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PDBC vs. CMDT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PDBC vs. CMDT - 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 PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT). The values are adjusted to include any dividend payments, if applicable.

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PDBC vs. CMDT - Yearly Performance Comparison


Returns By Period

In the year-to-date period, PDBC achieves a 30.72% return, which is significantly higher than CMDT's 16.96% return.


PDBC

1D
-1.03%
1M
16.09%
YTD
30.72%
6M
33.97%
1Y
32.00%
3Y*
11.28%
5Y*
14.29%
10Y*
9.86%

CMDT

1D
-0.74%
1M
8.58%
YTD
16.96%
6M
19.62%
1Y
24.37%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PDBC vs. CMDT - Expense Ratio Comparison

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


Return for Risk

PDBC vs. CMDT — Risk / Return Rank

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

PDBC
PDBC Risk / Return Rank: 8585
Overall Rank
PDBC Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
PDBC Sortino Ratio Rank: 8787
Sortino Ratio Rank
PDBC Omega Ratio Rank: 8383
Omega Ratio Rank
PDBC Calmar Ratio Rank: 9191
Calmar Ratio Rank
PDBC Martin Ratio Rank: 7676
Martin Ratio Rank

CMDT
CMDT Risk / Return Rank: 8787
Overall Rank
CMDT Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
CMDT Sortino Ratio Rank: 8989
Sortino Ratio Rank
CMDT Omega Ratio Rank: 8585
Omega Ratio Rank
CMDT Calmar Ratio Rank: 8787
Calmar Ratio Rank
CMDT Martin Ratio Rank: 8686
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. CMDT - 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 PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT). 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.


PDBCCMDTDifference

Sharpe ratio

Return per unit of total volatility

1.72

1.85

-0.13

Sortino ratio

Return per unit of downside risk

2.31

2.50

-0.19

Omega ratio

Gain probability vs. loss probability

1.31

1.34

-0.02

Calmar ratio

Return relative to maximum drawdown

3.04

2.72

+0.32

Martin ratio

Return relative to average drawdown

7.48

10.00

-2.52

PDBC vs. CMDT - Sharpe Ratio Comparison

The current PDBC Sharpe Ratio is 1.72, which is comparable to the CMDT Sharpe Ratio of 1.85. The chart below compares the historical Sharpe Ratios of PDBC and CMDT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PDBCCMDTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.72

1.85

-0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.76

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

1.22

-1.01

Correlation

The correlation between PDBC and CMDT is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

PDBC vs. CMDT - Dividend Comparison

PDBC's dividend yield for the trailing twelve months is around 2.94%, more than CMDT's 2.60% yield.


TTM2025202420232022202120202019201820172016
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
2.94%3.84%4.42%4.21%13.05%50.83%0.01%1.40%1.00%3.83%6.51%
CMDT
PIMCO Commodity Strategy Active Exchange-Traded Fund
2.60%3.04%8.80%2.71%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PDBC vs. CMDT - Drawdown Comparison

The maximum PDBC drawdown since its inception was -49.52%, which is greater than CMDT's maximum drawdown of -9.69%. Use the drawdown chart below to compare losses from any high point for PDBC and CMDT.


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Drawdown Indicators


PDBCCMDTDifference

Max Drawdown

Largest peak-to-trough decline

-49.52%

-9.69%

-39.83%

Max Drawdown (1Y)

Largest decline over 1 year

-11.07%

-9.21%

-1.86%

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

-1.03%

-0.74%

-0.29%

Average Drawdown

Average peak-to-trough decline

-23.53%

-2.79%

-20.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.50%

2.51%

+1.99%

Volatility

PDBC vs. CMDT - Volatility Comparison

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) has a higher volatility of 8.15% compared to PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) at 5.26%. This indicates that PDBC's price experiences larger fluctuations and is considered to be riskier than CMDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PDBCCMDTDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.15%

5.26%

+2.89%

Volatility (6M)

Calculated over the trailing 6-month period

13.88%

9.59%

+4.29%

Volatility (1Y)

Calculated over the trailing 1-year period

18.72%

13.23%

+5.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.92%

12.13%

+6.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.69%

12.13%

+5.56%