DBC vs SPXU

Invesco DB Commodity Index Tracking Fund vs ProShares UltraPro Short S&P500

Quick take
  • DBC has the lower expense ratio at 0.85% vs 0.90% for SPXU.
  • SPXU pays a higher dividend yield (6.85%).

Side-by-side metrics

MetricDBCSPXU
Expense ratio
Annual fee. Lower is better.
0.85%0.90%
Dividend yield
Trailing 12-month yield.
2.80%6.85%
AUM
Assets under management — bigger funds are typically more liquid.
$1.58B$427M
YTD return
24.33%-23.50%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.05-2.75
P/E ratio
6.66
Last price
$27.54$36.42
Inception
Issuer
InvescoProShares

DBC top holdings

Top holdings · DBC
AGPXXInvesco Shrt-Trm Inv Gov&Agcy Instl37.02%
BRNZ26Brent Crude Future Oct 267.56%
TBLLInvesco Short Term Treasury ETF6.59%

SPXU top holdings

Top holdings · SPXU
IQMMProShares GENIUS Money Market ETF78.53%

About DBC

DBC (Invesco DB Commodity Index Tracking Fund) is Diversified commodity basket. Managed by Invesco, the fund carries $1.6B in assets under management, an expense ratio of 0.85%, a dividend yield of 2.80%. Its largest holding is Invesco Shrt-Trm Inv Gov&Agcy Instl (AGPXX), which represents 37.0% of the portfolio.

About SPXU

SPXU (ProShares UltraPro Short S&P500) is 3x inverse daily performance of the S&P 500. Managed by ProShares, the fund carries $427M in assets under management, an expense ratio of 0.90%, a dividend yield of 6.85%. Its largest holding is ProShares GENIUS Money Market ETF (IQMM), which represents 78.5% of the portfolio.