OILU vs. DBE
Compare and contrast key facts about MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN (OILU) and Invesco DB Energy Fund (DBE).
OILU and DBE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OILU is managed by BMO. It was launched on Mar 24, 2017. DBE is a passively managed fund by Invesco that tracks the performance of the DBIQ Optimum Yield Energy Index. It was launched on Jan 5, 2007.
Performance
OILU vs. DBE - Performance Comparison
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OILU vs. DBE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
OILU MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN | 137.69% | -16.50% | -21.65% | -32.50% | 151.08% | -17.87% |
DBE Invesco DB Energy Fund | 68.74% | -2.17% | 2.96% | -12.14% | 33.77% | -7.22% |
Returns By Period
In the year-to-date period, OILU achieves a 137.69% return, which is significantly higher than DBE's 68.74% return.
OILU
- 1D
- -4.17%
- 1M
- 33.09%
- YTD
- 137.69%
- 6M
- 126.29%
- 1Y
- 64.88%
- 3Y*
- 11.21%
- 5Y*
- —
- 10Y*
- —
DBE
- 1D
- -3.79%
- 1M
- 43.62%
- YTD
- 68.74%
- 6M
- 60.99%
- 1Y
- 56.23%
- 3Y*
- 18.11%
- 5Y*
- 19.81%
- 10Y*
- 13.36%
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OILU vs. DBE - Expense Ratio Comparison
OILU has a 0.95% expense ratio, which is higher than DBE's 0.78% expense ratio.
Return for Risk
OILU vs. DBE — Risk / Return Rank
OILU
DBE
OILU vs. DBE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN (OILU) 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.
| OILU | DBE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.79 | -0.93 |
Sortino ratioReturn per unit of downside risk | 1.43 | 2.42 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.32 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 4.08 | -2.72 |
Martin ratioReturn relative to average drawdown | 2.31 | 7.27 | -4.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OILU | DBE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.79 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.70 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.08 | +0.16 |
Correlation
The correlation between OILU and DBE is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
OILU vs. DBE - Dividend Comparison
OILU has not paid dividends to shareholders, while DBE's dividend yield for the trailing twelve months is around 2.29%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
OILU MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DBE Invesco DB Energy Fund | 2.29% | 3.86% | 6.32% | 3.87% | 0.75% | 0.00% | 0.00% | 1.79% | 1.67% |
Drawdowns
OILU vs. DBE - Drawdown Comparison
The maximum OILU drawdown since its inception was -81.00%, smaller than the maximum DBE drawdown of -86.69%. Use the drawdown chart below to compare losses from any high point for OILU and DBE.
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Drawdown Indicators
| OILU | DBE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.00% | -86.69% | +5.69% |
Max Drawdown (1Y)Largest decline over 1 year | -52.04% | -14.70% | -37.34% |
Max Drawdown (5Y)Largest decline over 5 years | — | -38.74% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -60.84% | — |
Current DrawdownCurrent decline from peak | -36.07% | -35.94% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -50.73% | -57.53% | +6.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.72% | 8.26% | +22.46% |
Volatility
OILU vs. DBE - Volatility Comparison
MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETN (OILU) and Invesco DB Energy Fund (DBE) have volatilities of 16.19% and 17.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OILU | DBE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.19% | 17.01% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 42.42% | 25.33% | +17.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 76.32% | 31.66% | +44.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 81.18% | 28.66% | +52.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 81.18% | 27.87% | +53.31% |