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CMDT vs. PDBC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CMDT vs. PDBC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CMDT achieves a 14.74% return, which is significantly lower than PDBC's 23.47% return.


CMDT

1D
-0.69%
1M
-7.81%
YTD
14.74%
6M
15.38%
1Y
20.78%
3Y*
13.20%
5Y*
10Y*

PDBC

1D
-0.85%
1M
-10.11%
YTD
23.47%
6M
23.29%
1Y
22.26%
3Y*
10.44%
5Y*
10.25%
10Y*
7.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CMDT vs. PDBC - Yearly Performance Comparison


Correlation

The correlation between CMDT and PDBC is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.88

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

0.90

Correlation (All Time)
Calculated using the full available price history since May 10, 2023

0.90

The correlation between CMDT and PDBC has been stable across timeframes, ranging from 0.88 to 0.90 - a consistent structural relationship.

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Return for Risk

CMDT vs. PDBC — Risk / Return Rank

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

CMDT
CMDT Risk / Return Rank: 4848
Overall Rank
CMDT Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
CMDT Sortino Ratio Rank: 4848
Sortino Ratio Rank
CMDT Omega Ratio Rank: 4545
Omega Ratio Rank
CMDT Calmar Ratio Rank: 4343
Calmar Ratio Rank
CMDT Martin Ratio Rank: 5757
Martin Ratio Rank

PDBC
PDBC Risk / Return Rank: 3535
Overall Rank
PDBC Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
PDBC Sortino Ratio Rank: 3232
Sortino Ratio Rank
PDBC Omega Ratio Rank: 3333
Omega Ratio Rank
PDBC Calmar Ratio Rank: 3434
Calmar Ratio Rank
PDBC Martin Ratio Rank: 4444
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.

CMDT vs. PDBC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC). 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.


CMDTPDBCDifference
Sharpe ratioReturn per unit of total volatility

+0.46

Sortino ratioReturn per unit of downside risk

+0.64

Omega ratioGain probability vs. loss probability

1.28

1.21

+0.07

Calmar ratioReturn relative to maximum drawdown

2.07

1.66

+0.41

Martin ratioReturn relative to average drawdown

9.74

7.01

+2.73

CMDT vs. PDBC - Sharpe Ratio Comparison

The current CMDT Sharpe Ratio is 1.66, which is higher than the PDBC Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of CMDT and PDBC, 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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Drawdowns

CMDT vs. PDBC - Drawdown Comparison

The maximum CMDT drawdown since its inception was -10.09%, smaller than the maximum PDBC drawdown of -49.52%. Use the drawdown chart below to compare losses from any high point for CMDT and PDBC.


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Drawdown Indicators


CMDTPDBCDifference

Max Drawdown

Largest peak-to-trough decline

-10.09%

-49.52%

+39.43%

Max Drawdown (1Y)

Largest decline over 1 year

-10.09%

-13.48%

+3.39%

Max Drawdown (3Y)

Largest decline over 3 years

-10.09%

-13.95%

+3.86%

Max Drawdown (5Y)

Largest decline over 5 years

-27.63%

Max Drawdown (10Y)

Largest decline over 10 years

-40.73%

Current Drawdown

Current decline from peak

-10.09%

-13.48%

+3.39%

Average Drawdown

Average peak-to-trough decline

-2.76%

-23.15%

+20.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.28%

4.04%

-1.76%

Volatility

CMDT vs. PDBC - Volatility Comparison

The current volatility for PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) is 3.18%, while Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) has a volatility of 4.38%. This indicates that CMDT experiences smaller price fluctuations and is considered to be less risky than PDBC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CMDTPDBCDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.18%

4.38%

-1.20%

Volatility (6M)

Calculated over the trailing 6-month period

10.52%

16.17%

-5.65%

Volatility (1Y)

Calculated over the trailing 1-year period

12.62%

18.73%

-6.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.23%

19.15%

-6.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.23%

17.78%

-5.55%

CMDT vs. PDBC - Expense Ratio Comparison

CMDT has a 0.65% expense ratio, which is higher than PDBC's 0.58% expense ratio.


Dividends

CMDT vs. PDBC - Dividend Comparison

CMDT's dividend yield for the trailing twelve months is around 2.64%, less than PDBC's 3.11% yield.


PositionTTM2025202420232022202120202019201820172016
CMDT
PIMCO Commodity Strategy Active Exchange-Traded Fund
2.64%3.04%8.80%2.71%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
3.11%3.84%4.42%4.21%13.05%50.83%0.01%1.40%1.00%3.83%6.51%

Frequently Asked Questions


CMDT and PDBC have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PDBC has higher volatility (4.38%) compared to CMDT (3.18%). In terms of maximum drawdown, CMDT dropped -10.09% vs PDBC's -49.52%.

On 3-year performance, CMDT leads with 13.20% vs 10.44% for PDBC. On fees, PDBC is cheaper at 0.58% per year. On volatility, CMDT has been the lower-risk option at 3.18%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, CMDT has performed better with a 13.20% return vs 10.44%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PDBC is cheaper with a 0.58% expense ratio, compared with 0.65% for CMDT.

PDBC has the higher dividend yield at 3.11%, compared with 2.64% for CMDT.

They also come from different issuers: PIMCO and Invesco. Their fees differ too: 0.65% for CMDT and 0.58% for PDBC.

CMDT currently has the higher Sharpe Ratio (1.66 vs 1.20), 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.

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