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PSCH vs. CMDT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PSCH vs. CMDT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P SmallCap Health Care ETF (PSCH) and PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PSCH achieves a 11.73% return, which is significantly lower than CMDT's 13.43% return.


PSCH

1D
1.22%
1M
10.05%
YTD
11.73%
6M
7.03%
1Y
24.00%
3Y*
4.19%
5Y*
-5.17%
10Y*
8.18%

CMDT

1D
-1.14%
1M
-8.86%
YTD
13.43%
6M
13.42%
1Y
21.34%
3Y*
12.77%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PSCH vs. CMDT - Yearly Performance Comparison


2026 (YTD)202520242023
PSCH
Invesco S&P SmallCap Health Care ETF
11.73%-0.49%3.77%-2.91%
CMDT
PIMCO Commodity Strategy Active Exchange-Traded Fund
13.43%12.78%6.93%5.37%

Correlation

The correlation between PSCH and CMDT is -0.12, 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

-0.12

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

-0.02

Correlation (All Time)
Calculated using the full available price history since May 10, 2023

0.01

The correlation between PSCH and CMDT shifts across timeframes, from -0.12 (1 year) to 0.01 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

PSCH vs. CMDT — Risk / Return Rank

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

PSCH
PSCH Risk / Return Rank: 3434
Overall Rank
PSCH Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
PSCH Sortino Ratio Rank: 3636
Sortino Ratio Rank
PSCH Omega Ratio Rank: 3333
Omega Ratio Rank
PSCH Calmar Ratio Rank: 3333
Calmar Ratio Rank
PSCH Martin Ratio Rank: 3434
Martin Ratio Rank

CMDT
CMDT Risk / Return Rank: 5050
Overall Rank
CMDT Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
CMDT Sortino Ratio Rank: 5252
Sortino Ratio Rank
CMDT Omega Ratio Rank: 4848
Omega Ratio Rank
CMDT Calmar Ratio Rank: 4141
Calmar Ratio Rank
CMDT Martin Ratio Rank: 5858
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.

PSCH vs. CMDT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Health Care ETF (PSCH) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PSCHCMDTDifference
Sharpe ratioReturn per unit of total volatility

-0.53

Sortino ratioReturn per unit of downside risk

-0.61

Omega ratioGain probability vs. loss probability

1.21

1.29

-0.08

Calmar ratioReturn relative to maximum drawdown

1.57

1.93

-0.36

Martin ratioReturn relative to average drawdown

4.73

9.62

-4.89

PSCH vs. CMDT - Sharpe Ratio Comparison

The current PSCH Sharpe Ratio is 1.18, which is lower than the CMDT Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of PSCH and CMDT, 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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Drawdowns

PSCH vs. CMDT - Drawdown Comparison

The maximum PSCH drawdown since its inception was -46.32%, which is greater than CMDT's maximum drawdown of -11.11%. Use the drawdown chart below to compare losses from any high point for PSCH and CMDT.


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Drawdown Indicators


PSCHCMDTDifference

Max Drawdown

Largest peak-to-trough decline

-46.32%

-11.11%

-35.21%

Max Drawdown (1Y)

Largest decline over 1 year

-15.36%

-11.11%

-4.25%

Max Drawdown (3Y)

Largest decline over 3 years

-22.98%

-11.11%

-11.87%

Max Drawdown (5Y)

Largest decline over 5 years

-46.32%

Max Drawdown (10Y)

Largest decline over 10 years

-46.32%

Current Drawdown

Current decline from peak

-23.82%

-11.11%

-12.71%

Average Drawdown

Average peak-to-trough decline

-13.50%

-2.77%

-10.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.08%

2.25%

+2.83%

Volatility

PSCH vs. CMDT - Volatility Comparison

Invesco S&P SmallCap Health Care ETF (PSCH) has a higher volatility of 4.90% compared to PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) at 3.26%. This indicates that PSCH'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


PSCHCMDTDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.90%

3.26%

+1.64%

Volatility (6M)

Calculated over the trailing 6-month period

14.54%

10.60%

+3.94%

Volatility (1Y)

Calculated over the trailing 1-year period

20.45%

12.65%

+7.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.94%

12.24%

+10.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.63%

12.24%

+11.39%

PSCH vs. CMDT - Expense Ratio Comparison

PSCH has a 0.29% expense ratio, which is lower than CMDT's 0.65% expense ratio.


Dividends

PSCH vs. CMDT - Dividend Comparison

PSCH's dividend yield for the trailing twelve months is around 0.01%, less than CMDT's 2.67% yield.


PositionTTM2025202420232022202120202019201820172016
CMDT
PIMCO Commodity Strategy Active Exchange-Traded Fund
2.67%3.04%8.80%2.71%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PSCH
Invesco S&P SmallCap Health Care ETF
0.01%0.04%0.27%0.01%2.27%0.00%0.00%0.00%0.00%0.00%0.03%

Frequently Asked Questions


PSCH and CMDT have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PSCH has higher volatility (4.90%) compared to CMDT (3.26%). In terms of maximum drawdown, PSCH dropped -46.32% vs CMDT's -11.11%.

On 3-year performance, CMDT leads with 12.77% vs 4.19% for PSCH. On fees, PSCH is cheaper at 0.29% per year. On volatility, CMDT has been the lower-risk option at 3.26%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, CMDT has performed better with a 12.77% return vs 4.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PSCH is cheaper with a 0.29% expense ratio, compared with 0.65% for CMDT.

CMDT has the higher dividend yield at 2.67%, compared with 0.01% for PSCH.

PSCH is categorized as Health & Biotech Equities, while CMDT is Commodities. PSCH tracks S&P SmallCap 600 Health Care Index, while CMDT tracks Bloomberg Roll Select Commodity Total Return Index. They also come from different issuers: Invesco and PIMCO. Their fees differ too: 0.29% for PSCH and 0.65% for CMDT.

CMDT currently has the higher Sharpe Ratio (1.71 vs 1.18), 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

Find the right allocation for PSCH and CMDT

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