IBAT vs DBE

AIBAT

BDBE

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$22,698DBE

Lowest cost0.47%IBAT · $47 on $10k

Most income1.88%DBE · $188 on $10k

Smallest drop−24.7%DBE · worst fall in 1Y

Held in common0.0%IBAT and DBE

IBAT

DBE

iShares Energy Storage & Materials ETF · $55MInvesco DB Energy Fund · $142M

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

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

0.47%Expense ratio$47 · $79 on $10k · lower wins0.79%

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

−25.9%Worst dropSmaller wins−24.7%

32.1%VolatilityLower wins41.3%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsIBAT · DBE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDBE	Invesco DB Energy FundRead Desk		0.79%	1.88%	−7.1%	+105.2%	+93.4%	+22.3%	+17.8%	−24.7%	$142M
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.84%	+0.8%	+27.5%	+13.5%	new	new	−25.9%	$55M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDBE	Invesco DB Energy FundRead Desk		0.79%	1.88%	−7.1%	+105.2%	+93.4%	+22.3%	+17.8%	−24.7%	$142M
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.84%	+0.8%	+27.5%	+13.5%	new	new	−25.9%	$55M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBAT vs DBE

IBAT

iShares Energy Storage & Materials

[…]

DBE

Invesco DB Energy Fund

$22,698

MeasureIBATDBE

Fee0.47%0.79%

Cost on $10k a year$47$79

Yield0.84%1.88%

5 years, per year[…]+17.8%

3 years, per year[…]+22.3%

Worst drop · 1Y−25.9%−24.7%

Volatility · 1Y32.1%41.3%

2–2measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

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