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RDVY vs. DBE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RDVY vs. DBE

Last updated Jun 6, 2026

RDVY (First Trust Rising Dividend Achievers ETF) and DBE (Invesco DB Energy Fund) are both exchange-traded funds - RDVY is a Large Cap Blend Equities fund tracking the NASDAQ US Rising Dividend Achievers, while DBE is a Oil & Gas fund tracking the DBIQ Optimum Yield Energy Index. Both are passively managed. Over the past 10 years, RDVY returned 15.43%/yr vs 11.19%/yr for DBE. At a 0.25 correlation, their price movements are largely independent. RDVY charges 0.50%/yr vs 0.78%/yr for DBE.

Performance

RDVY vs. DBE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Rising Dividend Achievers ETF (RDVY) 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, RDVY achieves a 9.04% return, which is significantly lower than DBE's 75.49% return. Over the past 10 years, RDVY has outperformed DBE with an annualized return of 15.43%, while DBE has yielded a comparatively lower 11.19% annualized return.

RDVY

1D
-1.82%
1M
0.05%
YTD
9.04%
6M
9.66%
1Y
25.81%
3Y*
19.70%
5Y*
10.85%
10Y*
15.43%

DBE

1D
-1.98%
1M
-1.03%
YTD
75.49%
6M
64.58%
1Y
76.30%
3Y*
21.68%
5Y*
18.57%
10Y*
11.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RDVY vs. DBE - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
RDVY
First Trust Rising Dividend Achievers ETF		9.04%18.90%16.41%20.38%-13.27%31.14%13.47%37.71%-9.92%22.75%
DBE
Invesco DB Energy Fund		75.49%-2.17%2.96%-12.14%33.77%57.56%-25.91%19.72%-12.95%5.21%

Correlation

The correlation between RDVY and DBE is -0.31, 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

-0.31

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

0.01

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

0.17

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

0.23

Correlation (All Time)
Calculated using the full available price history since Jan 8, 2014

0.25

The correlation between RDVY and DBE shifts across timeframes, from -0.31 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

First Trust Rising Dividend Achievers ETF

Invesco DB Energy Fund

Often compared with RDVY:
RDVY vs. SCHDRDVY vs. DGRORDVY vs. SPYRDVY vs. DGRWRDVY vs. VOORDVY vs. DVYRDVY vs. QQQX
Often compared with DBE:
DBE vs. DBBDBE vs. XLEDBE vs. VDEDBE vs. XLKDBE vs. COMTDBE vs. GLDDBE vs. TIP

Return for Risk

RDVY vs. DBE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RDVY
RDVY Risk / Return Rank: 5959
Overall Rank
RDVY Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
RDVY Sortino Ratio Rank: 5757
Sortino Ratio Rank
RDVY Omega Ratio Rank: 5454
Omega Ratio Rank
RDVY Calmar Ratio Rank: 6060
Calmar Ratio Rank
RDVY Martin Ratio Rank: 6767
Martin Ratio Rank
DBE
DBE Risk / Return Rank: 6969
Overall Rank
DBE Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
DBE Sortino Ratio Rank: 6161
Sortino Ratio Rank
DBE Omega Ratio Rank: 6363
Omega Ratio Rank
DBE Calmar Ratio Rank: 9090
Calmar Ratio Rank
DBE Martin Ratio Rank: 6060
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.

RDVY vs. DBE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Rising Dividend Achievers ETF (RDVY) 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.

RDVYDBEDifference
Sharpe ratioReturn per unit of total volatility
1.83
2.18

-0.35

Sortino ratioReturn per unit of downside risk
2.62
2.74

-0.12

Omega ratioGain probability vs. loss probability

1.32

1.37

-0.04

Calmar ratioReturn relative to maximum drawdown

2.87

5.32

-2.45

Martin ratioReturn relative to average drawdown

12.05

10.35

+1.70

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RDVY vs. DBE - Sharpe Ratio Comparison

The current RDVY Sharpe Ratio is 1.83, which is comparable to the DBE Sharpe Ratio of 2.18. The chart below compares the historical Sharpe Ratios of RDVY 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

RDVYDBEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.83

2.18

-0.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.63

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

0.40

+0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.09

+0.57

Drawdowns

RDVY vs. DBE - Drawdown Comparison

The maximum RDVY drawdown since its inception was -40.60%, smaller than the maximum DBE drawdown of -86.69%. Use the drawdown chart below to compare losses from any high point for RDVY and DBE.

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Drawdown Indicators

RDVYDBEDifference

Max Drawdown

Largest peak-to-trough decline

-40.60%

-86.69%

+46.09%

Max Drawdown (1Y)

Largest decline over 1 year

-9.04%

-14.41%

+5.37%

Max Drawdown (3Y)

Largest decline over 3 years

-19.11%

-23.89%

+4.78%

Max Drawdown (5Y)

Largest decline over 5 years

-25.32%

-38.74%

+13.42%

Max Drawdown (10Y)

Largest decline over 10 years

-40.60%

-60.84%

+20.24%

Current Drawdown

Current decline from peak

-1.82%

-33.38%

+31.56%

Average Drawdown

Average peak-to-trough decline

-5.00%

-57.30%

+52.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.15%

7.39%

-5.24%

Volatility

RDVY vs. DBE - Volatility Comparison

The current volatility for First Trust Rising Dividend Achievers ETF (RDVY) is 4.26%, while Invesco DB Energy Fund (DBE) has a volatility of 11.07%. This indicates that RDVY 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

RDVYDBEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.26%

11.07%

-6.81%

Volatility (6M)

Calculated over the trailing 6-month period

11.13%

31.06%

-19.93%

Volatility (1Y)

Calculated over the trailing 1-year period

14.16%

35.12%

-20.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.93%

29.41%

-10.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.11%

28.34%

-7.23%

RDVY vs. DBE - Expense Ratio Comparison

RDVY has a 0.50% expense ratio, which is lower than DBE's 0.78% expense ratio.

Dividends

RDVY vs. DBE - Dividend Comparison

RDVY's dividend yield for the trailing twelve months is around 0.93%, less than DBE's 2.20% yield.

PositionTTM20252024202320222021202020192018201720162015
DBE
Invesco DB Energy Fund		2.20%3.86%6.32%3.87%0.75%0.00%0.00%1.79%1.67%0.00%0.00%0.00%
RDVY
First Trust Rising Dividend Achievers ETF		0.93%1.11%1.64%2.09%2.21%1.04%1.53%1.55%1.68%1.25%2.07%2.14%

Frequently Asked Questions

RDVY and DBE have a correlation of -0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DBE has higher volatility (11.07%) compared to RDVY (4.26%). In terms of maximum drawdown, RDVY dropped -40.60% vs DBE's -86.69%.

On 10-year performance, RDVY leads with 15.43% vs 11.19% for DBE. On fees, RDVY is cheaper at 0.50% per year. On volatility, RDVY has been the lower-risk option at 4.26%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, RDVY has performed better with a 15.43% return vs 11.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RDVY is cheaper with a 0.50% expense ratio, compared with 0.78% for DBE.

DBE has the higher dividend yield at 2.20%, compared with 0.93% for RDVY.

RDVY is categorized as Large Cap Blend Equities, while DBE is Oil & Gas. RDVY tracks NASDAQ US Rising Dividend Achievers, while DBE tracks DBIQ Optimum Yield Energy Index. They also come from different issuers: First Trust and Invesco. Their fees differ too: 0.50% for RDVY and 0.78% for DBE.

DBE currently has the higher Sharpe Ratio (2.18 vs 1.83), 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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