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COM vs. PZT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

COM vs. PZT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Auspice Broad Commodity Strategy ETF (COM) and Invesco New York AMT-Free Municipal Bond ETF (PZT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, COM achieves a 14.96% return, which is significantly higher than PZT's 2.87% return.


COM

1D
-0.76%
1M
-2.14%
YTD
14.96%
6M
14.36%
1Y
22.41%
3Y*
7.16%
5Y*
8.28%
10Y*

PZT

1D
-0.31%
1M
1.38%
YTD
2.87%
6M
3.17%
1Y
9.52%
3Y*
3.35%
5Y*
-0.03%
10Y*
1.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

COM vs. PZT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
COM
Direxion Auspice Broad Commodity Strategy ETF
14.96%7.72%5.81%-2.09%9.17%28.00%6.63%-0.18%-0.03%-2.05%
PZT
Invesco New York AMT-Free Municipal Bond ETF
2.87%1.76%1.17%7.57%-13.04%2.67%5.89%9.52%-0.55%4.74%

Correlation

The correlation between COM and PZT is -0.24, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.24

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

-0.04

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

-0.02

Correlation (All Time)
Calculated using the full available price history since Mar 31, 2017

0.00

The correlation between COM and PZT shifts across timeframes, from -0.24 (1 year) to 0.00 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

COM vs. PZT — Risk / Return Rank

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

COM
COM Risk / Return Rank: 7070
Overall Rank
COM Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
COM Sortino Ratio Rank: 6060
Sortino Ratio Rank
COM Omega Ratio Rank: 6767
Omega Ratio Rank
COM Calmar Ratio Rank: 8787
Calmar Ratio Rank
COM Martin Ratio Rank: 7575
Martin Ratio Rank

PZT
PZT Risk / Return Rank: 6161
Overall Rank
PZT Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
PZT Sortino Ratio Rank: 6060
Sortino Ratio Rank
PZT Omega Ratio Rank: 6666
Omega Ratio Rank
PZT Calmar Ratio Rank: 6161
Calmar Ratio Rank
PZT Martin Ratio Rank: 5858
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.

COM vs. PZT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Auspice Broad Commodity Strategy ETF (COM) and Invesco New York AMT-Free Municipal Bond ETF (PZT). 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.


COMPZTDifference
Sharpe ratioReturn per unit of total volatility

+0.14

Sortino ratioReturn per unit of downside risk

+0.07

Omega ratioGain probability vs. loss probability

1.41

1.40

+0.01

Calmar ratioReturn relative to maximum drawdown

4.95

3.02

+1.94

Martin ratioReturn relative to average drawdown

14.37

10.29

+4.08

COM vs. PZT - Sharpe Ratio Comparison

The current COM Sharpe Ratio is 2.16, which is comparable to the PZT Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of COM and PZT, 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


COMPZTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.16

2.02

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.87

-0.00

+0.87

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

0.37

+0.35

Drawdowns

COM vs. PZT - Drawdown Comparison

The maximum COM drawdown since its inception was -15.95%, smaller than the maximum PZT drawdown of -22.73%. Use the drawdown chart below to compare losses from any high point for COM and PZT.


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Drawdown Indicators


COMPZTDifference

Max Drawdown

Largest peak-to-trough decline

-15.95%

-22.73%

+6.78%

Max Drawdown (1Y)

Largest decline over 1 year

-4.55%

-3.17%

-1.38%

Max Drawdown (3Y)

Largest decline over 3 years

-8.50%

-9.00%

+0.50%

Max Drawdown (5Y)

Largest decline over 5 years

-14.02%

-19.13%

+5.11%

Max Drawdown (10Y)

Largest decline over 10 years

-19.13%

Current Drawdown

Current decline from peak

-4.55%

-1.42%

-3.13%

Average Drawdown

Average peak-to-trough decline

-6.28%

-3.91%

-2.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.56%

0.93%

+0.63%

Volatility

COM vs. PZT - Volatility Comparison

Direxion Auspice Broad Commodity Strategy ETF (COM) has a higher volatility of 4.04% compared to Invesco New York AMT-Free Municipal Bond ETF (PZT) at 2.10%. This indicates that COM's price experiences larger fluctuations and is considered to be riskier than PZT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


COMPZTDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.04%

2.10%

+1.94%

Volatility (6M)

Calculated over the trailing 6-month period

8.60%

3.45%

+5.15%

Volatility (1Y)

Calculated over the trailing 1-year period

10.41%

4.75%

+5.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.60%

6.62%

+2.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.77%

6.96%

+2.81%

COM vs. PZT - Expense Ratio Comparison

COM has a 0.70% expense ratio, which is higher than PZT's 0.28% expense ratio.


Dividends

COM vs. PZT - Dividend Comparison

COM's dividend yield for the trailing twelve months is around 2.46%, less than PZT's 3.58% yield.


PositionTTM20252024202320222021202020192018201720162015
COM
Direxion Auspice Broad Commodity Strategy ETF
2.46%2.99%3.88%3.80%8.59%10.32%0.13%1.09%2.36%0.09%0.00%0.00%
PZT
Invesco New York AMT-Free Municipal Bond ETF
3.58%3.43%3.04%2.82%2.66%2.77%2.55%2.73%3.01%2.94%3.36%3.40%

Frequently Asked Questions


COM and PZT have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

COM has higher volatility (4.04%) compared to PZT (2.10%). In terms of maximum drawdown, COM dropped -15.95% vs PZT's -22.73%.

On 5-year performance, COM leads with 8.28% vs -0.03% for PZT. On fees, PZT is cheaper at 0.28% per year. On volatility, PZT has been the lower-risk option at 2.10%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, COM has performed better with a 8.28% return vs -0.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PZT is cheaper with a 0.28% expense ratio, compared with 0.70% for COM.

PZT has the higher dividend yield at 3.58%, compared with 2.46% for COM.

COM is categorized as Commodities, while PZT is Municipal Bonds. COM tracks Auspice Broad Commodity ER Index, while PZT tracks ICE BofA New York Long-Term Core Plus Muni. They also come from different issuers: Direxion and Invesco. Their fees differ too: 0.70% for COM and 0.28% for PZT.

COM currently has the higher Sharpe Ratio (2.16 vs 2.02), 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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