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DJP vs. ZSB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DJP vs. ZSB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iPath Bloomberg Commodity Index Total Return ETN (DJP) and USCF Sustainable Battery Metals Strategy Fund (ZSB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DJP achieves a 19.68% return, which is significantly higher than ZSB's 7.92% return.


DJP

1D
-0.40%
1M
-9.69%
YTD
19.68%
6M
20.96%
1Y
25.70%
3Y*
12.30%
5Y*
11.60%
10Y*
6.14%

ZSB

1D
0.35%
1M
-4.37%
YTD
7.92%
6M
14.69%
1Y
70.20%
3Y*
2.07%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DJP vs. ZSB - Yearly Performance Comparison


2026 (YTD)202520242023
DJP
iPath Bloomberg Commodity Index Total Return ETN
19.68%17.20%5.59%-6.06%
ZSB
USCF Sustainable Battery Metals Strategy Fund
7.92%64.34%-19.70%-31.38%

Correlation

The correlation between DJP and ZSB is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.25

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

0.38

Correlation (All Time)
Calculated using the full available price history since Jan 11, 2023

0.38

The correlation between DJP and ZSB shifts across timeframes, from 0.25 (1 year) to 0.38 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

DJP vs. ZSB — Risk / Return Rank

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

DJP
DJP Risk / Return Rank: 3939
Overall Rank
DJP Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
DJP Sortino Ratio Rank: 3535
Sortino Ratio Rank
DJP Omega Ratio Rank: 3838
Omega Ratio Rank
DJP Calmar Ratio Rank: 4141
Calmar Ratio Rank
DJP Martin Ratio Rank: 4242
Martin Ratio Rank

ZSB
ZSB Risk / Return Rank: 7474
Overall Rank
ZSB Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
ZSB Sortino Ratio Rank: 6767
Sortino Ratio Rank
ZSB Omega Ratio Rank: 8181
Omega Ratio Rank
ZSB Calmar Ratio Rank: 7979
Calmar Ratio Rank
ZSB Martin Ratio Rank: 6262
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.

DJP vs. ZSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iPath Bloomberg Commodity Index Total Return ETN (DJP) and USCF Sustainable Battery Metals Strategy Fund (ZSB). 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.


DJPZSBDifference
Sharpe ratioReturn per unit of total volatility

-1.18

Sortino ratioReturn per unit of downside risk

-1.15

Omega ratioGain probability vs. loss probability

1.24

1.46

-0.21

Calmar ratioReturn relative to maximum drawdown

1.98

3.97

-1.99

Martin ratioReturn relative to average drawdown

6.48

10.71

-4.23

DJP vs. ZSB - Sharpe Ratio Comparison

The current DJP Sharpe Ratio is 1.32, which is lower than the ZSB Sharpe Ratio of 2.50. The chart below compares the historical Sharpe Ratios of DJP and ZSB, 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

DJP vs. ZSB - Drawdown Comparison

The maximum DJP drawdown since its inception was -78.35%, which is greater than ZSB's maximum drawdown of -49.26%. Use the drawdown chart below to compare losses from any high point for DJP and ZSB.


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Drawdown Indicators


DJPZSBDifference

Max Drawdown

Largest peak-to-trough decline

-78.35%

-49.26%

-29.09%

Max Drawdown (1Y)

Largest decline over 1 year

-12.84%

-16.75%

+3.91%

Max Drawdown (3Y)

Largest decline over 3 years

-13.41%

-43.22%

+29.81%

Max Drawdown (5Y)

Largest decline over 5 years

-28.98%

Max Drawdown (10Y)

Largest decline over 10 years

-38.36%

Current Drawdown

Current decline from peak

-38.45%

-9.01%

-29.44%

Average Drawdown

Average peak-to-trough decline

-50.82%

-30.63%

-20.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.00%

6.19%

-2.19%

Volatility

DJP vs. ZSB - Volatility Comparison

The current volatility for iPath Bloomberg Commodity Index Total Return ETN (DJP) is 4.40%, while USCF Sustainable Battery Metals Strategy Fund (ZSB) has a volatility of 5.27%. This indicates that DJP experiences smaller price fluctuations and is considered to be less risky than ZSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DJPZSBDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.40%

5.27%

-0.87%

Volatility (6M)

Calculated over the trailing 6-month period

16.86%

22.25%

-5.39%

Volatility (1Y)

Calculated over the trailing 1-year period

19.17%

26.60%

-7.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.93%

19.57%

-0.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.06%

19.57%

-2.51%

DJP vs. ZSB - Expense Ratio Comparison

DJP has a 0.70% expense ratio, which is higher than ZSB's 0.59% expense ratio.


Dividends

DJP vs. ZSB - Dividend Comparison

DJP has not paid dividends to shareholders, while ZSB's dividend yield for the trailing twelve months is around 0.85%.


PositionTTM202520242023
DJP
iPath Bloomberg Commodity Index Total Return ETN
0.00%0.00%0.00%0.00%
ZSB
USCF Sustainable Battery Metals Strategy Fund
0.85%0.92%2.96%3.59%

Frequently Asked Questions


DJP and ZSB have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ZSB has higher volatility (5.27%) compared to DJP (4.40%). In terms of maximum drawdown, DJP dropped -78.35% vs ZSB's -49.26%.

On 3-year performance, DJP leads with 12.30% vs 2.07% for ZSB. On fees, ZSB is cheaper at 0.59% per year. On volatility, DJP has been the lower-risk option at 4.40%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, DJP has performed better with a 12.30% return vs 2.07%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ZSB is cheaper with a 0.59% expense ratio, compared with 0.70% for DJP.

ZSB has the higher dividend yield at 0.85%, compared with 0.00% for DJP.

DJP is categorized as Commodities, while ZSB is Lithium & Battery Metals. DJP tracks Bloomberg Commodity Index, while ZSB tracks S&P GSCI Electric Vehicle Meals Index. They also come from different issuers: Barclays Capital and USCF. Their fees differ too: 0.70% for DJP and 0.59% for ZSB.

ZSB currently has the higher Sharpe Ratio (2.50 vs 1.32), 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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