Compare · 2 funds side by side · dividends reinvested

IBAT and DBE

IBATiShares×DBEInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,698DBE · best of the two

02 / 04

IBAT and DBE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco DB Energy FundSectors · Energy0.79%1.88%+105.2%+93.4%+22.3%+17.8%−24.7%41.3%$142M1.3

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.84%+27.5%+13.5%[…][…]−25.9%32.1%$55M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IBAT 2024 · DBE 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Energy Storage & Materials ETF · $55M[…]

IBAT

DBE

Invesco DB Energy Fund · $142M$22,698

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IBATMeasureDBE

+27.5%Year to dateJan 1 → Nov 4+105.2%

+13.5%1 yearTotal return+93.4%

[…]3 years · per year$10,000 became […] · $18,276+22.3%

[…]5 years · per year$10,000 became […] · $22,698+17.8%

0.47%Expense ratio$47 · $79 a year on $10k · lower is better0.79%

0.84%Trailing 12-mo yield$84 · $188 a year on $10k1.88%

−25.9%Worst dropSmaller is better−24.7%

32.1%VolatilityLower is calmer41.3%

IBATDBE Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4DBE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBAT vs DBE: Top 5 Holdings

Today

IBAT

34.3%in top 5

DBE

in top 5100.0%

IBATStockDBE

not top 5AGPXX100.0%

7.5%BEnot top 5

7.2%APDnot top 5

7.2%AI.PAnot top 5

6.5%BAS.DEnot top 5

5.8%6762.Tnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

IBAT vs DBE Returns, Every Period

iSharesIBAT

+13.5%

past year

DBEInvesco

+93.4%

past year

IBATDBEFaded: behind in that period

0–2DBE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IBAT vs DBE

YTD

iSharesIBAT

+27.5%

DBEInvesco

+105.2%

+27.5%Year to date+105.2%

−25.9%Worst drop · 1Y−24.7%

32.1%Volatility · 1Y41.3%

0.8%Yield1.9%

$55.0MAssets$142M

3–1DBE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBAT, DBE

Today

0.47%lowest, IBAT

FundExpense ratioFee$10k

IBAT0.47%$47

DBE0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IBAT, DBE

1.88%highest, DBE

FundTrailing yieldYield$10k

DBE1.88%$188

IBAT0.84%$84

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$109most kept, DBE

DBE$188 − $79 = $109

IBAT$84 − $47 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IBAT, DBE

Today

0.0%most shared, IBAT and DBE

IBATDBE

IBAT—0.0%

DBE0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+93.4%DBE, at 41.3% volatility

IBATWorst drop−25.9%32.1% vol

DBEWorst drop−24.7%41.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DBEIBAT

+105.2%Year to date+27.5%

1.9%Yield0.8%

+93.4%Past year+13.5%

0.79%Fee0.47%

3–1DBE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026