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HDV vs. COMT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HDV vs. COMT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core High Dividend ETF (HDV) and iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HDV achieves a 20.12% return, which is significantly lower than COMT's 33.14% return. Over the past 10 years, HDV has outperformed COMT with an annualized return of 9.50%, while COMT has yielded a comparatively lower 8.89% annualized return.


HDV

1D
1.23%
1M
4.76%
6M
13.60%
YTD
20.12%
1Y
24.04%
3Y*
15.34%
5Y*
12.15%
10Y*
9.50%
ALL TIME*
10.85%

COMT

1D
-0.12%
1M
8.15%
6M
24.14%
YTD
33.14%
1Y
36.27%
3Y*
11.70%
5Y*
12.15%
10Y*
8.89%
ALL TIME*
3.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$10.60M$11.19M$14.65M
$163.75M$142.23M$95.79M

HDV vs. COMT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HDV
iShares Core High Dividend ETF
20.12%11.90%14.16%1.72%7.05%19.45%-6.48%20.22%-3.01%13.40%
COMT
iShares GSCI Commodity Dynamic Roll Strategy ETF
33.14%6.07%5.96%-6.56%19.45%36.88%-18.66%10.81%-6.67%11.70%

Correlation

The correlation between HDV and COMT is 0.11, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.11

Correlation (3Y)
Balances recent behavior with more history.

0.17

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.29

Correlation (10Y)
Provides a long-term view across more market conditions.

0.35

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

0.38

Over the past year, the correlation between HDV and COMT has dropped to 0.11 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.

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Return for Risk

HDV vs. COMT — Risk / Return Rank

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

HDV
HDV Risk / Return Rank: 9090
Overall Rank
HDV Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
HDV Sortino Ratio Rank: 9393
Sortino Ratio Rank
HDV Omega Ratio Rank: 8888
Omega Ratio Rank
HDV Calmar Ratio Rank: 9393
Calmar Ratio Rank
HDV Martin Ratio Rank: 8787
Martin Ratio Rank

COMT
COMT Risk / Return Rank: 6464
Overall Rank
COMT Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
COMT Sortino Ratio Rank: 6868
Sortino Ratio Rank
COMT Omega Ratio Rank: 6868
Omega Ratio Rank
COMT Calmar Ratio Rank: 5757
Calmar Ratio Rank
COMT Martin Ratio Rank: 5555
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.

HDV vs. COMT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core High Dividend ETF (HDV) and iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT). 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.


HDVCOMTDifference
Sharpe ratioReturn per unit of total volatility

+0.62

Sortino ratioReturn per unit of downside risk

+1.17

Omega ratioGain probability vs. loss probability

1.39

1.28

+0.11

Calmar ratioReturn relative to maximum drawdown

4.65

1.99

+2.66

Martin ratioReturn relative to average drawdown

12.72

6.40

+6.32

HDV vs. COMT - Sharpe Ratio Comparison

The current HDV Sharpe Ratio is 2.24, which is higher than the COMT Sharpe Ratio of 1.62. The chart below compares the historical Sharpe Ratios of HDV and COMT, 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

HDV vs. COMT - Drawdown Comparison

The maximum HDV drawdown since its inception was -37.04%, smaller than the maximum COMT drawdown of -51.89%. Use the drawdown chart below to compare losses from any high point for HDV and COMT.


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Drawdown Indicators


HDVCOMTDifference

Max Drawdown

Largest peak-to-trough decline

-37.04%

-51.89%

+14.85%

Max Drawdown (1Y)

Largest decline over 1 year

-5.18%

-17.57%

+12.39%

Max Drawdown (3Y)

Largest decline over 3 years

-10.49%

-17.57%

+7.08%

Max Drawdown (5Y)

Largest decline over 5 years

-15.42%

-29.00%

+13.58%

Max Drawdown (10Y)

Largest decline over 10 years

-37.04%

-39.22%

+2.18%

Current Drawdown

Current decline from peak

0.00%

-9.27%

+9.27%

Average Drawdown

Average peak-to-trough decline

-3.07%

-23.93%

+20.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.89%

5.46%

-3.57%

Volatility

HDV vs. COMT - Volatility Comparison

iShares Core High Dividend ETF (HDV) and iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) have volatilities of 4.88% and 4.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HDVCOMTDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.88%

4.67%

+0.21%

Volatility (6M)

Calculated over the trailing 6-month period

8.55%

19.58%

-11.03%

Volatility (1Y)

Calculated over the trailing 1-year period

10.74%

21.55%

-10.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.93%

21.07%

-8.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.77%

18.85%

-3.08%

HDV vs. COMT - Expense Ratio Comparison

HDV has a 0.08% expense ratio, which is lower than COMT's 0.48% expense ratio.


Dividends

HDV vs. COMT - Dividend Comparison

HDV's dividend yield for the trailing twelve months is around 3.07%, less than COMT's 5.81% yield.


PositionTTM20252024202320222021202020192018201720162015
COMT
iShares GSCI Commodity Dynamic Roll Strategy ETF
5.81%7.74%4.90%5.19%29.79%17.79%0.36%2.61%11.65%5.16%0.52%1.44%
HDV
iShares Core High Dividend ETF
3.07%3.22%3.67%3.82%3.56%3.47%4.07%3.27%3.67%3.27%3.28%3.92%

Frequently Asked Questions


HDV and COMT have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HDV has higher volatility (4.88%) compared to COMT (4.67%). In terms of maximum drawdown, HDV dropped -37.04% vs COMT's -51.89%.

On 10-year performance, HDV leads with 9.50% vs 8.89% for COMT. On fees, HDV is cheaper at 0.08% per year. On volatility, COMT has been the lower-risk option at 4.67%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, HDV has performed better with a 9.50% return vs 8.89%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

HDV is cheaper with a 0.08% expense ratio, compared with 0.48% for COMT.

COMT has the higher dividend yield at 5.81%, compared with 3.07% for HDV.

HDV is categorized as Dividend, while COMT is Commodities. HDV tracks Morningstar Dividend Yield Focus Index, while COMT tracks S&P GSCI Dynamic Roll (USD) Total Return Index. Their fees differ too: 0.08% for HDV and 0.48% for COMT.

HDV currently has the higher Sharpe Ratio (2.24 vs 1.62), 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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