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LQTI vs. GSG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LQTI vs. GSG - Performance Comparison

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

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Returns By Period

In the year-to-date period, LQTI achieves a 0.16% return, which is significantly lower than GSG's 42.58% return.


LQTI

1D
-0.26%
1M
0.41%
YTD
0.16%
6M
-0.04%
1Y
5.69%
3Y*
5Y*
10Y*

GSG

1D
0.77%
1M
-4.83%
YTD
42.58%
6M
41.06%
1Y
51.52%
3Y*
19.31%
5Y*
15.74%
10Y*
7.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LQTI vs. GSG - Yearly Performance Comparison


Correlation

The correlation between LQTI and GSG is -0.33, 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

-0.33

Correlation (All Time)
Calculated using the full available price history since Feb 14, 2025

-0.25

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Return for Risk

LQTI vs. GSG — Risk / Return Rank

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

LQTI
LQTI Risk / Return Rank: 3232
Overall Rank
LQTI Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
LQTI Sortino Ratio Rank: 3030
Sortino Ratio Rank
LQTI Omega Ratio Rank: 2929
Omega Ratio Rank
LQTI Calmar Ratio Rank: 3434
Calmar Ratio Rank
LQTI Martin Ratio Rank: 3434
Martin Ratio Rank

GSG
GSG Risk / Return Rank: 7171
Overall Rank
GSG Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
GSG Sortino Ratio Rank: 6060
Sortino Ratio Rank
GSG Omega Ratio Rank: 6565
Omega Ratio Rank
GSG Calmar Ratio Rank: 8989
Calmar Ratio Rank
GSG Martin Ratio Rank: 7575
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.

LQTI vs. GSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FT Vest Investment Grade & Target Income ETF (LQTI) and iShares S&P GSCI Commodity-Indexed Trust (GSG). 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.


LQTIGSGDifference
Sharpe ratioReturn per unit of total volatility

-1.14

Sortino ratioReturn per unit of downside risk

-1.24

Omega ratioGain probability vs. loss probability

1.19

1.40

-0.21

Calmar ratioReturn relative to maximum drawdown

1.68

5.47

-3.80

Martin ratioReturn relative to average drawdown

5.15

14.39

-9.25

LQTI vs. GSG - Sharpe Ratio Comparison

The current LQTI Sharpe Ratio is 1.12, which is lower than the GSG Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of LQTI and GSG, 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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Sharpe Ratios by Period


LQTIGSGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.12

2.26

-1.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.88

-0.09

+0.97

Drawdowns

LQTI vs. GSG - Drawdown Comparison

The maximum LQTI drawdown since its inception was -3.41%, smaller than the maximum GSG drawdown of -89.62%. Use the drawdown chart below to compare losses from any high point for LQTI and GSG.


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Drawdown Indicators


LQTIGSGDifference

Max Drawdown

Largest peak-to-trough decline

-3.41%

-89.62%

+86.21%

Max Drawdown (1Y)

Largest decline over 1 year

-3.41%

-9.46%

+6.05%

Max Drawdown (3Y)

Largest decline over 3 years

-14.94%

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

-1.44%

-56.95%

+55.51%

Average Drawdown

Average peak-to-trough decline

-0.88%

-63.71%

+62.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.11%

3.59%

-2.48%

Volatility

LQTI vs. GSG - Volatility Comparison

The current volatility for FT Vest Investment Grade & Target Income ETF (LQTI) is 1.65%, while iShares S&P GSCI Commodity-Indexed Trust (GSG) has a volatility of 7.65%. This indicates that LQTI experiences smaller price fluctuations and is considered to be less risky than GSG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LQTIGSGDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.65%

7.65%

-6.00%

Volatility (6M)

Calculated over the trailing 6-month period

4.02%

20.42%

-16.40%

Volatility (1Y)

Calculated over the trailing 1-year period

5.10%

22.95%

-17.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.97%

22.61%

-16.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.97%

22.03%

-16.06%

LQTI vs. GSG - Expense Ratio Comparison

LQTI has a 0.65% expense ratio, which is lower than GSG's 0.75% expense ratio.


Dividends

LQTI vs. GSG - Dividend Comparison

LQTI's dividend yield for the trailing twelve months is around 9.11%, while GSG has not paid dividends to shareholders.


Frequently Asked Questions


LQTI and GSG have a correlation of -0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GSG has higher volatility (7.65%) compared to LQTI (1.65%). In terms of maximum drawdown, LQTI dropped -3.41% vs GSG's -89.62%.

On 1-year performance, GSG leads with 51.52% vs 5.69% for LQTI. On fees, LQTI is cheaper at 0.65% per year. On volatility, LQTI has been the lower-risk option at 1.65%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, GSG has performed better with a 51.52% return vs 5.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

LQTI is cheaper with a 0.65% expense ratio, compared with 0.75% for GSG.

LQTI has the higher dividend yield at 9.11%, compared with 0.00% for GSG.

LQTI is categorized as Derivative Income, while GSG is Commodities. They also come from different issuers: FT Vest and iShares. Their fees differ too: 0.65% for LQTI and 0.75% for GSG.

GSG currently has the higher Sharpe Ratio (2.26 vs 1.12), 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.

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