OCTT vs. DBE
OCTT (AllianzIM U.S. Large Cap Buffer10 Oct ETF) and DBE (Invesco DB Energy Fund) are both exchange-traded funds - OCTT is a Options Trading fund actively managed by Allianz, while DBE is a Oil & Gas fund tracking the DBIQ Optimum Yield Energy Index. OCTT is actively managed, while DBE is passively managed. Over the past 5 years, OCTT returned 10.65%/yr vs 16.46%/yr for DBE. Their 0.07 correlation means their historical movements had little consistent relationship. OCTT charges 0.74%/yr vs 0.78%/yr for DBE.
Performance
OCTT vs. DBE - Performance Comparison
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Returns By Period
In the year-to-date period, OCTT achieves a 9.31% return, which is significantly lower than DBE's 63.93% return.
OCTT
- 1D
- 0.67%
- 1M
- 2.09%
- 6M
- 8.47%
- YTD
- 9.31%
- 1Y
- 16.58%
- 3Y*
- 13.56%
- 5Y*
- 10.65%
- 10Y*
- —
- ALL TIME*
- 11.61%
DBE
- 1D
- -4.28%
- 1M
- 11.01%
- 6M
- 47.49%
- YTD
- 63.93%
- 1Y
- 55.67%
- 3Y*
- 13.55%
- 5Y*
- 16.46%
- 10Y*
- 11.75%
- ALL TIME*
- 2.06%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.35M | $1.09M | $1.64M | |
| $102.89K | $799.31K | $534.20K |
OCTT vs. DBE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
OCTT AllianzIM U.S. Large Cap Buffer10 Oct ETF | 9.31% | 13.86% | 11.87% | 20.92% | -7.10% | 13.55% | 6.96% |
DBE Invesco DB Energy Fund | 63.93% | -2.17% | 2.96% | -12.14% | 33.77% | 57.56% | 13.51% |
Correlation
The correlation between OCTT and DBE is -0.30, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.30 |
Correlation (3Y) Balances recent behavior with more history. | -0.11 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.04 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2020 | 0.07 |
The correlation between OCTT and DBE shifts across timeframes, from -0.30 (1 year) to 0.07 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
OCTT vs. DBE — Risk / Return Rank
OCTT
DBE
OCTT vs. DBE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AllianzIM U.S. Large Cap Buffer10 Oct ETF (OCTT) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OCTT | DBE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.60 | ||
| Sortino ratioReturn per unit of downside risk | +0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.26 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.86 | 2.26 | +0.60 |
| Martin ratioReturn relative to average drawdown | 13.84 | 7.03 | +6.81 |
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Drawdowns
OCTT vs. DBE - Drawdown Comparison
The maximum OCTT drawdown since its inception was -13.49%, smaller than the maximum DBE drawdown of -86.69%. Use the drawdown chart below to compare losses from any high point for OCTT and DBE.
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Drawdown Indicators
| OCTT | DBE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.49% | -86.69% | +73.20% |
Max Drawdown (1Y)Largest decline over 1 year | -5.81% | -24.72% | +18.91% |
Max Drawdown (3Y)Largest decline over 3 years | -13.04% | -24.72% | +11.68% |
Max Drawdown (5Y)Largest decline over 5 years | -13.49% | -38.74% | +25.25% |
Max Drawdown (10Y)Largest decline over 10 years | — | -60.84% | — |
Current DrawdownCurrent decline from peak | 0.00% | -37.77% | +37.77% |
Average DrawdownAverage peak-to-trough decline | -1.99% | -57.12% | +55.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 7.95% | -6.75% |
Volatility
OCTT vs. DBE - Volatility Comparison
The current volatility for AllianzIM U.S. Large Cap Buffer10 Oct ETF (OCTT) is 2.29%, while Invesco DB Energy Fund (DBE) has a volatility of 15.88%. This indicates that OCTT 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
| OCTT | DBE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.29% | 15.88% | -13.59% |
Volatility (6M)Calculated over the trailing 6-month period | 6.34% | 33.82% | -27.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.06% | 37.86% | -29.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.54% | 30.19% | -19.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.16% | 28.64% | -18.48% |
OCTT vs. DBE - Expense Ratio Comparison
OCTT has a 0.74% expense ratio, which is lower than DBE's 0.78% expense ratio.
Dividends
OCTT vs. DBE - Dividend Comparison
OCTT has not paid dividends to shareholders, while DBE's dividend yield for the trailing twelve months is around 2.36%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
DBE Invesco DB Energy Fund | 2.36% | 3.86% | 6.32% | 3.87% | 0.75% | 0.00% | 0.00% | 1.79% | 1.67% |
OCTT AllianzIM U.S. Large Cap Buffer10 Oct ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
OCTT and DBE have a correlation of -0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DBE has higher volatility (15.88%) compared to OCTT (2.29%). In terms of maximum drawdown, OCTT dropped -13.49% vs DBE's -86.69%.
On 5-year performance, DBE leads with 16.46% vs 10.65% for OCTT. On fees, OCTT is cheaper at 0.74% per year. On volatility, OCTT has been the lower-risk option at 2.29%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, DBE has performed better with a 16.46% return vs 10.65%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
OCTT is cheaper with a 0.74% expense ratio, compared with 0.78% for DBE.
DBE has the higher dividend yield at 2.36%, compared with 0.00% for OCTT.
OCTT is categorized as Options Trading, while DBE is Oil & Gas. They also come from different issuers: Allianz and Invesco. Their fees differ too: 0.74% for OCTT and 0.78% for DBE.
OCTT currently has the higher Sharpe Ratio (2.08 vs 1.48), 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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