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ICOP vs. DBE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ICOP vs. DBE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Copper and Metals Mining ETF (ICOP) 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, ICOP achieves a 27.29% return, which is significantly lower than DBE's 83.68% return.


ICOP

1D
-3.29%
1M
17.09%
YTD
27.29%
6M
37.08%
1Y
102.60%
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)

ICOP vs. DBE - Yearly Performance Comparison


2026 (YTD)202520242023
ICOP
iShares Copper and Metals Mining ETF
27.29%78.01%1.10%8.08%
DBE
Invesco DB Energy Fund
83.68%-2.17%2.96%2.82%

Correlation

The correlation between ICOP and DBE is -0.22, 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

-0.22

Correlation (All Time)
Calculated using the full available price history since Jun 26, 2023

0.08

The correlation between ICOP and DBE shifts across timeframes, from -0.22 (1 year) to 0.08 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

ICOP vs. DBE — Risk / Return Rank

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

ICOP
ICOP Risk / Return Rank: 7474
Overall Rank
ICOP Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
ICOP Sortino Ratio Rank: 6666
Sortino Ratio Rank
ICOP Omega Ratio Rank: 6868
Omega Ratio Rank
ICOP Calmar Ratio Rank: 7777
Calmar Ratio Rank
ICOP Martin Ratio Rank: 7575
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.

ICOP vs. DBE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Copper and Metals Mining ETF (ICOP) 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.


ICOPDBEDifference
Sharpe ratioReturn per unit of total volatility

+0.34

Sortino ratioReturn per unit of downside risk

+0.15

Omega ratioGain probability vs. loss probability

1.42

1.40

+0.02

Calmar ratioReturn relative to maximum drawdown

3.95

5.89

-1.94

Martin ratioReturn relative to average drawdown

14.50

11.53

+2.97

ICOP vs. DBE - Sharpe Ratio Comparison

The current ICOP Sharpe Ratio is 2.77, which is comparable to the DBE Sharpe Ratio of 2.43. The chart below compares the historical Sharpe Ratios of ICOP 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


ICOPDBEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.77

2.43

+0.34

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

1.08

0.09

+0.98

Drawdowns

ICOP vs. DBE - Drawdown Comparison

The maximum ICOP drawdown since its inception was -38.67%, smaller than the maximum DBE drawdown of -86.69%. Use the drawdown chart below to compare losses from any high point for ICOP and DBE.


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Drawdown Indicators


ICOPDBEDifference

Max Drawdown

Largest peak-to-trough decline

-38.67%

-86.69%

+48.02%

Max Drawdown (1Y)

Largest decline over 1 year

-26.13%

-14.41%

-11.72%

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

-3.29%

-30.27%

+26.98%

Average Drawdown

Average peak-to-trough decline

-11.67%

-57.31%

+45.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.10%

7.35%

-0.25%

Volatility

ICOP vs. DBE - Volatility Comparison

iShares Copper and Metals Mining ETF (ICOP) has a higher volatility of 13.69% compared to Invesco DB Energy Fund (DBE) at 12.95%. This indicates that ICOP's price experiences larger fluctuations and is considered to be riskier 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


ICOPDBEDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.69%

12.95%

+0.74%

Volatility (6M)

Calculated over the trailing 6-month period

32.28%

30.86%

+1.42%

Volatility (1Y)

Calculated over the trailing 1-year period

37.29%

34.97%

+2.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.77%

29.39%

+4.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.77%

28.33%

+5.44%

ICOP vs. DBE - Expense Ratio Comparison

ICOP has a 0.47% expense ratio, which is lower than DBE's 0.78% expense ratio.


Dividends

ICOP vs. DBE - Dividend Comparison

ICOP's dividend yield for the trailing twelve months is around 1.63%, less 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%
ICOP
iShares Copper and Metals Mining ETF
1.63%2.08%1.87%2.15%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ICOP and DBE have a correlation of -0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ICOP has higher volatility (13.69%) compared to DBE (12.95%). In terms of maximum drawdown, ICOP dropped -38.67% vs DBE's -86.69%.

On 1-year performance, ICOP leads with 102.60% vs 84.41% for DBE. On fees, ICOP is cheaper at 0.47% per year. On volatility, DBE has been the lower-risk option at 12.95%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, ICOP has performed better with a 102.60% return vs 84.41%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ICOP is cheaper with a 0.47% expense ratio, compared with 0.78% for DBE.

DBE has the higher dividend yield at 2.10%, compared with 1.63% for ICOP.

ICOP is categorized as Commodity Producers Equities, while DBE is Oil & Gas. ICOP tracks STOXX Global Copper and Metals Mining Index, while DBE tracks DBIQ Optimum Yield Energy Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.47% for ICOP and 0.78% for DBE.

ICOP currently has the higher Sharpe Ratio (2.77 vs 2.43), 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

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