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DVY vs. ISCMF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DVY vs. ISCMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Select Dividend ETF (DVY) and iShares Diversified Commodity Swap UCITS ETF (ISCMF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DVY achieves a 10.31% return, which is significantly lower than ISCMF's 22.87% return.


DVY

1D
-0.26%
1M
0.25%
YTD
10.31%
6M
9.74%
1Y
21.88%
3Y*
14.54%
5Y*
9.96%
10Y*
10.10%

ISCMF

1D
0.00%
1M
-4.99%
YTD
22.87%
6M
22.87%
1Y
31.30%
3Y*
16.78%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DVY vs. ISCMF - Yearly Performance Comparison


2026 (YTD)2025202420232022
DVY
iShares Select Dividend ETF
10.31%11.60%16.24%1.12%-0.70%
ISCMF
iShares Diversified Commodity Swap UCITS ETF
22.87%19.65%3.13%-9.58%-5.82%

Correlation

The correlation between DVY and ISCMF is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.06

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

0.01

Correlation (All Time)
Calculated using the full available price history since Mar 17, 2022

-0.02

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Return for Risk

DVY vs. ISCMF — Risk / Return Rank

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

DVY
DVY Risk / Return Rank: 6464
Overall Rank
DVY Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
DVY Sortino Ratio Rank: 6767
Sortino Ratio Rank
DVY Omega Ratio Rank: 5757
Omega Ratio Rank
DVY Calmar Ratio Rank: 6868
Calmar Ratio Rank
DVY Martin Ratio Rank: 6565
Martin Ratio Rank

ISCMF
ISCMF Risk / Return Rank: 7777
Overall Rank
ISCMF Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
ISCMF Sortino Ratio Rank: 7575
Sortino Ratio Rank
ISCMF Omega Ratio Rank: 9898
Omega Ratio Rank
ISCMF Calmar Ratio Rank: 9191
Calmar Ratio Rank
ISCMF Martin Ratio Rank: 6868
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.

DVY vs. ISCMF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Select Dividend ETF (DVY) and iShares Diversified Commodity Swap UCITS ETF (ISCMF). 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.


DVYISCMFDifference
Sharpe ratioReturn per unit of total volatility

+0.23

Sortino ratioReturn per unit of downside risk

-0.28

Omega ratioGain probability vs. loss probability

1.34

2.31

-0.97

Calmar ratioReturn relative to maximum drawdown

3.25

5.53

-2.28

Martin ratioReturn relative to average drawdown

11.39

12.04

-0.66

DVY vs. ISCMF - Sharpe Ratio Comparison

The current DVY Sharpe Ratio is 1.99, which is comparable to the ISCMF Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of DVY and ISCMF, 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

DVY vs. ISCMF - Drawdown Comparison

The maximum DVY drawdown since its inception was -62.59%, which is greater than ISCMF's maximum drawdown of -25.42%. Use the drawdown chart below to compare losses from any high point for DVY and ISCMF.


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Drawdown Indicators


DVYISCMFDifference

Max Drawdown

Largest peak-to-trough decline

-62.59%

-25.42%

-37.17%

Max Drawdown (1Y)

Largest decline over 1 year

-6.89%

-5.69%

-1.20%

Max Drawdown (3Y)

Largest decline over 3 years

-16.00%

-7.62%

-8.38%

Max Drawdown (5Y)

Largest decline over 5 years

-17.54%

Max Drawdown (10Y)

Largest decline over 10 years

-41.59%

Current Drawdown

Current decline from peak

-2.72%

-5.26%

+2.54%

Average Drawdown

Average peak-to-trough decline

-8.78%

-13.36%

+4.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.96%

2.61%

-0.65%

Volatility

DVY vs. ISCMF - Volatility Comparison

The current volatility for iShares Select Dividend ETF (DVY) is 3.37%, while iShares Diversified Commodity Swap UCITS ETF (ISCMF) has a volatility of 5.11%. This indicates that DVY experiences smaller price fluctuations and is considered to be less risky than ISCMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DVYISCMFDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.37%

5.11%

-1.74%

Volatility (6M)

Calculated over the trailing 6-month period

7.73%

15.45%

-7.72%

Volatility (1Y)

Calculated over the trailing 1-year period

11.24%

17.84%

-6.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.17%

14.30%

+0.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.03%

14.30%

+3.73%

DVY vs. ISCMF - Expense Ratio Comparison

DVY has a 0.39% expense ratio, which is higher than ISCMF's 0.19% expense ratio.


Dividends

DVY vs. ISCMF - Dividend Comparison

DVY's dividend yield for the trailing twelve months is around 3.43%, while ISCMF has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DVY
iShares Select Dividend ETF
3.43%3.65%3.65%3.82%3.43%3.12%3.66%3.41%3.58%3.00%3.04%3.45%
ISCMF
iShares Diversified Commodity Swap UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


DVY and ISCMF have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ISCMF has higher volatility (5.11%) compared to DVY (3.37%). In terms of maximum drawdown, DVY dropped -62.59% vs ISCMF's -25.42%.

On 3-year performance, ISCMF leads with 16.78% vs 14.54% for DVY. On fees, ISCMF is cheaper at 0.19% per year. On volatility, DVY has been the lower-risk option at 3.37%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, ISCMF has performed better with a 16.78% return vs 14.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ISCMF is cheaper with a 0.19% expense ratio, compared with 0.39% for DVY.

DVY has the higher dividend yield at 3.43%, compared with 0.00% for ISCMF.

DVY is categorized as Large Cap Value Equities, while ISCMF is Commodities. DVY tracks Dow Jones U.S. Select Dividend Index, while ISCMF tracks Bloomberg Commodity Index. Their fees differ too: 0.39% for DVY and 0.19% for ISCMF.

DVY currently has the higher Sharpe Ratio (1.99 vs 1.76), 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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