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LITP vs. DBE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LITP vs. DBE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sprott Lithium Miners ETF (LITP) 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, LITP achieves a 13.53% return, which is significantly lower than DBE's 75.49% return.


LITP

1D
-9.58%
1M
-24.71%
YTD
13.53%
6M
26.16%
1Y
165.49%
3Y*
-4.55%
5Y*
10Y*

DBE

1D
-1.98%
1M
-1.03%
YTD
75.49%
6M
64.58%
1Y
76.30%
3Y*
21.68%
5Y*
18.57%
10Y*
11.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LITP vs. DBE - Yearly Performance Comparison


2026 (YTD)202520242023
LITP
Sprott Lithium Miners ETF
13.53%94.65%-43.85%-36.14%
DBE
Invesco DB Energy Fund
75.49%-2.17%2.96%-5.38%

Correlation

The correlation between LITP and DBE is -0.11, 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

-0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.06

Correlation (All Time)
Calculated using the full available price history since Feb 3, 2023

0.09

The correlation between LITP and DBE shifts across timeframes, from -0.11 (1 year) to 0.09 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

LITP vs. DBE — Risk / Return Rank

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

LITP
LITP Risk / Return Rank: 7979
Overall Rank
LITP Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
LITP Sortino Ratio Rank: 7070
Sortino Ratio Rank
LITP Omega Ratio Rank: 6565
Omega Ratio Rank
LITP Calmar Ratio Rank: 9090
Calmar Ratio Rank
LITP Martin Ratio Rank: 8383
Martin Ratio Rank

DBE
DBE Risk / Return Rank: 6969
Overall Rank
DBE Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
DBE Sortino Ratio Rank: 6161
Sortino Ratio Rank
DBE Omega Ratio Rank: 6363
Omega Ratio Rank
DBE Calmar Ratio Rank: 9090
Calmar Ratio Rank
DBE Martin Ratio Rank: 6060
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.

LITP vs. DBE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sprott Lithium Miners ETF (LITP) 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.


LITPDBEDifference
Sharpe ratioReturn per unit of total volatility

+0.63

Sortino ratioReturn per unit of downside risk

+0.33

Omega ratioGain probability vs. loss probability

1.37

1.37

+0.01

Calmar ratioReturn relative to maximum drawdown

5.35

5.32

+0.03

Martin ratioReturn relative to average drawdown

15.98

10.35

+5.62

LITP vs. DBE - Sharpe Ratio Comparison

The current LITP Sharpe Ratio is 2.82, which is comparable to the DBE Sharpe Ratio of 2.18. The chart below compares the historical Sharpe Ratios of LITP 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


LITPDBEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.82

2.18

+0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.63

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.14

0.09

-0.23

Drawdowns

LITP vs. DBE - Drawdown Comparison

The maximum LITP drawdown since its inception was -74.72%, smaller than the maximum DBE drawdown of -86.69%. Use the drawdown chart below to compare losses from any high point for LITP and DBE.


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Drawdown Indicators


LITPDBEDifference

Max Drawdown

Largest peak-to-trough decline

-74.72%

-86.69%

+11.97%

Max Drawdown (1Y)

Largest decline over 1 year

-31.12%

-14.41%

-16.71%

Max Drawdown (3Y)

Largest decline over 3 years

-74.31%

-23.89%

-50.42%

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

-24.71%

-33.38%

+8.67%

Average Drawdown

Average peak-to-trough decline

-42.23%

-57.30%

+15.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.40%

7.39%

+3.01%

Volatility

LITP vs. DBE - Volatility Comparison

Sprott Lithium Miners ETF (LITP) has a higher volatility of 14.29% compared to Invesco DB Energy Fund (DBE) at 11.07%. This indicates that LITP'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


LITPDBEDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.29%

11.07%

+3.22%

Volatility (6M)

Calculated over the trailing 6-month period

41.07%

31.06%

+10.01%

Volatility (1Y)

Calculated over the trailing 1-year period

59.18%

35.12%

+24.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.60%

29.41%

+18.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

47.60%

28.34%

+19.26%

LITP vs. DBE - Expense Ratio Comparison

LITP has a 0.65% expense ratio, which is lower than DBE's 0.78% expense ratio.


Dividends

LITP vs. DBE - Dividend Comparison

LITP's dividend yield for the trailing twelve months is around 6.53%, more than DBE's 2.20% yield.


PositionTTM20252024202320222021202020192018
DBE
Invesco DB Energy Fund
2.20%3.86%6.32%3.87%0.75%0.00%0.00%1.79%1.67%
LITP
Sprott Lithium Miners ETF
6.53%7.41%6.55%2.80%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


LITP and DBE have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LITP has higher volatility (14.29%) compared to DBE (11.07%). In terms of maximum drawdown, LITP dropped -74.72% vs DBE's -86.69%.

On 3-year performance, DBE leads with 21.68% vs -4.55% for LITP. On fees, LITP is cheaper at 0.65% per year. On volatility, DBE has been the lower-risk option at 11.07%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, DBE has performed better with a 21.68% return vs -4.55%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

LITP is cheaper with a 0.65% expense ratio, compared with 0.78% for DBE.

LITP has the higher dividend yield at 6.53%, compared with 2.20% for DBE.

LITP is categorized as Energy Equities, while DBE is Oil & Gas. LITP tracks Nasdaq Sprott Lithium Miners Index - Benchmark TR Gross, while DBE tracks DBIQ Optimum Yield Energy Index. They also come from different issuers: Sprott and Invesco. Their fees differ too: 0.65% for LITP and 0.78% for DBE.

LITP currently has the higher Sharpe Ratio (2.82 vs 2.18), 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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