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PFM vs. DBC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PFM vs. DBC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Dividend Achievers™ ETF (PFM) 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, PFM achieves a 7.57% return, which is significantly lower than DBC's 23.57% return. Over the past 10 years, PFM has outperformed DBC with an annualized return of 11.63%, while DBC has yielded a comparatively lower 7.81% annualized return.


PFM

1D
0.18%
1M
1.65%
YTD
7.57%
6M
8.12%
1Y
19.29%
3Y*
15.06%
5Y*
11.29%
10Y*
11.63%

DBC

1D
-0.29%
1M
-12.59%
YTD
23.57%
6M
25.87%
1Y
23.42%
3Y*
10.38%
5Y*
11.27%
10Y*
7.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PFM vs. DBC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PFM
Invesco Dividend Achievers™ ETF
7.57%14.00%16.87%11.40%-6.22%23.08%9.53%26.88%-4.58%17.65%
DBC
Invesco DB Commodity Index Tracking Fund
23.57%8.10%2.18%-6.19%19.34%41.36%-7.84%11.84%-11.63%4.86%

Correlation

The correlation between PFM and DBC is -0.12, 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

-0.12

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

0.04

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

0.16

Correlation (10Y)
Calculated over the trailing 10-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Feb 6, 2006

0.28

The correlation between PFM and DBC shifts across timeframes, from -0.12 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

PFM vs. DBC — Risk / Return Rank

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

PFM
PFM Risk / Return Rank: 6565
Overall Rank
PFM Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
PFM Sortino Ratio Rank: 7070
Sortino Ratio Rank
PFM Omega Ratio Rank: 6565
Omega Ratio Rank
PFM Calmar Ratio Rank: 5858
Calmar Ratio Rank
PFM Martin Ratio Rank: 6464
Martin Ratio Rank

DBC
DBC Risk / Return Rank: 3737
Overall Rank
DBC Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
DBC Sortino Ratio Rank: 3434
Sortino Ratio Rank
DBC Omega Ratio Rank: 3535
Omega Ratio Rank
DBC Calmar Ratio Rank: 3838
Calmar Ratio Rank
DBC Martin Ratio Rank: 4040
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.

PFM vs. DBC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Dividend Achievers™ ETF (PFM) 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.

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.


PFMDBCDifference
Sharpe ratioReturn per unit of total volatility

+0.77

Sortino ratioReturn per unit of downside risk

+1.22

Omega ratioGain probability vs. loss probability

1.37

1.23

+0.14

Calmar ratioReturn relative to maximum drawdown

2.73

1.84

+0.89

Martin ratioReturn relative to average drawdown

11.07

6.05

+5.02

PFM vs. DBC - Sharpe Ratio Comparison

The current PFM Sharpe Ratio is 2.03, which is higher than the DBC Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of PFM 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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Drawdowns

PFM vs. DBC - Drawdown Comparison

The maximum PFM drawdown since its inception was -53.21%, smaller than the maximum DBC drawdown of -76.36%. Use the drawdown chart below to compare losses from any high point for PFM and DBC.


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Drawdown Indicators


PFMDBCDifference

Max Drawdown

Largest peak-to-trough decline

-53.21%

-76.36%

+23.15%

Max Drawdown (1Y)

Largest decline over 1 year

-7.09%

-12.81%

+5.72%

Max Drawdown (3Y)

Largest decline over 3 years

-14.50%

-13.82%

-0.68%

Max Drawdown (5Y)

Largest decline over 5 years

-17.81%

-27.34%

+9.53%

Max Drawdown (10Y)

Largest decline over 10 years

-32.22%

-41.71%

+9.49%

Current Drawdown

Current decline from peak

-0.88%

-28.52%

+27.64%

Average Drawdown

Average peak-to-trough decline

-6.93%

-46.18%

+39.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.75%

3.88%

-2.13%

Volatility

PFM vs. DBC - Volatility Comparison

The current volatility for Invesco Dividend Achievers™ ETF (PFM) is 2.50%, while Invesco DB Commodity Index Tracking Fund (DBC) has a volatility of 4.93%. This indicates that PFM 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


PFMDBCDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.50%

4.93%

-2.43%

Volatility (6M)

Calculated over the trailing 6-month period

7.22%

16.16%

-8.94%

Volatility (1Y)

Calculated over the trailing 1-year period

9.54%

18.70%

-9.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.53%

19.20%

-5.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.21%

17.80%

-2.59%

PFM vs. DBC - Expense Ratio Comparison

PFM has a 0.53% expense ratio, which is lower than DBC's 0.85% expense ratio.


Dividends

PFM vs. DBC - Dividend Comparison

PFM's dividend yield for the trailing twelve months is around 1.34%, less than DBC's 2.69% yield.


PositionTTM20252024202320222021202020192018201720162015
DBC
Invesco DB Commodity Index Tracking Fund
2.69%3.33%5.22%4.94%0.59%0.00%0.00%1.59%1.30%0.00%0.00%0.00%
PFM
Invesco Dividend Achievers™ ETF
1.34%1.41%1.58%1.86%1.95%1.69%1.92%1.94%2.27%1.70%2.56%2.36%

Frequently Asked Questions


PFM and DBC have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DBC has higher volatility (4.93%) compared to PFM (2.50%). In terms of maximum drawdown, PFM dropped -53.21% vs DBC's -76.36%.

On 10-year performance, PFM leads with 11.63% vs 7.81% for DBC. On fees, PFM is cheaper at 0.53% per year. On volatility, PFM has been the lower-risk option at 2.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, PFM has performed better with a 11.63% return vs 7.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PFM is cheaper with a 0.53% expense ratio, compared with 0.85% for DBC.

DBC has the higher dividend yield at 2.69%, compared with 1.34% for PFM.

PFM is categorized as Large Cap Growth Equities, while DBC is Commodities. PFM tracks NASDAQ US Broad Dividend Achievers Index, while DBC tracks DBIQ Optimum Yield Diversified Commodity Index Excess Return. Their fees differ too: 0.53% for PFM and 0.85% for DBC.

PFM currently has the higher Sharpe Ratio (2.03 vs 1.26), 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

Find the right allocation for PFM and DBC

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