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RNMC vs. DBE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RNMC vs. DBE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Mid Cap US Equity Select ETF (RNMC) 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, RNMC achieves a -1.53% return, which is significantly lower than DBE's 83.68% return.


RNMC

1D
-0.01%
1M
-1.54%
YTD
-1.53%
6M
-1.11%
1Y
-1.10%
3Y*
9.79%
5Y*
4.93%
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)

RNMC vs. DBE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RNMC
First Trust Mid Cap US Equity Select ETF
-1.53%1.77%14.98%16.81%-9.11%26.08%5.71%28.00%-12.85%10.74%
DBE
Invesco DB Energy Fund
83.68%-2.17%2.96%-12.14%33.77%57.56%-25.91%19.72%-12.95%33.55%

Correlation

The correlation between RNMC and DBE is -0.26, 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

-0.26

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

-0.04

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

0.13

Correlation (All Time)
Calculated using the full available price history since Jun 23, 2017

0.19

The correlation between RNMC and DBE shifts across timeframes, from -0.26 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

RNMC vs. DBE — Risk / Return Rank

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

RNMC
RNMC Risk / Return Rank: 77
Overall Rank
RNMC Sharpe Ratio Rank: 88
Sharpe Ratio Rank
RNMC Sortino Ratio Rank: 77
Sortino Ratio Rank
RNMC Omega Ratio Rank: 77
Omega Ratio Rank
RNMC Calmar Ratio Rank: 77
Calmar Ratio Rank
RNMC Martin Ratio Rank: 77
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.

RNMC vs. DBE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Mid Cap US Equity Select ETF (RNMC) 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.


RNMCDBEDifference
Sharpe ratioReturn per unit of total volatility

-2.51

Sortino ratioReturn per unit of downside risk

-2.99

Omega ratioGain probability vs. loss probability

1.00

1.40

-0.40

Calmar ratioReturn relative to maximum drawdown

-0.14

5.89

-6.03

Martin ratioReturn relative to average drawdown

-0.31

11.53

-11.83

RNMC vs. DBE - Sharpe Ratio Comparison

The current RNMC Sharpe Ratio is -0.09, which is lower than the DBE Sharpe Ratio of 2.43. The chart below compares the historical Sharpe Ratios of RNMC 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


RNMCDBEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.09

2.43

-2.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

0.67

-0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.09

+0.29

Drawdowns

RNMC vs. DBE - Drawdown Comparison

The maximum RNMC drawdown since its inception was -43.57%, smaller than the maximum DBE drawdown of -86.69%. Use the drawdown chart below to compare losses from any high point for RNMC and DBE.


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Drawdown Indicators


RNMCDBEDifference

Max Drawdown

Largest peak-to-trough decline

-43.57%

-86.69%

+43.12%

Max Drawdown (1Y)

Largest decline over 1 year

-7.81%

-14.41%

+6.60%

Max Drawdown (3Y)

Largest decline over 3 years

-19.55%

-23.89%

+4.34%

Max Drawdown (5Y)

Largest decline over 5 years

-21.25%

-38.74%

+17.49%

Max Drawdown (10Y)

Largest decline over 10 years

-60.84%

Current Drawdown

Current decline from peak

-7.32%

-30.27%

+22.95%

Average Drawdown

Average peak-to-trough decline

-5.99%

-57.31%

+51.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.60%

7.35%

-3.75%

Volatility

RNMC vs. DBE - Volatility Comparison

The current volatility for First Trust Mid Cap US Equity Select ETF (RNMC) is 3.07%, while Invesco DB Energy Fund (DBE) has a volatility of 12.95%. This indicates that RNMC 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


RNMCDBEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.07%

12.95%

-9.88%

Volatility (6M)

Calculated over the trailing 6-month period

8.22%

30.86%

-22.64%

Volatility (1Y)

Calculated over the trailing 1-year period

12.70%

34.97%

-22.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.09%

29.39%

-11.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.20%

28.33%

-7.13%

RNMC vs. DBE - Expense Ratio Comparison

RNMC has a 0.60% expense ratio, which is lower than DBE's 0.78% expense ratio.


Dividends

RNMC vs. DBE - Dividend Comparison

RNMC's dividend yield for the trailing twelve months is around 0.91%, less than DBE's 2.10% yield.


PositionTTM202520242023202220212020201920182017
DBE
Invesco DB Energy Fund
2.10%3.86%6.32%3.87%0.75%0.00%0.00%1.79%1.67%0.00%
RNMC
First Trust Mid Cap US Equity Select ETF
0.91%0.75%1.12%1.47%1.71%1.21%1.33%1.68%1.67%0.67%

Frequently Asked Questions


RNMC and DBE have a correlation of -0.26, 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 RNMC (3.07%). In terms of maximum drawdown, RNMC dropped -43.57% vs DBE's -86.69%.

On 5-year performance, DBE leads with 19.66% vs 4.93% for RNMC. On fees, RNMC is cheaper at 0.60% per year. On volatility, RNMC has been the lower-risk option at 3.07%. 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 19.66% return vs 4.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RNMC is cheaper with a 0.60% expense ratio, compared with 0.78% for DBE.

DBE has the higher dividend yield at 2.10%, compared with 0.91% for RNMC.

RNMC is categorized as Mid Cap Blend Equities, while DBE is Oil & Gas. RNMC tracks Nasdaq Riskalyze Mid Cap US Equity Select Index, while DBE tracks DBIQ Optimum Yield Energy Index. They also come from different issuers: First Trust and Invesco. Their fees differ too: 0.60% for RNMC and 0.78% for DBE.

DBE currently has the higher Sharpe Ratio (2.43 vs -0.09), 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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