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COMT vs. CERY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

COMT vs. CERY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Commodities Select Strategy ETF (COMT) and SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, COMT achieves a 39.67% return, which is significantly higher than CERY's 29.88% return.


COMT

1D
0.78%
1M
-4.35%
YTD
39.67%
6M
39.06%
1Y
47.51%
3Y*
16.86%
5Y*
13.50%
10Y*
9.09%

CERY

1D
0.06%
1M
-1.63%
YTD
29.88%
6M
30.50%
1Y
44.30%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

COMT vs. CERY - Yearly Performance Comparison


Correlation

The correlation between COMT and CERY is 0.87, 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

0.87

Correlation (All Time)
Calculated using the full available price history since Sep 6, 2024

0.88

The correlation between COMT and CERY has been stable across timeframes, ranging from 0.87 to 0.88 - a consistent structural relationship.

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Return for Risk

COMT vs. CERY — Risk / Return Rank

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

COMT
COMT Risk / Return Rank: 7171
Overall Rank
COMT Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
COMT Sortino Ratio Rank: 6060
Sortino Ratio Rank
COMT Omega Ratio Rank: 6464
Omega Ratio Rank
COMT Calmar Ratio Rank: 9191
Calmar Ratio Rank
COMT Martin Ratio Rank: 7373
Martin Ratio Rank

CERY
CERY Risk / Return Rank: 8787
Overall Rank
CERY Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
CERY Sortino Ratio Rank: 8181
Sortino Ratio Rank
CERY Omega Ratio Rank: 8383
Omega Ratio Rank
CERY Calmar Ratio Rank: 9292
Calmar Ratio Rank
CERY Martin Ratio Rank: 9090
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.

COMT vs. CERY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Commodities Select Strategy ETF (COMT) and SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY). 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.


COMTCERYDifference
Sharpe ratioReturn per unit of total volatility

-0.65

Sortino ratioReturn per unit of downside risk

-0.78

Omega ratioGain probability vs. loss probability

1.40

1.51

-0.11

Calmar ratioReturn relative to maximum drawdown

5.95

6.38

-0.43

Martin ratioReturn relative to average drawdown

14.11

20.66

-6.55

COMT vs. CERY - Sharpe Ratio Comparison

The current COMT Sharpe Ratio is 2.24, which is comparable to the CERY Sharpe Ratio of 2.90. The chart below compares the historical Sharpe Ratios of COMT and CERY, 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


COMTCERYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.24

2.90

-0.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

2.00

-1.79

Drawdowns

COMT vs. CERY - Drawdown Comparison

The maximum COMT drawdown since its inception was -51.89%, which is greater than CERY's maximum drawdown of -10.05%. Use the drawdown chart below to compare losses from any high point for COMT and CERY.


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Drawdown Indicators


COMTCERYDifference

Max Drawdown

Largest peak-to-trough decline

-51.89%

-10.05%

-41.84%

Max Drawdown (1Y)

Largest decline over 1 year

-8.02%

-6.98%

-1.04%

Max Drawdown (3Y)

Largest decline over 3 years

-13.31%

Max Drawdown (5Y)

Largest decline over 5 years

-29.00%

Max Drawdown (10Y)

Largest decline over 10 years

-39.22%

Current Drawdown

Current decline from peak

-4.82%

-3.71%

-1.11%

Average Drawdown

Average peak-to-trough decline

-24.07%

-2.11%

-21.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.38%

2.15%

+1.23%

Volatility

COMT vs. CERY - Volatility Comparison

iShares Commodities Select Strategy ETF (COMT) has a higher volatility of 7.37% compared to SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) at 4.94%. This indicates that COMT's price experiences larger fluctuations and is considered to be riskier than CERY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


COMTCERYDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.37%

4.94%

+2.43%

Volatility (6M)

Calculated over the trailing 6-month period

18.80%

13.29%

+5.51%

Volatility (1Y)

Calculated over the trailing 1-year period

21.29%

15.37%

+5.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.06%

14.71%

+6.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.89%

14.71%

+4.18%

COMT vs. CERY - Expense Ratio Comparison

COMT has a 0.48% expense ratio, which is higher than CERY's 0.28% expense ratio.


Dividends

COMT vs. CERY - Dividend Comparison

COMT's dividend yield for the trailing twelve months is around 5.54%, more than CERY's 3.85% yield.


PositionTTM20252024202320222021202020192018201720162015
CERY
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
3.85%4.99%0.52%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
COMT
iShares Commodities Select Strategy ETF
5.54%7.74%4.90%5.19%29.79%17.79%0.36%2.61%11.65%5.16%0.52%1.44%

Frequently Asked Questions


COMT and CERY have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

COMT has higher volatility (7.37%) compared to CERY (4.94%). In terms of maximum drawdown, COMT dropped -51.89% vs CERY's -10.05%.

On 1-year performance, COMT leads with 47.51% vs 44.30% for CERY. On fees, CERY is cheaper at 0.28% per year. On volatility, CERY has been the lower-risk option at 4.94%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, COMT has performed better with a 47.51% return vs 44.30%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

CERY is cheaper with a 0.28% expense ratio, compared with 0.48% for COMT.

COMT has the higher dividend yield at 5.54%, compared with 3.85% for CERY.

They also come from different issuers: iShares and State Street. Their fees differ too: 0.48% for COMT and 0.28% for CERY.

CERY currently has the higher Sharpe Ratio (2.90 vs 2.24), 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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