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ISTM vs. PICK
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ISTM vs. PICK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Strategic Metals ETF (ISTM) and iShares MSCI Global Metals & Mining Producers ETF (PICK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ISTM achieves a 3.12% return, which is significantly lower than PICK's 17.36% return.


ISTM

1D
-3.40%
1M
-9.19%
YTD
3.12%
6M
3.55%
1Y
39.44%
3Y*
5Y*
10Y*

PICK

1D
-4.38%
1M
-5.22%
YTD
17.36%
6M
17.02%
1Y
69.31%
3Y*
18.27%
5Y*
10.54%
10Y*
16.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ISTM vs. PICK - Yearly Performance Comparison


2026 (YTD)202520242023
ISTM
iShares Strategic Metals ETF
3.12%54.07%6.95%2.69%
PICK
iShares MSCI Global Metals & Mining Producers ETF
17.36%51.89%-16.37%13.41%

Correlation

The correlation between ISTM and PICK is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.78

Correlation (All Time)
Calculated using the full available price history since Sep 28, 2023

0.73

The correlation between ISTM and PICK has been stable across timeframes, ranging from 0.73 to 0.78 - a consistent structural relationship.

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Return for Risk

ISTM vs. PICK — Risk / Return Rank

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

ISTM
ISTM Risk / Return Rank: 3636
Overall Rank
ISTM Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
ISTM Sortino Ratio Rank: 3232
Sortino Ratio Rank
ISTM Omega Ratio Rank: 4141
Omega Ratio Rank
ISTM Calmar Ratio Rank: 3939
Calmar Ratio Rank
ISTM Martin Ratio Rank: 3131
Martin Ratio Rank

PICK
PICK Risk / Return Rank: 7171
Overall Rank
PICK Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
PICK Sortino Ratio Rank: 6363
Sortino Ratio Rank
PICK Omega Ratio Rank: 6969
Omega Ratio Rank
PICK Calmar Ratio Rank: 7373
Calmar Ratio Rank
PICK Martin Ratio Rank: 7474
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.

ISTM vs. PICK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Strategic Metals ETF (ISTM) and iShares MSCI Global Metals & Mining Producers ETF (PICK). 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.


ISTMPICKDifference
Sharpe ratioReturn per unit of total volatility

-1.05

Sortino ratioReturn per unit of downside risk

-1.20

Omega ratioGain probability vs. loss probability

1.25

1.39

-0.14

Calmar ratioReturn relative to maximum drawdown

1.78

3.56

-1.78

Martin ratioReturn relative to average drawdown

4.17

13.38

-9.20

ISTM vs. PICK - Sharpe Ratio Comparison

The current ISTM Sharpe Ratio is 1.27, which is lower than the PICK Sharpe Ratio of 2.31. The chart below compares the historical Sharpe Ratios of ISTM and PICK, 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

ISTM vs. PICK - Drawdown Comparison

The maximum ISTM drawdown since its inception was -22.20%, smaller than the maximum PICK drawdown of -68.87%. Use the drawdown chart below to compare losses from any high point for ISTM and PICK.


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Drawdown Indicators


ISTMPICKDifference

Max Drawdown

Largest peak-to-trough decline

-22.20%

-68.87%

+46.67%

Max Drawdown (1Y)

Largest decline over 1 year

-22.20%

-19.54%

-2.66%

Max Drawdown (3Y)

Largest decline over 3 years

-32.52%

Max Drawdown (5Y)

Largest decline over 5 years

-36.37%

Max Drawdown (10Y)

Largest decline over 10 years

-52.72%

Current Drawdown

Current decline from peak

-18.92%

-12.59%

-6.33%

Average Drawdown

Average peak-to-trough decline

-6.64%

-24.06%

+17.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.48%

5.20%

+4.28%

Volatility

ISTM vs. PICK - Volatility Comparison

The current volatility for iShares Strategic Metals ETF (ISTM) is 7.62%, while iShares MSCI Global Metals & Mining Producers ETF (PICK) has a volatility of 13.12%. This indicates that ISTM experiences smaller price fluctuations and is considered to be less risky than PICK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ISTMPICKDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.62%

13.12%

-5.50%

Volatility (6M)

Calculated over the trailing 6-month period

28.67%

26.56%

+2.11%

Volatility (1Y)

Calculated over the trailing 1-year period

31.35%

30.14%

+1.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.24%

28.14%

-3.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.24%

28.34%

-4.10%

ISTM vs. PICK - Expense Ratio Comparison

ISTM has a 0.49% expense ratio, which is higher than PICK's 0.39% expense ratio.


Dividends

ISTM vs. PICK - Dividend Comparison

ISTM's dividend yield for the trailing twelve months is around 14.33%, more than PICK's 2.21% yield.


PositionTTM20252024202320222021202020192018201720162015
ISTM
iShares Strategic Metals ETF
14.33%14.78%29.62%1.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PICK
iShares MSCI Global Metals & Mining Producers ETF
2.21%2.88%3.26%4.19%6.93%5.89%2.27%5.51%4.77%2.41%1.15%15.77%

Frequently Asked Questions


ISTM and PICK have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PICK has higher volatility (13.12%) compared to ISTM (7.62%). In terms of maximum drawdown, ISTM dropped -22.20% vs PICK's -68.87%.

On 1-year performance, PICK leads with 69.31% vs 39.44% for ISTM. On fees, PICK is cheaper at 0.39% per year. On volatility, ISTM has been the lower-risk option at 7.62%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, PICK has performed better with a 69.31% return vs 39.44%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PICK is cheaper with a 0.39% expense ratio, compared with 0.49% for ISTM.

ISTM has the higher dividend yield at 14.33%, compared with 2.21% for PICK.

ISTM is categorized as Rare Earth & Strategic Metals, while PICK is Metals. ISTM tracks ICE Strategic Re-Industrialization Metals Index, while PICK tracks MSCI ACWI Select Metals & Mining Producers ex Gold and Silver Investable Market Index. Their fees differ too: 0.49% for ISTM and 0.39% for PICK.

PICK currently has the higher Sharpe Ratio (2.31 vs 1.26), 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

Find the right allocation for ISTM and PICK

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