VUSG vs. DBE
VUSG (Vanguard Wellington U.S. Growth Active ETF) and DBE (Invesco DB Energy Fund) are both exchange-traded funds - VUSG is a Large Cap Growth Equities fund actively managed by Vanguard, while DBE is a Oil & Gas fund tracking the DBIQ Optimum Yield Energy Index. VUSG is actively managed, while DBE is passively managed. Their -0.32 correlation means they have often moved in opposite directions in the past. VUSG charges 0.35%/yr vs 0.78%/yr for DBE.
Performance
VUSG vs. DBE - Performance Comparison
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Returns By Period
In the year-to-date period, VUSG achieves a 2.29% return, which is significantly lower than DBE's 78.87% return.
VUSG
- 1D
- 1.14%
- 1M
- -1.39%
- 6M
- 3.08%
- YTD
- 2.29%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
DBE
- 1D
- 1.13%
- 1M
- 21.13%
- 6M
- 53.89%
- YTD
- 78.87%
- 1Y
- 68.62%
- 3Y*
- 17.16%
- 5Y*
- 17.73%
- 10Y*
- 13.17%
- ALL TIME*
- 2.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.24M | $1.18M | $1.76M | |
| $6.54M | $5.67M | $4.59M |
VUSG vs. DBE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
VUSG Vanguard Wellington U.S. Growth Active ETF | 2.29% | 2.62% |
DBE Invesco DB Energy Fund | 78.87% | -6.36% |
Correlation
The correlation between VUSG and DBE is -0.32, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | -0.32 |
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Return for Risk
VUSG vs. DBE — Risk / Return Rank
VUSG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DBE
VUSG vs. DBE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington U.S. Growth Active ETF (VUSG) 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.
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.
| VUSG | DBE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.29 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.59 | — |
| Martin ratioReturn relative to average drawdown | — | 8.14 | — |
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Drawdowns
VUSG vs. DBE - Drawdown Comparison
The maximum VUSG drawdown since its inception was -15.14%, smaller than the maximum DBE drawdown of -86.69%. Use the drawdown chart below to compare losses from any high point for VUSG and DBE.
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Drawdown Indicators
| VUSG | DBE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.14% | -86.69% | +71.55% |
Max Drawdown (1Y)Largest decline over 1 year | — | -24.72% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.72% | — |
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 | -7.01% | -32.09% | +25.08% |
Average DrawdownAverage peak-to-trough decline | -4.03% | -57.13% | +53.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 8.15% | — |
Volatility
VUSG vs. DBE - Volatility Comparison
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Volatility by Period
| VUSG | DBE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 14.12% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 33.95% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.43% | 37.47% | -17.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.43% | 30.09% | -9.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.43% | 28.58% | -8.15% |
VUSG vs. DBE - Expense Ratio Comparison
VUSG has a 0.35% expense ratio, which is lower than DBE's 0.78% expense ratio.
Dividends
VUSG vs. DBE - Dividend Comparison
VUSG's dividend yield for the trailing twelve months is around 0.02%, less than DBE's 2.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
DBE Invesco DB Energy Fund | 2.16% | 3.86% | 6.32% | 3.87% | 0.75% | 0.00% | 0.00% | 1.79% | 1.67% |
VUSG Vanguard Wellington U.S. Growth Active ETF | 0.02% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VUSG and DBE have a correlation of -0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VUSG is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VUSG is cheaper with a 0.35% expense ratio, compared with 0.78% for DBE.
DBE has the higher dividend yield at 2.16%, compared with 0.02% for VUSG.
VUSG is categorized as Large Cap Growth Equities, while DBE is Oil & Gas. They also come from different issuers: Vanguard and Invesco. Their fees differ too: 0.35% for VUSG and 0.78% for DBE.
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