RSMC vs. CMDT

Last updated Jul 16, 2026

RSMC (Rockefeller U.S. Small-Mid Cap ETF) and CMDT (PIMCO Commodity Strategy Active Exchange-Traded Fund) are both exchange-traded funds - RSMC is a Small Cap Growth Equities fund actively managed by Rockefeller, while CMDT is a Commodities fund tracking the Bloomberg Roll Select Commodity Total Return Index. RSMC is actively managed, while CMDT is passively managed. Over the past year, RSMC returned 9.43% vs 27.46% for CMDT. At a correlation of -0.00, they often move in opposite directions. RSMC charges 0.75%/yr vs 0.65%/yr for CMDT.

Performance

RSMC vs. CMDT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rockefeller U.S. Small-Mid Cap ETF (RSMC) and PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RSMC achieves a 11.33% return, which is significantly lower than CMDT's 18.21% return.

RSMC

• 1D: 0.52%
• 1M: -2.48%
• 6M: 5.91%
• YTD: 11.33%
• 1Y: 9.43%
• 3Y*: —
• 5Y*: —
• 10Y*: —

CMDT

• 1D: 0.30%
• 1M: 1.04%
• 6M: 14.20%
• YTD: 18.21%
• 1Y: 27.46%
• 3Y*: 13.09%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

RSMC vs. CMDT - Yearly Performance Comparison

	2026 (YTD)	2025	2024
RSMC Rockefeller U.S. Small-Mid Cap ETF	11.33%	-1.02%	0.67%
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund	18.21%	12.78%	-1.05%

Correlation

The correlation between RSMC and CMDT is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.08
Correlation (All Time) Calculated using the full available price history since Oct 11, 2024	-0.00

Return for Risk

RSMC vs. CMDT — Risk / Return Rank

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

RSMC

RSMC Risk / Return Rank: 21
RSMC Sharpe Ratio Rank: 19
RSMC Sortino Ratio Rank: 19
RSMC Omega Ratio Rank: 18
RSMC Calmar Ratio Rank: 23
RSMC Martin Ratio Rank: 25

CMDT

CMDT Risk / Return Rank: 70
CMDT Sharpe Ratio Rank: 84
CMDT Sortino Ratio Rank: 82
CMDT Omega Ratio Rank: 78
CMDT Calmar Ratio Rank: 51
CMDT Martin Ratio Rank: 57

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.

RSMC vs. CMDT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rockefeller U.S. Small-Mid Cap ETF (RSMC) 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.

	RSMC	CMDT	Difference
Sharpe ratio: Return per unit of total volatility	0.55	2.14	-1.59
Sortino ratio: Return per unit of downside risk	0.90	2.93	-2.02
Omega ratio: Gain probability vs. loss probability	1.11	1.36	-0.26
Calmar ratio: Return relative to maximum drawdown	0.90	2.09	-1.18
Martin ratio: Return relative to average drawdown	2.70	7.94	-5.25

RSMC vs. CMDT - Sharpe Ratio Comparison

The current RSMC Sharpe Ratio is 0.55, which is lower than the CMDT Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of RSMC 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.

Drawdowns

RSMC vs. CMDT - Drawdown Comparison

The maximum RSMC drawdown since its inception was -22.33%, which is greater than CMDT's maximum drawdown of -13.23%. Use the drawdown chart below to compare losses from any high point for RSMC and CMDT.

Drawdown Indicators

	RSMC	CMDT	Difference
Max Drawdown Largest peak-to-trough decline	-22.33%	-13.23%	-9.10%
Max Drawdown (1Y) Largest decline over 1 year	-10.49%	-13.23%	+2.74%
Max Drawdown (3Y) Largest decline over 3 years	—	-13.23%	—
Current Drawdown Current decline from peak	-2.79%	-7.36%	+4.57%
Average Drawdown Average peak-to-trough decline	-5.01%	-2.92%	-2.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.50%	3.47%	+0.03%

Volatility

RSMC vs. CMDT - Volatility Comparison

The current volatility for Rockefeller U.S. Small-Mid Cap ETF (RSMC) is 4.06%, while PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) has a volatility of 4.50%. This indicates that RSMC experiences smaller price fluctuations and is considered to be less risky than CMDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RSMC	CMDT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.06%	4.50%	-0.44%
Volatility (6M) Calculated over the trailing 6-month period	12.59%	11.02%	+1.57%
Volatility (1Y) Calculated over the trailing 1-year period	17.33%	12.89%	+4.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.08%	12.32%	+7.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.08%	12.32%	+7.76%

RSMC vs. CMDT - Expense Ratio Comparison

RSMC has a 0.75% expense ratio, which is higher than CMDT's 0.65% expense ratio.

Dividends

RSMC vs. CMDT - Dividend Comparison

RSMC has not paid dividends to shareholders, while CMDT's dividend yield for the trailing twelve months is around 2.61%.

Position	TTM	2025	2024	2023
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund	2.61%	3.04%	8.80%	2.71%
RSMC Rockefeller U.S. Small-Mid Cap ETF	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RSMC and CMDT in my portfolio?

RSMC and CMDT have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RSMC or CMDT?

CMDT has higher volatility (4.50%) compared to RSMC (4.06%). In terms of maximum drawdown, RSMC dropped -22.33% vs CMDT's -13.23%.

Which ETF is better, RSMC or CMDT?

On 1-year performance, CMDT leads with 27.46% vs 9.43% for RSMC. On fees, CMDT is cheaper at 0.65% per year. On volatility, RSMC has been the lower-risk option at 4.06%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RSMC or CMDT?

Over the 1-year period, CMDT has performed better with a 27.46% return vs 9.43%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RSMC or CMDT?

CMDT is cheaper with a 0.65% expense ratio, compared with 0.75% for RSMC.

Which ETF pays a higher dividend yield, RSMC or CMDT?

CMDT has the higher dividend yield at 2.61%, compared with 0.00% for RSMC.

What is the main difference between RSMC and CMDT?

RSMC is categorized as Small Cap Growth Equities, while CMDT is Commodities. They also come from different issuers: Rockefeller and PIMCO. Their fees differ too: 0.75% for RSMC and 0.65% for CMDT.

Which has better risk-adjusted returns?

CMDT currently has the higher Sharpe Ratio (2.14 vs 0.55), 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.