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NUSA vs. DBC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NUSA vs. DBC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF (NUSA) and Invesco DB Commodity Index Tracking Fund (DBC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NUSA achieves a 0.48% return, which is significantly lower than DBC's 33.63% return.


NUSA

1D
0.09%
1M
0.22%
YTD
0.48%
6M
0.72%
1Y
3.56%
3Y*
4.37%
5Y*
1.53%
10Y*

DBC

1D
-1.35%
1M
-4.23%
YTD
33.63%
6M
33.19%
1Y
44.46%
3Y*
14.67%
5Y*
12.47%
10Y*
8.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NUSA vs. DBC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NUSA
Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF
0.48%5.89%3.52%5.19%-5.91%-1.04%4.85%5.62%1.40%1.00%
DBC
Invesco DB Commodity Index Tracking Fund
33.63%8.10%2.18%-6.19%19.34%41.36%-7.84%11.84%-11.63%9.64%

Correlation

The correlation between NUSA and DBC is -0.32, 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

-0.32

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

-0.16

Correlation (5Y)
Calculated over the trailing 5-year period

-0.08

Correlation (All Time)
Calculated using the full available price history since Apr 4, 2017

-0.05

Over the past year, the inverse relationship between NUSA and DBC has strengthened: their correlation has moved from -0.05 to -0.32, meaning they now move in opposite directions more often than their long-term average.

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Return for Risk

NUSA vs. DBC — Risk / Return Rank

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

NUSA
NUSA Risk / Return Rank: 6262
Overall Rank
NUSA Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
NUSA Sortino Ratio Rank: 7070
Sortino Ratio Rank
NUSA Omega Ratio Rank: 6666
Omega Ratio Rank
NUSA Calmar Ratio Rank: 5757
Calmar Ratio Rank
NUSA Martin Ratio Rank: 5757
Martin Ratio Rank

DBC
DBC Risk / Return Rank: 7676
Overall Rank
DBC Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
DBC Sortino Ratio Rank: 6868
Sortino Ratio Rank
DBC Omega Ratio Rank: 7171
Omega Ratio Rank
DBC Calmar Ratio Rank: 9292
Calmar Ratio Rank
DBC Martin Ratio Rank: 7373
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.

NUSA vs. DBC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF (NUSA) and Invesco DB Commodity Index Tracking Fund (DBC). 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.


NUSADBCDifference
Sharpe ratioReturn per unit of total volatility

-0.41

Sortino ratioReturn per unit of downside risk

+0.06

Omega ratioGain probability vs. loss probability

1.39

1.42

-0.02

Calmar ratioReturn relative to maximum drawdown

2.79

6.34

-3.54

Martin ratioReturn relative to average drawdown

9.89

13.40

-3.51

NUSA vs. DBC - Sharpe Ratio Comparison

The current NUSA Sharpe Ratio is 1.98, which is comparable to the DBC Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of NUSA and DBC, 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


NUSADBCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.98

2.39

-0.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.65

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.82

0.11

+0.70

Drawdowns

NUSA vs. DBC - Drawdown Comparison

The maximum NUSA drawdown since its inception was -9.44%, smaller than the maximum DBC drawdown of -76.36%. Use the drawdown chart below to compare losses from any high point for NUSA and DBC.


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Drawdown Indicators


NUSADBCDifference

Max Drawdown

Largest peak-to-trough decline

-9.44%

-76.36%

+66.92%

Max Drawdown (1Y)

Largest decline over 1 year

-1.28%

-7.05%

+5.77%

Max Drawdown (3Y)

Largest decline over 3 years

-1.62%

-13.82%

+12.20%

Max Drawdown (5Y)

Largest decline over 5 years

-9.44%

-27.34%

+17.90%

Max Drawdown (10Y)

Largest decline over 10 years

-41.71%

Current Drawdown

Current decline from peak

-0.46%

-22.70%

+22.24%

Average Drawdown

Average peak-to-trough decline

-1.65%

-46.22%

+44.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.36%

3.33%

-2.97%

Volatility

NUSA vs. DBC - Volatility Comparison

The current volatility for Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF (NUSA) is 0.66%, while Invesco DB Commodity Index Tracking Fund (DBC) has a volatility of 6.56%. This indicates that NUSA experiences smaller price fluctuations and is considered to be less risky than DBC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NUSADBCDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.66%

6.56%

-5.90%

Volatility (6M)

Calculated over the trailing 6-month period

1.33%

15.82%

-14.49%

Volatility (1Y)

Calculated over the trailing 1-year period

1.82%

18.73%

-16.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.80%

19.18%

-16.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.72%

17.81%

-15.09%

NUSA vs. DBC - Expense Ratio Comparison

NUSA has a 0.15% expense ratio, which is lower than DBC's 0.85% expense ratio.


Dividends

NUSA vs. DBC - Dividend Comparison

NUSA's dividend yield for the trailing twelve months is around 3.86%, more than DBC's 2.49% yield.


PositionTTM202520242023202220212020201920182017
DBC
Invesco DB Commodity Index Tracking Fund
2.49%3.33%5.22%4.94%0.59%0.00%0.00%1.59%1.30%0.00%
NUSA
Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF
3.86%3.83%3.93%3.54%2.44%2.16%2.51%2.85%3.22%2.20%

Frequently Asked Questions


NUSA and DBC have a correlation of -0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DBC has higher volatility (6.56%) compared to NUSA (0.66%). In terms of maximum drawdown, NUSA dropped -9.44% vs DBC's -76.36%.

On 5-year performance, DBC leads with 12.47% vs 1.53% for NUSA. On fees, NUSA is cheaper at 0.15% per year. On volatility, NUSA has been the lower-risk option at 0.66%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, DBC has performed better with a 12.47% return vs 1.53%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

NUSA is cheaper with a 0.15% expense ratio, compared with 0.85% for DBC.

NUSA has the higher dividend yield at 3.86%, compared with 2.49% for DBC.

NUSA is categorized as Short-Term Bond, while DBC is Commodities. NUSA tracks ICE BofA Enhanced Yield US Broad Bond (1-5 Y), while DBC tracks DBIQ Optimum Yield Diversified Commodity Index Excess Return. They also come from different issuers: Nuveen and Invesco. Their fees differ too: 0.15% for NUSA and 0.85% for DBC.

DBC currently has the higher Sharpe Ratio (2.39 vs 1.98), 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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