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GSG vs. LQDW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GSG vs. LQDW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares S&P GSCI Commodity-Indexed Trust (GSG) and iShares Investment Grade Corporate Bond Buywrite Strategy ETF (LQDW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GSG achieves a 25.54% return, which is significantly higher than LQDW's 1.88% return.


GSG

1D
-1.03%
1M
-12.93%
YTD
25.54%
6M
23.88%
1Y
27.65%
3Y*
14.02%
5Y*
12.78%
10Y*
6.58%

LQDW

1D
0.18%
1M
1.36%
YTD
1.88%
6M
2.02%
1Y
6.49%
3Y*
3.70%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GSG vs. LQDW - Yearly Performance Comparison


2026 (YTD)2025202420232022
GSG
iShares S&P GSCI Commodity-Indexed Trust
25.54%5.93%8.52%-5.51%-5.14%
LQDW
iShares Investment Grade Corporate Bond Buywrite Strategy ETF
1.88%9.05%2.60%3.99%-6.78%

Correlation

The correlation between GSG and LQDW is -0.37, 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

-0.37

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

-0.14

Correlation (All Time)
Calculated using the full available price history since Aug 22, 2022

-0.07

Over the past year, the inverse relationship between GSG and LQDW has strengthened: their correlation has moved from -0.07 to -0.37, meaning they now move in opposite directions more often than their long-term average.

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Return for Risk

GSG vs. LQDW — Risk / Return Rank

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

GSG
GSG Risk / Return Rank: 3737
Overall Rank
GSG Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
GSG Sortino Ratio Rank: 3434
Sortino Ratio Rank
GSG Omega Ratio Rank: 3636
Omega Ratio Rank
GSG Calmar Ratio Rank: 3434
Calmar Ratio Rank
GSG Martin Ratio Rank: 4444
Martin Ratio Rank

LQDW
LQDW Risk / Return Rank: 5757
Overall Rank
LQDW Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
LQDW Sortino Ratio Rank: 5656
Sortino Ratio Rank
LQDW Omega Ratio Rank: 6464
Omega Ratio Rank
LQDW Calmar Ratio Rank: 5454
Calmar Ratio Rank
LQDW 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.

GSG vs. LQDW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P GSCI Commodity-Indexed Trust (GSG) and iShares Investment Grade Corporate Bond Buywrite Strategy ETF (LQDW). 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.


GSGLQDWDifference
Sharpe ratioReturn per unit of total volatility

-0.59

Sortino ratioReturn per unit of downside risk

-0.82

Omega ratioGain probability vs. loss probability

1.23

1.36

-0.14

Calmar ratioReturn relative to maximum drawdown

1.66

2.52

-0.86

Martin ratioReturn relative to average drawdown

6.95

9.34

-2.39

GSG vs. LQDW - Sharpe Ratio Comparison

The current GSG Sharpe Ratio is 1.22, which is lower than the LQDW Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of GSG and LQDW, 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

GSG vs. LQDW - Drawdown Comparison

The maximum GSG drawdown since its inception was -89.62%, which is greater than LQDW's maximum drawdown of -9.20%. Use the drawdown chart below to compare losses from any high point for GSG and LQDW.


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Drawdown Indicators


GSGLQDWDifference

Max Drawdown

Largest peak-to-trough decline

-89.62%

-9.20%

-80.42%

Max Drawdown (1Y)

Largest decline over 1 year

-16.74%

-2.59%

-14.15%

Max Drawdown (3Y)

Largest decline over 3 years

-16.74%

-6.74%

-10.00%

Max Drawdown (5Y)

Largest decline over 5 years

-29.12%

Max Drawdown (10Y)

Largest decline over 10 years

-57.64%

Current Drawdown

Current decline from peak

-62.10%

-0.04%

-62.06%

Average Drawdown

Average peak-to-trough decline

-63.69%

-2.32%

-61.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.01%

0.70%

+3.31%

Volatility

GSG vs. LQDW - Volatility Comparison

iShares S&P GSCI Commodity-Indexed Trust (GSG) has a higher volatility of 5.46% compared to iShares Investment Grade Corporate Bond Buywrite Strategy ETF (LQDW) at 1.00%. This indicates that GSG's price experiences larger fluctuations and is considered to be riskier than LQDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GSGLQDWDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.46%

1.00%

+4.46%

Volatility (6M)

Calculated over the trailing 6-month period

20.82%

3.12%

+17.70%

Volatility (1Y)

Calculated over the trailing 1-year period

23.17%

3.62%

+19.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.67%

5.47%

+17.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.01%

5.47%

+16.54%

GSG vs. LQDW - Expense Ratio Comparison

GSG has a 0.75% expense ratio, which is higher than LQDW's 0.34% expense ratio.


Dividends

GSG vs. LQDW - Dividend Comparison

GSG has not paid dividends to shareholders, while LQDW's dividend yield for the trailing twelve months is around 12.49%.


PositionTTM2025202420232022
GSG
iShares S&P GSCI Commodity-Indexed Trust
0.00%0.00%0.00%0.00%0.00%
LQDW
iShares Investment Grade Corporate Bond Buywrite Strategy ETF
12.49%16.02%15.74%19.28%8.85%

Frequently Asked Questions


GSG and LQDW have a correlation of -0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GSG has higher volatility (5.46%) compared to LQDW (1.00%). In terms of maximum drawdown, GSG dropped -89.62% vs LQDW's -9.20%.

On 3-year performance, GSG leads with 14.02% vs 3.70% for LQDW. On fees, LQDW is cheaper at 0.34% per year. On volatility, LQDW has been the lower-risk option at 1.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, GSG has performed better with a 14.02% return vs 3.70%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

LQDW is cheaper with a 0.34% expense ratio, compared with 0.75% for GSG.

LQDW has the higher dividend yield at 12.49%, compared with 0.00% for GSG.

GSG is categorized as Commodities, while LQDW is Corporate Bonds. GSG tracks S&P GSCI Total Return Index, while LQDW tracks CBOE LQD BuyWrite Index. Their fees differ too: 0.75% for GSG and 0.34% for LQDW.

LQDW currently has the higher Sharpe Ratio (1.80 vs 1.22), 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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