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CMDY vs. GSG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CMDY vs. GSG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) and iShares S&P GSCI Commodity-Indexed Trust (GSG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CMDY achieves a 24.16% return, which is significantly lower than GSG's 40.46% return.


CMDY

1D
-1.01%
1M
-3.07%
YTD
24.16%
6M
23.07%
1Y
35.71%
3Y*
15.11%
5Y*
10.49%
10Y*

GSG

1D
-1.49%
1M
-5.32%
YTD
40.46%
6M
38.18%
1Y
49.68%
3Y*
18.78%
5Y*
15.39%
10Y*
7.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CMDY vs. GSG - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
CMDY
iShares Bloomberg Roll Select Commodity Strategy ETF
24.16%15.81%5.43%-9.33%14.55%26.38%1.15%4.96%-11.11%
GSG
iShares S&P GSCI Commodity-Indexed Trust
40.46%5.93%8.52%-5.51%24.08%38.77%-23.94%15.62%-15.03%

Correlation

The correlation between CMDY and GSG is 0.86, 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

0.86

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

0.84

Correlation (5Y)
Calculated over the trailing 5-year period

0.84

Correlation (All Time)
Calculated using the full available price history since Apr 6, 2018

0.79

The correlation between CMDY and GSG has been stable across timeframes, ranging from 0.79 to 0.86 - a consistent structural relationship.

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Return for Risk

CMDY vs. GSG — Risk / Return Rank

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

CMDY
CMDY Risk / Return Rank: 7272
Overall Rank
CMDY Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
CMDY Sortino Ratio Rank: 6161
Sortino Ratio Rank
CMDY Omega Ratio Rank: 6868
Omega Ratio Rank
CMDY Calmar Ratio Rank: 8585
Calmar Ratio Rank
CMDY Martin Ratio Rank: 7474
Martin Ratio Rank

GSG
GSG Risk / Return Rank: 7171
Overall Rank
GSG Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
GSG Sortino Ratio Rank: 6060
Sortino Ratio Rank
GSG Omega Ratio Rank: 6666
Omega Ratio Rank
GSG Calmar Ratio Rank: 8989
Calmar Ratio Rank
GSG Martin Ratio Rank: 7474
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.

CMDY vs. GSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) and iShares S&P GSCI Commodity-Indexed Trust (GSG). 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.


CMDYGSGDifference
Sharpe ratioReturn per unit of total volatility

+0.06

Sortino ratioReturn per unit of downside risk

+0.04

Omega ratioGain probability vs. loss probability

1.40

1.39

+0.01

Calmar ratioReturn relative to maximum drawdown

4.64

5.28

-0.64

Martin ratioReturn relative to average drawdown

13.86

13.78

+0.08

CMDY vs. GSG - Sharpe Ratio Comparison

The current CMDY Sharpe Ratio is 2.23, which is comparable to the GSG Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of CMDY and GSG, 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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Sharpe Ratios by Period


CMDYGSGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.23

2.17

+0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.68

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

-0.09

+0.64

Drawdowns

CMDY vs. GSG - Drawdown Comparison

The maximum CMDY drawdown since its inception was -31.19%, smaller than the maximum GSG drawdown of -89.62%. Use the drawdown chart below to compare losses from any high point for CMDY and GSG.


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Drawdown Indicators


CMDYGSGDifference

Max Drawdown

Largest peak-to-trough decline

-31.19%

-89.62%

+58.43%

Max Drawdown (1Y)

Largest decline over 1 year

-7.73%

-9.46%

+1.73%

Max Drawdown (3Y)

Largest decline over 3 years

-10.08%

-14.94%

+4.86%

Max Drawdown (5Y)

Largest decline over 5 years

-26.56%

-29.12%

+2.56%

Max Drawdown (10Y)

Largest decline over 10 years

-57.64%

Current Drawdown

Current decline from peak

-4.95%

-57.59%

+52.64%

Average Drawdown

Average peak-to-trough decline

-13.14%

-63.71%

+50.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.58%

3.62%

-1.04%

Volatility

CMDY vs. GSG - Volatility Comparison

The current volatility for iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) is 5.11%, while iShares S&P GSCI Commodity-Indexed Trust (GSG) has a volatility of 7.72%. This indicates that CMDY experiences smaller price fluctuations and is considered to be less risky than GSG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CMDYGSGDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.11%

7.72%

-2.61%

Volatility (6M)

Calculated over the trailing 6-month period

14.25%

20.48%

-6.23%

Volatility (1Y)

Calculated over the trailing 1-year period

16.10%

23.01%

-6.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.80%

22.61%

-6.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.63%

22.03%

-7.40%

CMDY vs. GSG - Expense Ratio Comparison

CMDY has a 0.28% expense ratio, which is lower than GSG's 0.75% expense ratio.


Dividends

CMDY vs. GSG - Dividend Comparison

CMDY's dividend yield for the trailing twelve months is around 10.38%, while GSG has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
CMDY
iShares Bloomberg Roll Select Commodity Strategy ETF
10.38%12.89%4.23%5.10%3.98%16.09%0.15%2.21%1.73%
GSG
iShares S&P GSCI Commodity-Indexed Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


CMDY and GSG have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GSG has higher volatility (7.72%) compared to CMDY (5.11%). In terms of maximum drawdown, CMDY dropped -31.19% vs GSG's -89.62%.

On 5-year performance, GSG leads with 15.39% vs 10.49% for CMDY. On fees, CMDY is cheaper at 0.28% per year. On volatility, CMDY has been the lower-risk option at 5.11%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, GSG has performed better with a 15.39% return vs 10.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

CMDY is cheaper with a 0.28% expense ratio, compared with 0.75% for GSG.

CMDY has the higher dividend yield at 10.38%, compared with 0.00% for GSG.

CMDY tracks Bloomberg Roll Select Commodity Total Return Index, while GSG tracks S&P GSCI Total Return Index. Their fees differ too: 0.28% for CMDY and 0.75% for GSG.

CMDY currently has the higher Sharpe Ratio (2.23 vs 2.17), 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.

Portfolio Optimizer

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