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HIMU vs. CERY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HIMU vs. CERY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares High Yield Muni Active ETF (HIMU) and SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HIMU achieves a 3.39% return, which is significantly lower than CERY's 19.54% return.


HIMU

1D
-0.06%
1M
2.20%
YTD
3.39%
6M
3.64%
1Y
7.04%
3Y*
5Y*
10Y*

CERY

1D
-0.67%
1M
-8.39%
YTD
19.54%
6M
18.91%
1Y
26.17%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HIMU vs. CERY - Yearly Performance Comparison


Correlation

The correlation between HIMU and CERY is -0.20, 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

-0.20

Correlation (All Time)
Calculated using the full available price history since Feb 10, 2025

-0.10

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Return for Risk

HIMU vs. CERY — Risk / Return Rank

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

HIMU
HIMU Risk / Return Rank: 4646
Overall Rank
HIMU Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
HIMU Sortino Ratio Rank: 4747
Sortino Ratio Rank
HIMU Omega Ratio Rank: 5050
Omega Ratio Rank
HIMU Calmar Ratio Rank: 4444
Calmar Ratio Rank
HIMU Martin Ratio Rank: 4343
Martin Ratio Rank

CERY
CERY Risk / Return Rank: 5050
Overall Rank
CERY Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
CERY Sortino Ratio Rank: 4747
Sortino Ratio Rank
CERY Omega Ratio Rank: 4747
Omega Ratio Rank
CERY Calmar Ratio Rank: 4848
Calmar Ratio Rank
CERY Martin Ratio Rank: 5858
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.

HIMU vs. CERY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares High Yield Muni Active ETF (HIMU) and SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY). 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.


HIMUCERYDifference
Sharpe ratioReturn per unit of total volatility

-0.08

Sortino ratioReturn per unit of downside risk

+0.02

Omega ratioGain probability vs. loss probability

1.31

1.29

+0.02

Calmar ratioReturn relative to maximum drawdown

2.15

2.31

-0.16

Martin ratioReturn relative to average drawdown

6.76

9.93

-3.17

HIMU vs. CERY - Sharpe Ratio Comparison

The current HIMU Sharpe Ratio is 1.60, which is comparable to the CERY Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of HIMU and CERY, 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

HIMU vs. CERY - Drawdown Comparison

The maximum HIMU drawdown since its inception was -8.01%, smaller than the maximum CERY drawdown of -11.37%. Use the drawdown chart below to compare losses from any high point for HIMU and CERY.


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Drawdown Indicators


HIMUCERYDifference

Max Drawdown

Largest peak-to-trough decline

-8.01%

-11.37%

+3.36%

Max Drawdown (1Y)

Largest decline over 1 year

-3.29%

-11.37%

+8.08%

Current Drawdown

Current decline from peak

-0.06%

-11.37%

+11.31%

Average Drawdown

Average peak-to-trough decline

-1.69%

-2.27%

+0.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.04%

2.83%

-1.79%

Volatility

HIMU vs. CERY - Volatility Comparison

The current volatility for iShares High Yield Muni Active ETF (HIMU) is 0.98%, while SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY) has a volatility of 3.57%. This indicates that HIMU experiences smaller price fluctuations and is considered to be less risky than CERY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HIMUCERYDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.98%

3.57%

-2.59%

Volatility (6M)

Calculated over the trailing 6-month period

3.22%

13.57%

-10.35%

Volatility (1Y)

Calculated over the trailing 1-year period

4.42%

15.63%

-11.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.32%

14.73%

-7.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.32%

14.73%

-7.41%

HIMU vs. CERY - Expense Ratio Comparison

HIMU has a 0.42% expense ratio, which is higher than CERY's 0.28% expense ratio.


Dividends

HIMU vs. CERY - Dividend Comparison

HIMU's dividend yield for the trailing twelve months is around 5.12%, more than CERY's 4.18% yield.


Frequently Asked Questions


HIMU and CERY have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CERY has higher volatility (3.57%) compared to HIMU (0.98%). In terms of maximum drawdown, HIMU dropped -8.01% vs CERY's -11.37%.

On 1-year performance, CERY leads with 26.17% vs 7.04% for HIMU. On fees, CERY is cheaper at 0.28% per year. On volatility, HIMU has been the lower-risk option at 0.98%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, CERY has performed better with a 26.17% return vs 7.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

CERY is cheaper with a 0.28% expense ratio, compared with 0.42% for HIMU.

HIMU has the higher dividend yield at 5.12%, compared with 4.18% for CERY.

HIMU is categorized as High Yield Muni, while CERY is Commodities. They also come from different issuers: iShares and State Street. Their fees differ too: 0.42% for HIMU and 0.28% for CERY.

CERY currently has the higher Sharpe Ratio (1.68 vs 1.60), 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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