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RFLR vs. GSG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RFLR vs. GSG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Innovator U.S. Small Cap Managed Floor ETF (RFLR) 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, RFLR achieves a 7.57% return, which is significantly lower than GSG's 36.99% return.


RFLR

1D
-1.86%
1M
0.10%
YTD
7.57%
6M
7.78%
1Y
25.48%
3Y*
5Y*
10Y*

GSG

1D
-2.47%
1M
-3.81%
YTD
36.99%
6M
33.63%
1Y
45.17%
3Y*
17.71%
5Y*
14.82%
10Y*
7.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RFLR vs. GSG - Yearly Performance Comparison


2026 (YTD)20252024
RFLR
Innovator U.S. Small Cap Managed Floor ETF
7.57%11.81%2.29%
GSG
iShares S&P GSCI Commodity-Indexed Trust
36.99%5.93%4.87%

Correlation

The correlation between RFLR and GSG is -0.17, 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

-0.17

Correlation (All Time)
Calculated using the full available price history since Sep 18, 2024

-0.05

The correlation between RFLR and GSG shifts across timeframes, from -0.17 (1 year) to -0.05 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

RFLR vs. GSG — Risk / Return Rank

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

RFLR
RFLR Risk / Return Rank: 7474
Overall Rank
RFLR Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
RFLR Sortino Ratio Rank: 7070
Sortino Ratio Rank
RFLR Omega Ratio Rank: 6565
Omega Ratio Rank
RFLR Calmar Ratio Rank: 8585
Calmar Ratio Rank
RFLR Martin Ratio Rank: 8282
Martin Ratio Rank

GSG
GSG Risk / Return Rank: 6666
Overall Rank
GSG Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
GSG Sortino Ratio Rank: 5555
Sortino Ratio Rank
GSG Omega Ratio Rank: 6060
Omega Ratio Rank
GSG Calmar Ratio Rank: 8787
Calmar Ratio Rank
GSG Martin Ratio Rank: 6969
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.

RFLR vs. GSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Innovator U.S. Small Cap Managed Floor ETF (RFLR) 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.


RFLRGSGDifference
Sharpe ratioReturn per unit of total volatility

+0.09

Sortino ratioReturn per unit of downside risk

+0.37

Omega ratioGain probability vs. loss probability

1.36

1.35

+0.01

Calmar ratioReturn relative to maximum drawdown

4.42

4.80

-0.38

Martin ratioReturn relative to average drawdown

15.55

12.37

+3.18

RFLR vs. GSG - Sharpe Ratio Comparison

The current RFLR Sharpe Ratio is 2.05, which is comparable to the GSG Sharpe Ratio of 1.96. The chart below compares the historical Sharpe Ratios of RFLR 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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Sharpe Ratios by Period


RFLRGSGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.05

1.96

+0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

1.05

-0.09

+1.15

Drawdowns

RFLR vs. GSG - Drawdown Comparison

The maximum RFLR drawdown since its inception was -15.48%, smaller than the maximum GSG drawdown of -89.62%. Use the drawdown chart below to compare losses from any high point for RFLR and GSG.


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Drawdown Indicators


RFLRGSGDifference

Max Drawdown

Largest peak-to-trough decline

-15.48%

-89.62%

+74.14%

Max Drawdown (1Y)

Largest decline over 1 year

-5.79%

-9.46%

+3.67%

Max Drawdown (3Y)

Largest decline over 3 years

-14.94%

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

-1.86%

-58.64%

+56.78%

Average Drawdown

Average peak-to-trough decline

-3.83%

-63.71%

+59.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.64%

3.66%

-2.02%

Volatility

RFLR vs. GSG - Volatility Comparison

The current volatility for Innovator U.S. Small Cap Managed Floor ETF (RFLR) is 4.27%, while iShares S&P GSCI Commodity-Indexed Trust (GSG) has a volatility of 7.03%. This indicates that RFLR 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


RFLRGSGDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.27%

7.03%

-2.76%

Volatility (6M)

Calculated over the trailing 6-month period

8.64%

20.66%

-12.02%

Volatility (1Y)

Calculated over the trailing 1-year period

12.46%

23.15%

-10.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.30%

22.63%

-10.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.30%

22.04%

-9.74%

RFLR vs. GSG - Expense Ratio Comparison

RFLR has a 0.89% expense ratio, which is higher than GSG's 0.75% expense ratio.


Dividends

RFLR vs. GSG - Dividend Comparison

RFLR's dividend yield for the trailing twelve months is around 0.62%, while GSG has not paid dividends to shareholders.


PositionTTM20252024
GSG
iShares S&P GSCI Commodity-Indexed Trust
0.00%0.00%0.00%
RFLR
Innovator U.S. Small Cap Managed Floor ETF
0.62%0.67%0.26%

Frequently Asked Questions


RFLR and GSG have a correlation of -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GSG has higher volatility (7.03%) compared to RFLR (4.27%). In terms of maximum drawdown, RFLR dropped -15.48% vs GSG's -89.62%.

On 1-year performance, GSG leads with 45.17% vs 25.48% for RFLR. On fees, GSG is cheaper at 0.75% per year. On volatility, RFLR has been the lower-risk option at 4.27%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, GSG has performed better with a 45.17% return vs 25.48%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

GSG is cheaper with a 0.75% expense ratio, compared with 0.89% for RFLR.

RFLR has the higher dividend yield at 0.62%, compared with 0.00% for GSG.

RFLR is categorized as Equity Hedged, while GSG is Commodities. They also come from different issuers: Innovator and iShares. Their fees differ too: 0.89% for RFLR and 0.75% for GSG.

RFLR currently has the higher Sharpe Ratio (2.05 vs 1.96), 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

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