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PDBC vs. FAAR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PDBC vs. FAAR - 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 First Trust Alternative Absolute Return Strategy ETF (FAAR). 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 FAAR's 25.73% return. Over the past 10 years, PDBC has outperformed FAAR with an annualized return of 8.79%, while FAAR has yielded a comparatively lower 5.17% annualized 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%

FAAR

1D
0.01%
1M
-0.79%
YTD
25.73%
6M
23.17%
1Y
40.73%
3Y*
11.79%
5Y*
8.07%
10Y*
5.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PDBC vs. FAAR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
36.23%5.96%2.09%-6.25%19.23%41.72%-7.84%11.44%-12.78%5.06%
FAAR
First Trust Alternative Absolute Return Strategy ETF
25.73%8.07%5.97%-5.63%10.15%12.34%8.60%-1.28%-9.17%5.00%

Correlation

The correlation between PDBC and FAAR 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 (3Y)
Calculated over the trailing 3-year period

0.57

Correlation (5Y)
Calculated over the trailing 5-year period

0.58

Correlation (10Y)
Calculated over the trailing 10-year period

0.47

Correlation (All Time)
Calculated using the full available price history since May 24, 2016

0.47

Over the past year, PDBC and FAAR have become more correlated (0.78) than their long-term average of 0.47, meaning their price movements have been converging.

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Return for Risk

PDBC vs. FAAR — 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

FAAR
FAAR Risk / Return Rank: 9090
Overall Rank
FAAR Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
FAAR Sortino Ratio Rank: 9090
Sortino Ratio Rank
FAAR Omega Ratio Rank: 8484
Omega Ratio Rank
FAAR Calmar Ratio Rank: 9595
Calmar Ratio Rank
FAAR Martin Ratio Rank: 9292
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. FAAR - 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 First Trust Alternative Absolute Return Strategy ETF (FAAR). 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.


PDBCFAARDifference
Sharpe ratioReturn per unit of total volatility

-0.58

Sortino ratioReturn per unit of downside risk

-1.09

Omega ratioGain probability vs. loss probability

1.43

1.52

-0.09

Calmar ratioReturn relative to maximum drawdown

6.35

8.44

-2.09

Martin ratioReturn relative to average drawdown

13.39

23.64

-10.25

PDBC vs. FAAR - Sharpe Ratio Comparison

The current PDBC Sharpe Ratio is 2.46, which is comparable to the FAAR Sharpe Ratio of 3.04. The chart below compares the historical Sharpe Ratios of PDBC and FAAR, 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


PDBCFAARDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.46

3.04

-0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

0.62

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.45

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.45

-0.22

Drawdowns

PDBC vs. FAAR - Drawdown Comparison

The maximum PDBC drawdown since its inception was -49.52%, which is greater than FAAR's maximum drawdown of -18.03%. Use the drawdown chart below to compare losses from any high point for PDBC and FAAR.


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Drawdown Indicators


PDBCFAARDifference

Max Drawdown

Largest peak-to-trough decline

-49.52%

-18.03%

-31.49%

Max Drawdown (1Y)

Largest decline over 1 year

-7.19%

-4.85%

-2.34%

Max Drawdown (3Y)

Largest decline over 3 years

-13.95%

-11.54%

-2.41%

Max Drawdown (5Y)

Largest decline over 5 years

-27.63%

-18.03%

-9.60%

Max Drawdown (10Y)

Largest decline over 10 years

-40.73%

-18.03%

-22.70%

Current Drawdown

Current decline from peak

-4.55%

-1.11%

-3.44%

Average Drawdown

Average peak-to-trough decline

-23.21%

-7.85%

-15.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.41%

1.73%

+1.68%

Volatility

PDBC vs. FAAR - Volatility Comparison

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) has a higher volatility of 6.20% compared to First Trust Alternative Absolute Return Strategy ETF (FAAR) at 2.44%. This indicates that PDBC's price experiences larger fluctuations and is considered to be riskier than FAAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PDBCFAARDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.20%

2.44%

+3.76%

Volatility (6M)

Calculated over the trailing 6-month period

15.78%

9.72%

+6.06%

Volatility (1Y)

Calculated over the trailing 1-year period

18.61%

13.48%

+5.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.12%

13.02%

+6.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.78%

11.51%

+6.27%

PDBC vs. FAAR - Expense Ratio Comparison

PDBC has a 0.58% expense ratio, which is lower than FAAR's 0.95% expense ratio.


Dividends

PDBC vs. FAAR - Dividend Comparison

PDBC's dividend yield for the trailing twelve months is around 2.82%, less than FAAR's 9.15% yield.


PositionTTM2025202420232022202120202019201820172016
FAAR
First Trust Alternative Absolute Return Strategy ETF
9.15%11.63%3.45%3.20%5.82%6.49%3.05%1.02%0.58%2.83%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


PDBC and FAAR 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.

PDBC has higher volatility (6.20%) compared to FAAR (2.44%). In terms of maximum drawdown, PDBC dropped -49.52% vs FAAR's -18.03%.

On 10-year performance, PDBC leads with 8.79% vs 5.17% for FAAR. On fees, PDBC is cheaper at 0.58% per year. On volatility, FAAR has been the lower-risk option at 2.44%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, PDBC has performed better with a 8.79% return vs 5.17%. 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 0.95% for FAAR.

FAAR has the higher dividend yield at 9.15%, compared with 2.82% for PDBC.

They also come from different issuers: Invesco and First Trust. Their fees differ too: 0.58% for PDBC and 0.95% for FAAR.

FAAR currently has the higher Sharpe Ratio (3.04 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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