PortfoliosLab logoPortfoliosLab logo
ROE vs. GSG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ROE vs. GSG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Astoria US Equal Weight Quality Kings ETF (ROE) and iShares S&P GSCI Commodity-Indexed Trust (GSG). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ROE achieves a 21.08% return, which is significantly lower than GSG's 40.46% return.


ROE

1D
0.09%
1M
6.88%
YTD
21.08%
6M
21.44%
1Y
38.24%
3Y*
5Y*
10Y*

GSG

1D
-1.49%
1M
-5.32%
YTD
40.46%
6M
38.18%
1Y
49.68%
3Y*
18.78%
5Y*
15.39%
10Y*
7.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ROE vs. GSG - Yearly Performance Comparison


2026 (YTD)202520242023
ROE
Astoria US Equal Weight Quality Kings ETF
21.08%17.20%18.34%4.29%
GSG
iShares S&P GSCI Commodity-Indexed Trust
40.46%5.93%8.52%-6.91%

Correlation

The correlation between ROE 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 Aug 2, 2023

0.03

The correlation between ROE and GSG shifts across timeframes, from -0.17 (1 year) to 0.03 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

ROE vs. GSG — Risk / Return Rank

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

ROE
ROE Risk / Return Rank: 8585
Overall Rank
ROE Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
ROE Sortino Ratio Rank: 8484
Sortino Ratio Rank
ROE Omega Ratio Rank: 8181
Omega Ratio Rank
ROE Calmar Ratio Rank: 8484
Calmar Ratio Rank
ROE Martin Ratio Rank: 8989
Martin Ratio Rank

GSG
GSG Risk / Return Rank: 7171
Overall Rank
GSG Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
GSG Sortino Ratio Rank: 6060
Sortino Ratio Rank
GSG Omega Ratio Rank: 6666
Omega Ratio Rank
GSG Calmar Ratio Rank: 8989
Calmar Ratio Rank
GSG Martin Ratio Rank: 7474
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.

ROE vs. GSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Astoria US Equal Weight Quality Kings ETF (ROE) 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.


ROEGSGDifference
Sharpe ratioReturn per unit of total volatility

+0.59

Sortino ratioReturn per unit of downside risk

+0.93

Omega ratioGain probability vs. loss probability

1.48

1.39

+0.09

Calmar ratioReturn relative to maximum drawdown

4.44

5.28

-0.84

Martin ratioReturn relative to average drawdown

20.05

13.78

+6.27

ROE vs. GSG - Sharpe Ratio Comparison

The current ROE Sharpe Ratio is 2.76, which is comparable to the GSG Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of ROE 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.


Loading charts...

Sharpe Ratios by Period


ROEGSGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.76

2.17

+0.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

1.39

-0.09

+1.48

Drawdowns

ROE vs. GSG - Drawdown Comparison

The maximum ROE drawdown since its inception was -19.10%, smaller than the maximum GSG drawdown of -89.62%. Use the drawdown chart below to compare losses from any high point for ROE and GSG.


Loading charts...

Drawdown Indicators


ROEGSGDifference

Max Drawdown

Largest peak-to-trough decline

-19.10%

-89.62%

+70.52%

Max Drawdown (1Y)

Largest decline over 1 year

-8.66%

-9.46%

+0.80%

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

0.00%

-57.59%

+57.59%

Average Drawdown

Average peak-to-trough decline

-2.58%

-63.71%

+61.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.91%

3.62%

-1.71%

Volatility

ROE vs. GSG - Volatility Comparison

The current volatility for Astoria US Equal Weight Quality Kings ETF (ROE) is 3.69%, while iShares S&P GSCI Commodity-Indexed Trust (GSG) has a volatility of 7.72%. This indicates that ROE 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.


Loading charts...

Volatility by Period


ROEGSGDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.69%

7.72%

-4.03%

Volatility (6M)

Calculated over the trailing 6-month period

10.65%

20.48%

-9.83%

Volatility (1Y)

Calculated over the trailing 1-year period

13.92%

23.01%

-9.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.77%

22.61%

-6.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.77%

22.03%

-6.26%

ROE vs. GSG - Expense Ratio Comparison

ROE has a 0.49% expense ratio, which is lower than GSG's 0.75% expense ratio.


Dividends

ROE vs. GSG - Dividend Comparison

ROE's dividend yield for the trailing twelve months is around 0.94%, while GSG has not paid dividends to shareholders.


PositionTTM202520242023
GSG
iShares S&P GSCI Commodity-Indexed Trust
0.00%0.00%0.00%0.00%
ROE
Astoria US Equal Weight Quality Kings ETF
0.94%0.97%1.18%0.68%

Frequently Asked Questions


ROE 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 (7.72%) compared to ROE (3.69%). In terms of maximum drawdown, ROE dropped -19.10% vs GSG's -89.62%.

On 1-year performance, GSG leads with 49.68% vs 38.24% for ROE. On fees, ROE is cheaper at 0.49% per year. On volatility, ROE has been the lower-risk option at 3.69%. 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 49.68% return vs 38.24%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ROE is cheaper with a 0.49% expense ratio, compared with 0.75% for GSG.

ROE has the higher dividend yield at 0.94%, compared with 0.00% for GSG.

ROE is categorized as Large Cap Value Equities, while GSG is Commodities. They also come from different issuers: Astoria and iShares. Their fees differ too: 0.49% for ROE and 0.75% for GSG.

ROE currently has the higher Sharpe Ratio (2.76 vs 2.17), 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 ROE and GSG

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer