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GSG vs. PDBC
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GSG vs. PDBC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares S&P GSCI Commodity-Indexed Trust (GSG) and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC). The values are adjusted to include any dividend payments, if applicable.

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GSG vs. PDBC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GSG
iShares S&P GSCI Commodity-Indexed Trust
39.85%5.93%8.52%-5.51%24.08%38.77%-23.94%15.62%-13.88%3.89%
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
30.72%5.96%2.09%-6.25%19.23%41.72%-7.84%11.44%-12.78%5.06%

Returns By Period

In the year-to-date period, GSG achieves a 39.85% return, which is significantly higher than PDBC's 30.72% return. Over the past 10 years, GSG has underperformed PDBC with an annualized return of 9.09%, while PDBC has yielded a comparatively higher 9.86% annualized return.


GSG

1D
-1.01%
1M
24.23%
YTD
39.85%
6M
40.40%
1Y
41.63%
3Y*
17.03%
5Y*
17.93%
10Y*
9.09%

PDBC

1D
-1.03%
1M
16.09%
YTD
30.72%
6M
33.97%
1Y
32.00%
3Y*
11.28%
5Y*
14.29%
10Y*
9.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GSG vs. PDBC - Expense Ratio Comparison

GSG has a 0.75% expense ratio, which is higher than PDBC's 0.58% expense ratio.


Return for Risk

GSG vs. PDBC — Risk / Return Rank

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

GSG
GSG Risk / Return Rank: 9191
Overall Rank
GSG Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
GSG Sortino Ratio Rank: 9292
Sortino Ratio Rank
GSG Omega Ratio Rank: 8989
Omega Ratio Rank
GSG Calmar Ratio Rank: 9494
Calmar Ratio Rank
GSG Martin Ratio Rank: 8888
Martin Ratio Rank

PDBC
PDBC Risk / Return Rank: 8585
Overall Rank
PDBC Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
PDBC Sortino Ratio Rank: 8787
Sortino Ratio Rank
PDBC Omega Ratio Rank: 8383
Omega Ratio Rank
PDBC Calmar Ratio Rank: 9191
Calmar Ratio Rank
PDBC Martin Ratio Rank: 7676
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. PDBC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P GSCI Commodity-Indexed Trust (GSG) and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC). 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.


GSGPDBCDifference

Sharpe ratio

Return per unit of total volatility

1.98

1.72

+0.26

Sortino ratio

Return per unit of downside risk

2.66

2.31

+0.36

Omega ratio

Gain probability vs. loss probability

1.36

1.31

+0.05

Calmar ratio

Return relative to maximum drawdown

3.70

3.04

+0.66

Martin ratio

Return relative to average drawdown

10.32

7.48

+2.84

GSG vs. PDBC - Sharpe Ratio Comparison

The current GSG Sharpe Ratio is 1.98, which is comparable to the PDBC Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of GSG and PDBC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GSGPDBCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.98

1.72

+0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.82

0.76

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.56

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.09

0.22

-0.31

Correlation

The correlation between GSG and PDBC is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

GSG vs. PDBC - Dividend Comparison

GSG has not paid dividends to shareholders, while PDBC's dividend yield for the trailing twelve months is around 2.94%.


TTM2025202420232022202120202019201820172016
GSG
iShares S&P GSCI Commodity-Indexed Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
2.94%3.84%4.42%4.21%13.05%50.83%0.01%1.40%1.00%3.83%6.51%

Drawdowns

GSG vs. PDBC - Drawdown Comparison

The maximum GSG drawdown since its inception was -89.62%, which is greater than PDBC's maximum drawdown of -49.52%. Use the drawdown chart below to compare losses from any high point for GSG and PDBC.


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Drawdown Indicators


GSGPDBCDifference

Max Drawdown

Largest peak-to-trough decline

-89.62%

-49.52%

-40.10%

Max Drawdown (1Y)

Largest decline over 1 year

-11.91%

-11.07%

-0.84%

Max Drawdown (5Y)

Largest decline over 5 years

-29.12%

-27.63%

-1.49%

Max Drawdown (10Y)

Largest decline over 10 years

-57.64%

-40.73%

-16.91%

Current Drawdown

Current decline from peak

-57.78%

-1.03%

-56.75%

Average Drawdown

Average peak-to-trough decline

-63.77%

-23.53%

-40.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.27%

4.50%

-0.23%

Volatility

GSG vs. PDBC - Volatility Comparison

iShares S&P GSCI Commodity-Indexed Trust (GSG) has a higher volatility of 11.08% compared to Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) at 8.15%. This indicates that GSG's price experiences larger fluctuations and is considered to be riskier than PDBC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GSGPDBCDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.08%

8.15%

+2.93%

Volatility (6M)

Calculated over the trailing 6-month period

16.24%

13.88%

+2.36%

Volatility (1Y)

Calculated over the trailing 1-year period

21.16%

18.72%

+2.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.97%

18.92%

+3.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.78%

17.69%

+4.09%