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PDBC vs. CMCI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PDBC vs. CMCI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) and VanEck CMCI Commodity Strategy ETF (CMCI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PDBC achieves a 36.23% return, which is significantly higher than CMCI's 23.01% return.


PDBC

1D
0.39%
1M
-3.37%
YTD
36.23%
6M
36.27%
1Y
45.46%
3Y*
14.42%
5Y*
12.39%
10Y*
8.79%

CMCI

1D
-0.31%
1M
-0.41%
YTD
23.01%
6M
23.83%
1Y
30.85%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PDBC vs. CMCI - Yearly Performance Comparison


2026 (YTD)202520242023
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
36.23%5.96%2.09%-4.37%
CMCI
VanEck CMCI Commodity Strategy ETF
23.01%7.90%5.68%-2.87%

Correlation

The correlation between PDBC and CMCI is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.91

Correlation (All Time)
Calculated using the full available price history since Aug 24, 2023

0.90

The correlation between PDBC and CMCI has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.

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Return for Risk

PDBC vs. CMCI — Risk / Return Rank

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

PDBC
PDBC Risk / Return Rank: 7474
Overall Rank
PDBC Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
PDBC Sortino Ratio Rank: 6767
Sortino Ratio Rank
PDBC Omega Ratio Rank: 7070
Omega Ratio Rank
PDBC Calmar Ratio Rank: 9292
Calmar Ratio Rank
PDBC Martin Ratio Rank: 7070
Martin Ratio Rank

CMCI
CMCI Risk / Return Rank: 8181
Overall Rank
CMCI Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
CMCI Sortino Ratio Rank: 7676
Sortino Ratio Rank
CMCI Omega Ratio Rank: 7777
Omega Ratio Rank
CMCI Calmar Ratio Rank: 9292
Calmar Ratio Rank
CMCI Martin Ratio Rank: 8181
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.

PDBC vs. CMCI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) and VanEck CMCI Commodity Strategy ETF (CMCI). 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.


PDBCCMCIDifference
Sharpe ratioReturn per unit of total volatility

-0.09

Sortino ratioReturn per unit of downside risk

-0.28

Omega ratioGain probability vs. loss probability

1.43

1.46

-0.03

Calmar ratioReturn relative to maximum drawdown

6.35

6.16

+0.19

Martin ratioReturn relative to average drawdown

13.39

16.15

-2.76

PDBC vs. CMCI - Sharpe Ratio Comparison

The current PDBC Sharpe Ratio is 2.46, which is comparable to the CMCI Sharpe Ratio of 2.54. The chart below compares the historical Sharpe Ratios of PDBC and CMCI, 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


PDBCCMCIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.46

2.54

-0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.94

-0.71

Drawdowns

PDBC vs. CMCI - Drawdown Comparison

The maximum PDBC drawdown since its inception was -49.52%, which is greater than CMCI's maximum drawdown of -11.54%. Use the drawdown chart below to compare losses from any high point for PDBC and CMCI.


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Drawdown Indicators


PDBCCMCIDifference

Max Drawdown

Largest peak-to-trough decline

-49.52%

-11.54%

-37.98%

Max Drawdown (1Y)

Largest decline over 1 year

-7.19%

-5.03%

-2.16%

Max Drawdown (3Y)

Largest decline over 3 years

-13.95%

Max Drawdown (5Y)

Largest decline over 5 years

-27.63%

Max Drawdown (10Y)

Largest decline over 10 years

-40.73%

Current Drawdown

Current decline from peak

-4.55%

-3.12%

-1.43%

Average Drawdown

Average peak-to-trough decline

-23.21%

-3.54%

-19.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.41%

1.92%

+1.49%

Volatility

PDBC vs. CMCI - Volatility Comparison

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) has a higher volatility of 6.20% compared to VanEck CMCI Commodity Strategy ETF (CMCI) at 4.25%. This indicates that PDBC's price experiences larger fluctuations and is considered to be riskier than CMCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PDBCCMCIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.20%

4.25%

+1.95%

Volatility (6M)

Calculated over the trailing 6-month period

15.78%

10.14%

+5.64%

Volatility (1Y)

Calculated over the trailing 1-year period

18.61%

12.19%

+6.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.12%

12.63%

+6.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.78%

12.63%

+5.15%

PDBC vs. CMCI - Expense Ratio Comparison

PDBC has a 0.58% expense ratio, which is lower than CMCI's 0.65% expense ratio.


Dividends

PDBC vs. CMCI - Dividend Comparison

PDBC's dividend yield for the trailing twelve months is around 2.82%, less than CMCI's 8.04% yield.


PositionTTM2025202420232022202120202019201820172016
CMCI
VanEck CMCI Commodity Strategy ETF
8.04%9.89%3.93%1.64%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
2.82%3.84%4.42%4.21%13.05%50.83%0.01%1.40%1.00%3.83%6.51%

Frequently Asked Questions


With a correlation of 0.91, PDBC and CMCI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

PDBC has higher volatility (6.20%) compared to CMCI (4.25%). In terms of maximum drawdown, PDBC dropped -49.52% vs CMCI's -11.54%.

On 1-year performance, PDBC leads with 45.46% vs 30.85% for CMCI. On fees, PDBC is cheaper at 0.58% per year. On volatility, CMCI has been the lower-risk option at 4.25%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, PDBC has performed better with a 45.46% return vs 30.85%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PDBC is cheaper with a 0.58% expense ratio, compared with 0.65% for CMCI.

CMCI has the higher dividend yield at 8.04%, compared with 2.82% for PDBC.

They also come from different issuers: Invesco and VanEck. Their fees differ too: 0.58% for PDBC and 0.65% for CMCI.

CMCI currently has the higher Sharpe Ratio (2.54 vs 2.46), 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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