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PJIO vs. DBE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PJIO vs. DBE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PGIM Jennison International Opportunities ETF (PJIO) 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, PJIO achieves a 9.45% return, which is significantly lower than DBE's 83.68% return.


PJIO

1D
-1.00%
1M
9.29%
YTD
9.45%
6M
7.89%
1Y
10.77%
3Y*
5Y*
10Y*

DBE

1D
2.33%
1M
-5.45%
YTD
83.68%
6M
74.95%
1Y
84.41%
3Y*
23.42%
5Y*
19.66%
10Y*
12.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PJIO vs. DBE - Yearly Performance Comparison


2026 (YTD)202520242023
PJIO
PGIM Jennison International Opportunities ETF
9.45%17.75%4.59%-0.44%
DBE
Invesco DB Energy Fund
83.68%-2.17%2.96%-4.29%

Correlation

The correlation between PJIO and DBE is -0.37, 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

-0.37

Correlation (All Time)
Calculated using the full available price history since Dec 20, 2023

-0.12

Over the past year, the inverse relationship between PJIO and DBE has strengthened: their correlation has moved from -0.12 to -0.37, meaning they now move in opposite directions more often than their long-term average.

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Return for Risk

PJIO vs. DBE — Risk / Return Rank

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

PJIO
PJIO Risk / Return Rank: 1717
Overall Rank
PJIO Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
PJIO Sortino Ratio Rank: 1818
Sortino Ratio Rank
PJIO Omega Ratio Rank: 1818
Omega Ratio Rank
PJIO Calmar Ratio Rank: 1616
Calmar Ratio Rank
PJIO Martin Ratio Rank: 1818
Martin Ratio Rank

DBE
DBE Risk / Return Rank: 7171
Overall Rank
DBE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
DBE Sortino Ratio Rank: 6363
Sortino Ratio Rank
DBE Omega Ratio Rank: 6565
Omega Ratio Rank
DBE Calmar Ratio Rank: 9191
Calmar Ratio Rank
DBE Martin Ratio Rank: 6363
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.

PJIO vs. DBE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison International Opportunities ETF (PJIO) 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.


PJIODBEDifference
Sharpe ratioReturn per unit of total volatility

-1.93

Sortino ratioReturn per unit of downside risk

-2.07

Omega ratioGain probability vs. loss probability

1.11

1.40

-0.29

Calmar ratioReturn relative to maximum drawdown

0.56

5.89

-5.33

Martin ratioReturn relative to average drawdown

1.81

11.53

-9.72

PJIO vs. DBE - Sharpe Ratio Comparison

The current PJIO Sharpe Ratio is 0.50, which is lower than the DBE Sharpe Ratio of 2.43. The chart below compares the historical Sharpe Ratios of PJIO 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


PJIODBEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.50

2.43

-1.93

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.09

+0.53

Drawdowns

PJIO vs. DBE - Drawdown Comparison

The maximum PJIO drawdown since its inception was -19.26%, smaller than the maximum DBE drawdown of -86.69%. Use the drawdown chart below to compare losses from any high point for PJIO and DBE.


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Drawdown Indicators


PJIODBEDifference

Max Drawdown

Largest peak-to-trough decline

-19.26%

-86.69%

+67.43%

Max Drawdown (1Y)

Largest decline over 1 year

-19.26%

-14.41%

-4.85%

Max Drawdown (3Y)

Largest decline over 3 years

-23.89%

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

-1.00%

-30.27%

+29.27%

Average Drawdown

Average peak-to-trough decline

-4.27%

-57.31%

+53.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.95%

7.35%

-1.40%

Volatility

PJIO vs. DBE - Volatility Comparison

The current volatility for PGIM Jennison International Opportunities ETF (PJIO) is 9.10%, while Invesco DB Energy Fund (DBE) has a volatility of 12.95%. This indicates that PJIO 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


PJIODBEDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.10%

12.95%

-3.85%

Volatility (6M)

Calculated over the trailing 6-month period

18.76%

30.86%

-12.10%

Volatility (1Y)

Calculated over the trailing 1-year period

21.52%

34.97%

-13.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.71%

29.39%

-8.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.71%

28.33%

-7.62%

PJIO vs. DBE - Expense Ratio Comparison

PJIO has a 0.90% expense ratio, which is higher than DBE's 0.78% expense ratio.


Dividends

PJIO vs. DBE - Dividend Comparison

PJIO's dividend yield for the trailing twelve months is around 0.17%, less than DBE's 2.10% yield.


PositionTTM20252024202320222021202020192018
DBE
Invesco DB Energy Fund
2.10%3.86%6.32%3.87%0.75%0.00%0.00%1.79%1.67%
PJIO
PGIM Jennison International Opportunities ETF
0.17%0.19%0.22%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


PJIO and DBE have a correlation of -0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DBE has higher volatility (12.95%) compared to PJIO (9.10%). In terms of maximum drawdown, PJIO dropped -19.26% vs DBE's -86.69%.

On 1-year performance, DBE leads with 84.41% vs 10.77% for PJIO. On fees, DBE is cheaper at 0.78% per year. On volatility, PJIO has been the lower-risk option at 9.10%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, DBE has performed better with a 84.41% return vs 10.77%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

DBE is cheaper with a 0.78% expense ratio, compared with 0.90% for PJIO.

DBE has the higher dividend yield at 2.10%, compared with 0.17% for PJIO.

PJIO is categorized as Foreign Large Cap Equities, while DBE is Oil & Gas. They also come from different issuers: PGIM and Invesco. Their fees differ too: 0.90% for PJIO and 0.78% for DBE.

DBE currently has the higher Sharpe Ratio (2.43 vs 0.50), 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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