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COMT vs. FTGC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

COMT vs. FTGC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) and First Trust Global Tactical Commodity Strategy Fund (FTGC). 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 25.05% return, which is significantly higher than FTGC's 20.23% return. Over the past 10 years, COMT has outperformed FTGC with an annualized return of 8.06%, while FTGC has yielded a comparatively lower 7.28% annualized return.


COMT

1D
-0.76%
1M
-11.08%
YTD
25.05%
6M
25.05%
1Y
21.95%
3Y*
12.36%
5Y*
11.04%
10Y*
8.06%

FTGC

1D
-0.24%
1M
-6.30%
YTD
20.23%
6M
20.44%
1Y
26.86%
3Y*
14.70%
5Y*
12.56%
10Y*
7.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

COMT vs. FTGC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
COMT
iShares GSCI Commodity Dynamic Roll Strategy ETF
25.05%6.07%5.96%-6.56%19.45%36.88%-18.66%10.81%-6.67%11.70%
FTGC
First Trust Global Tactical Commodity Strategy Fund
20.23%14.61%9.96%-5.36%17.36%27.95%2.17%6.40%-12.75%2.73%

Correlation

The correlation between COMT and FTGC 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 (3Y)
Calculated over the trailing 3-year period

0.86

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

0.85

Correlation (10Y)
Calculated over the trailing 10-year period

0.81

Correlation (All Time)
Calculated using the full available price history since Oct 16, 2014

0.80

The correlation between COMT and FTGC has been stable across timeframes, ranging from 0.80 to 0.87 - a consistent structural relationship.

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Return for Risk

COMT vs. FTGC — Risk / Return Rank

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

COMT
COMT Risk / Return Rank: 3131
Overall Rank
COMT Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
COMT Sortino Ratio Rank: 2828
Sortino Ratio Rank
COMT Omega Ratio Rank: 2929
Omega Ratio Rank
COMT Calmar Ratio Rank: 3131
Calmar Ratio Rank
COMT Martin Ratio Rank: 4040
Martin Ratio Rank

FTGC
FTGC Risk / Return Rank: 5353
Overall Rank
FTGC Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
FTGC Sortino Ratio Rank: 4949
Sortino Ratio Rank
FTGC Omega Ratio Rank: 5050
Omega Ratio Rank
FTGC Calmar Ratio Rank: 5757
Calmar Ratio Rank
FTGC Martin Ratio Rank: 5656
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. FTGC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) and First Trust Global Tactical Commodity Strategy Fund (FTGC). 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.


COMTFTGCDifference
Sharpe ratioReturn per unit of total volatility

-0.69

Sortino ratioReturn per unit of downside risk

-0.84

Omega ratioGain probability vs. loss probability

1.19

1.31

-0.11

Calmar ratioReturn relative to maximum drawdown

1.49

2.74

-1.25

Martin ratioReturn relative to average drawdown

6.26

9.43

-3.17

COMT vs. FTGC - Sharpe Ratio Comparison

The current COMT Sharpe Ratio is 1.03, which is lower than the FTGC Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of COMT and FTGC, 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

COMT vs. FTGC - Drawdown Comparison

The maximum COMT drawdown since its inception was -51.89%, smaller than the maximum FTGC drawdown of -59.47%. Use the drawdown chart below to compare losses from any high point for COMT and FTGC.


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Drawdown Indicators


COMTFTGCDifference

Max Drawdown

Largest peak-to-trough decline

-51.89%

-59.47%

+7.58%

Max Drawdown (1Y)

Largest decline over 1 year

-14.78%

-9.84%

-4.94%

Max Drawdown (3Y)

Largest decline over 3 years

-14.78%

-10.39%

-4.39%

Max Drawdown (5Y)

Largest decline over 5 years

-29.00%

-22.64%

-6.36%

Max Drawdown (10Y)

Largest decline over 10 years

-39.22%

-35.91%

-3.31%

Current Drawdown

Current decline from peak

-14.78%

-9.84%

-4.94%

Average Drawdown

Average peak-to-trough decline

-24.01%

-27.34%

+3.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.16%

2.98%

+1.18%

Volatility

COMT vs. FTGC - Volatility Comparison

iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) has a higher volatility of 5.01% compared to First Trust Global Tactical Commodity Strategy Fund (FTGC) at 2.99%. This indicates that COMT's price experiences larger fluctuations and is considered to be riskier than FTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


COMTFTGCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.01%

2.99%

+2.02%

Volatility (6M)

Calculated over the trailing 6-month period

19.22%

13.17%

+6.05%

Volatility (1Y)

Calculated over the trailing 1-year period

21.47%

15.69%

+5.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.12%

15.86%

+5.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.89%

14.71%

+4.18%

COMT vs. FTGC - Expense Ratio Comparison

COMT has a 0.48% expense ratio, which is lower than FTGC's 0.95% expense ratio.


Dividends

COMT vs. FTGC - Dividend Comparison

COMT's dividend yield for the trailing twelve months is around 6.19%, less than FTGC's 15.95% yield.


PositionTTM20252024202320222021202020192018201720162015
COMT
iShares GSCI Commodity Dynamic Roll Strategy ETF
6.19%7.74%4.90%5.19%29.79%17.79%0.36%2.61%11.65%5.16%0.52%1.44%
FTGC
First Trust Global Tactical Commodity Strategy Fund
15.95%17.74%3.05%3.34%10.35%7.21%0.00%0.81%0.80%1.21%0.00%0.00%

Frequently Asked Questions


COMT and FTGC 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 (5.01%) compared to FTGC (2.99%). In terms of maximum drawdown, COMT dropped -51.89% vs FTGC's -59.47%.

On 10-year performance, COMT leads with 8.06% vs 7.28% for FTGC. On fees, COMT is cheaper at 0.48% per year. On volatility, FTGC has been the lower-risk option at 2.99%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, COMT has performed better with a 8.06% return vs 7.28%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

COMT is cheaper with a 0.48% expense ratio, compared with 0.95% for FTGC.

FTGC has the higher dividend yield at 15.95%, compared with 6.19% for COMT.

They also come from different issuers: iShares and First Trust. Their fees differ too: 0.48% for COMT and 0.95% for FTGC.

FTGC currently has the higher Sharpe Ratio (1.72 vs 1.03), 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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