IFPUX vs. DBMF
Compare and contrast key facts about Independent Franchise Part Equity Fund (IFPUX) and iM DBi Managed Futures Strategy ETF (DBMF).
IFPUX is managed by Independent Franchise Partners. It was launched on Dec 20, 2011. DBMF is an actively managed fund by Litman Gregory Capital Partners LLC. It was launched on May 8, 2019.
Performance
IFPUX vs. DBMF - Performance Comparison
Loading graphics...
IFPUX vs. DBMF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IFPUX Independent Franchise Part Equity Fund | -9.57% | 28.47% | 21.80% | 21.19% | -10.77% | 16.17% | 19.09% | 15.78% |
DBMF iM DBi Managed Futures Strategy ETF | 7.87% | 13.85% | 7.24% | -8.94% | 21.61% | 11.49% | 1.80% | 10.67% |
Returns By Period
In the year-to-date period, IFPUX achieves a -9.57% return, which is significantly lower than DBMF's 7.87% return.
IFPUX
- 1D
- 1.23%
- 1M
- -8.23%
- YTD
- -9.57%
- 6M
- -5.73%
- 1Y
- 7.17%
- 3Y*
- 16.45%
- 5Y*
- 10.43%
- 10Y*
- 12.61%
DBMF
- 1D
- -0.20%
- 1M
- -3.82%
- YTD
- 7.87%
- 6M
- 15.44%
- 1Y
- 26.29%
- 3Y*
- 9.90%
- 5Y*
- 8.63%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IFPUX vs. DBMF - Expense Ratio Comparison
IFPUX has a 0.68% expense ratio, which is lower than DBMF's 0.85% expense ratio.
Return for Risk
IFPUX vs. DBMF — Risk / Return Rank
IFPUX
DBMF
IFPUX vs. DBMF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Independent Franchise Part Equity Fund (IFPUX) and iM DBi Managed Futures Strategy ETF (DBMF). 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.
| IFPUX | DBMF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 2.19 | -1.64 |
Sortino ratioReturn per unit of downside risk | 0.85 | 2.98 | -2.13 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.46 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 4.25 | -3.68 |
Martin ratioReturn relative to average drawdown | 1.91 | 18.51 | -16.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IFPUX | DBMF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 2.19 | -1.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.68 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.74 | +0.02 |
Correlation
The correlation between IFPUX and DBMF is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IFPUX vs. DBMF - Dividend Comparison
IFPUX's dividend yield for the trailing twelve months is around 10.85%, more than DBMF's 5.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
IFPUX Independent Franchise Part Equity Fund | 10.85% | 9.81% | 20.93% | 8.24% | 16.77% | 5.50% | 12.63% | 11.08% | 8.13% | 1.35% | 3.74% |
DBMF iM DBi Managed Futures Strategy ETF | 5.30% | 5.91% | 5.75% | 2.91% | 7.72% | 10.38% | 0.86% | 9.35% | 0.00% | 0.00% | 0.00% |
Drawdowns
IFPUX vs. DBMF - Drawdown Comparison
The maximum IFPUX drawdown since its inception was -27.73%, which is greater than DBMF's maximum drawdown of -20.39%. Use the drawdown chart below to compare losses from any high point for IFPUX and DBMF.
Loading graphics...
Drawdown Indicators
| IFPUX | DBMF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.73% | -20.39% | -7.34% |
Max Drawdown (1Y)Largest decline over 1 year | -12.16% | -6.10% | -6.06% |
Max Drawdown (5Y)Largest decline over 5 years | -21.48% | -20.39% | -1.09% |
Max Drawdown (10Y)Largest decline over 10 years | -27.73% | — | — |
Current DrawdownCurrent decline from peak | -11.08% | -3.82% | -7.26% |
Average DrawdownAverage peak-to-trough decline | -3.74% | -6.70% | +2.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 1.40% | +2.27% |
Volatility
IFPUX vs. DBMF - Volatility Comparison
The current volatility for Independent Franchise Part Equity Fund (IFPUX) is 3.42%, while iM DBi Managed Futures Strategy ETF (DBMF) has a volatility of 5.24%. This indicates that IFPUX experiences smaller price fluctuations and is considered to be less risky than DBMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IFPUX | DBMF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 5.24% | -1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 11.10% | -2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.95% | 12.09% | +2.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.30% | 12.66% | +5.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 12.48% | +4.59% |