IBIL
iShares iBonds Oct 2035 Term TIPS ETF
3.47%2.93%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IBIL 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 IBIL (1.25%). In terms of maximum drawdown, IBIL dropped -5.28% vs DBE's -86.69%.

On 1-year performance, DBE leads with 84.41% vs 6.35% for IBIL. On fees, IBIL is cheaper at 0.10% per year. On volatility, IBIL has been the lower-risk option at 1.25%. 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 84.41% return vs 6.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IBIL is cheaper with a 0.10% expense ratio, compared with 0.78% for DBE.

IBIL has the higher dividend yield at 3.47%, compared with 2.10% for DBE.

IBIL is categorized as Inflation-Protected Bonds, while DBE is Oil & Gas. IBIL tracks ICE 2035 Maturity US Treasury TIPS Index, while DBE tracks DBIQ Optimum Yield Energy Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.10% for IBIL and 0.78% for DBE.

DBE currently has the higher Sharpe Ratio (2.43 vs 1.14), 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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