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MEDX vs. GSG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MEDX vs. GSG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Horizon Kinetics Medical ETF (MEDX) 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, MEDX achieves a 0.84% return, which is significantly lower than GSG's 42.58% return.


MEDX

1D
0.92%
1M
2.85%
YTD
0.84%
6M
0.03%
1Y
29.45%
3Y*
5.77%
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)

MEDX vs. GSG - Yearly Performance Comparison


2026 (YTD)202520242023
MEDX
Horizon Kinetics Medical ETF
0.84%28.62%-4.68%-6.22%
GSG
iShares S&P GSCI Commodity-Indexed Trust
42.58%5.93%8.52%-5.42%

Correlation

The correlation between MEDX and GSG is -0.24, 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

-0.24

Correlation (3Y)
Calculated over the trailing 3-year period

-0.10

Correlation (All Time)
Calculated using the full available price history since Feb 1, 2023

-0.06

The correlation between MEDX and GSG shifts across timeframes, from -0.24 (1 year) to -0.06 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

MEDX vs. GSG — Risk / Return Rank

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

MEDX
MEDX Risk / Return Rank: 5050
Overall Rank
MEDX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
MEDX Sortino Ratio Rank: 5353
Sortino Ratio Rank
MEDX Omega Ratio Rank: 4545
Omega Ratio Rank
MEDX Calmar Ratio Rank: 5757
Calmar Ratio Rank
MEDX Martin Ratio Rank: 4747
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.

MEDX vs. GSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Horizon Kinetics Medical ETF (MEDX) 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.


MEDXGSGDifference
Sharpe ratioReturn per unit of total volatility

-0.60

Sortino ratioReturn per unit of downside risk

-0.31

Omega ratioGain probability vs. loss probability

1.29

1.40

-0.12

Calmar ratioReturn relative to maximum drawdown

2.81

5.47

-2.67

Martin ratioReturn relative to average drawdown

7.81

14.39

-6.59

MEDX vs. GSG - Sharpe Ratio Comparison

The current MEDX Sharpe Ratio is 1.65, which is comparable to the GSG Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of MEDX 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


MEDXGSGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.65

2.26

-0.60

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

0.27

-0.09

+0.35

Drawdowns

MEDX vs. GSG - Drawdown Comparison

The maximum MEDX drawdown since its inception was -23.10%, smaller than the maximum GSG drawdown of -89.62%. Use the drawdown chart below to compare losses from any high point for MEDX and GSG.


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Drawdown Indicators


MEDXGSGDifference

Max Drawdown

Largest peak-to-trough decline

-23.10%

-89.62%

+66.52%

Max Drawdown (1Y)

Largest decline over 1 year

-10.54%

-9.46%

-1.08%

Max Drawdown (3Y)

Largest decline over 3 years

-23.10%

-14.94%

-8.16%

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

-5.55%

-56.95%

+51.40%

Average Drawdown

Average peak-to-trough decline

-6.72%

-63.71%

+56.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.78%

3.59%

+0.19%

Volatility

MEDX vs. GSG - Volatility Comparison

The current volatility for Horizon Kinetics Medical ETF (MEDX) is 4.92%, while iShares S&P GSCI Commodity-Indexed Trust (GSG) has a volatility of 7.65%. This indicates that MEDX 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


MEDXGSGDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.92%

7.65%

-2.73%

Volatility (6M)

Calculated over the trailing 6-month period

13.08%

20.42%

-7.34%

Volatility (1Y)

Calculated over the trailing 1-year period

17.88%

22.95%

-5.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.97%

22.61%

-5.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.97%

22.03%

-5.06%

MEDX vs. GSG - Expense Ratio Comparison

MEDX has a 0.85% expense ratio, which is higher than GSG's 0.75% expense ratio.


Dividends

MEDX vs. GSG - Dividend Comparison

MEDX's dividend yield for the trailing twelve months is around 1.22%, while GSG has not paid dividends to shareholders.


PositionTTM202520242023
GSG
iShares S&P GSCI Commodity-Indexed Trust
0.00%0.00%0.00%0.00%
MEDX
Horizon Kinetics Medical ETF
1.22%1.23%1.92%4.94%

Frequently Asked Questions


MEDX and GSG have a correlation of -0.24, 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 MEDX (4.92%). In terms of maximum drawdown, MEDX dropped -23.10% vs GSG's -89.62%.

On 3-year performance, GSG leads with 19.31% vs 5.77% for MEDX. On fees, GSG is cheaper at 0.75% per year. On volatility, MEDX has been the lower-risk option at 4.92%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, GSG has performed better with a 19.31% return vs 5.77%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

GSG is cheaper with a 0.75% expense ratio, compared with 0.85% for MEDX.

MEDX has the higher dividend yield at 1.22%, compared with 0.00% for GSG.

MEDX is categorized as Health & Biotech Equities, while GSG is Commodities. They also come from different issuers: Horizon and iShares. Their fees differ too: 0.85% for MEDX and 0.75% for GSG.

GSG currently has the higher Sharpe Ratio (2.26 vs 1.65), 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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