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RDVI vs. GSG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RDVI vs. GSG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) 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, RDVI achieves a 19.32% return, which is significantly lower than GSG's 32.05% return.


RDVI

1D
1.36%
1M
3.24%
6M
14.75%
YTD
19.32%
1Y
30.66%
3Y*
19.56%
5Y*
10Y*
ALL TIME*
21.18%

GSG

1D
-2.34%
1M
7.33%
6M
21.51%
YTD
32.05%
1Y
36.06%
3Y*
12.37%
5Y*
13.92%
10Y*
7.99%
ALL TIME*
-2.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$18.82M$16.77M$25.29M
$26.62M$24.09M$18.88M

RDVI vs. GSG - Yearly Performance Comparison


2026 (YTD)2025202420232022
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
19.32%17.93%14.56%18.63%8.29%
GSG
iShares S&P GSCI Commodity-Indexed Trust
32.05%5.93%8.52%-5.51%-0.93%

Correlation

The correlation between RDVI and GSG is -0.23, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.23

Correlation (3Y)
Balances recent behavior with more history.

0.04

Correlation (All Time)
Calculated using the full available price history since Oct 20, 2022

0.14

The correlation between RDVI and GSG shifts across timeframes, from -0.23 (1 year) to 0.14 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

RDVI vs. GSG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RDVI
RDVI Risk / Return Rank: 8686
Overall Rank
RDVI Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
RDVI Sortino Ratio Rank: 8686
Sortino Ratio Rank
RDVI Omega Ratio Rank: 8282
Omega Ratio Rank
RDVI Calmar Ratio Rank: 8585
Calmar Ratio Rank
RDVI Martin Ratio Rank: 8989
Martin Ratio Rank

GSG
GSG Risk / Return Rank: 5050
Overall Rank
GSG Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
GSG Sortino Ratio Rank: 5151
Sortino Ratio Rank
GSG Omega Ratio Rank: 5252
Omega Ratio Rank
GSG Calmar Ratio Rank: 4848
Calmar Ratio Rank
GSG Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RDVI vs. GSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FT Vest Rising Dividend Achievers Target Income ETF (RDVI) 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.

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.


RDVIGSGDifference
Sharpe ratioReturn per unit of total volatility

+0.73

Sortino ratioReturn per unit of downside risk

+1.12

Omega ratioGain probability vs. loss probability

1.38

1.26

+0.12

Calmar ratioReturn relative to maximum drawdown

3.63

1.93

+1.71

Martin ratioReturn relative to average drawdown

15.23

6.13

+9.09

RDVI vs. GSG - Sharpe Ratio Comparison

The current RDVI Sharpe Ratio is 2.21, which is higher than the GSG Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of RDVI 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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Drawdowns

RDVI vs. GSG - Drawdown Comparison

The maximum RDVI drawdown since its inception was -18.35%, smaller than the maximum GSG drawdown of -89.62%. Use the drawdown chart below to compare losses from any high point for RDVI and GSG.


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Drawdown Indicators


RDVIGSGDifference

Max Drawdown

Largest peak-to-trough decline

-18.35%

-89.62%

+71.27%

Max Drawdown (1Y)

Largest decline over 1 year

-8.48%

-18.81%

+10.33%

Max Drawdown (3Y)

Largest decline over 3 years

-18.35%

-18.81%

+0.46%

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

0.00%

-60.13%

+60.13%

Average Drawdown

Average peak-to-trough decline

-3.07%

-63.67%

+60.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.02%

5.90%

-3.88%

Volatility

RDVI vs. GSG - Volatility Comparison

The current volatility for FT Vest Rising Dividend Achievers Target Income ETF (RDVI) is 3.65%, while iShares S&P GSCI Commodity-Indexed Trust (GSG) has a volatility of 9.06%. This indicates that RDVI 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


RDVIGSGDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.65%

9.06%

-5.41%

Volatility (6M)

Calculated over the trailing 6-month period

10.92%

22.00%

-11.08%

Volatility (1Y)

Calculated over the trailing 1-year period

13.99%

24.45%

-10.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.83%

22.90%

-6.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.83%

22.09%

-5.26%

RDVI vs. GSG - Expense Ratio Comparison

Both RDVI and GSG have an expense ratio of 0.75%.


Dividends

RDVI vs. GSG - Dividend Comparison

RDVI's dividend yield for the trailing twelve months is around 7.58%, while GSG has not paid dividends to shareholders.


PositionTTM2025202420232022
GSG
iShares S&P GSCI Commodity-Indexed Trust
0.00%0.00%0.00%0.00%0.00%
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
7.58%8.10%8.62%8.45%1.53%

Frequently Asked Questions


RDVI and GSG have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GSG has higher volatility (9.06%) compared to RDVI (3.65%). In terms of maximum drawdown, RDVI dropped -18.35% vs GSG's -89.62%.

On 3-year performance, RDVI leads with 19.56% vs 12.37% for GSG. Both ETFs have the same 0.75% expense ratio. On volatility, RDVI has been the lower-risk option at 3.65%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, RDVI has performed better with a 19.56% return vs 12.37%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RDVI and GSG have the same expense ratio: 0.75% per year.

RDVI has the higher dividend yield at 7.58%, compared with 0.00% for GSG.

RDVI is categorized as Derivative Income, while GSG is Commodities. RDVI tracks NASDAQ US Rising Dividend Achievers, while GSG tracks S&P GSCI Total Return Index. They also come from different issuers: FT Vest and iShares.

RDVI currently has the higher Sharpe Ratio (2.21 vs 1.48), 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 RDVI and GSG

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