PortfoliosLab logoPortfoliosLab logo
SAA vs. ISCMF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SAA vs. ISCMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Ultra SmallCap600 (SAA) and iShares Diversified Commodity Swap UCITS ETF (ISCMF). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SAA achieves a 36.86% return, which is significantly higher than ISCMF's 22.87% return.


SAA

1D
-0.55%
1M
8.20%
YTD
36.86%
6M
31.50%
1Y
66.49%
3Y*
21.67%
5Y*
2.49%
10Y*
12.61%

ISCMF

1D
0.00%
1M
-4.99%
YTD
22.87%
6M
22.87%
1Y
31.30%
3Y*
16.78%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SAA vs. ISCMF - Yearly Performance Comparison


2026 (YTD)2025202420232022
SAA
ProShares Ultra SmallCap600
36.86%0.29%5.60%21.32%-26.75%
ISCMF
iShares Diversified Commodity Swap UCITS ETF
22.87%19.65%3.13%-9.58%-5.82%

Correlation

The correlation between SAA and ISCMF is -0.09, 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

-0.09

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

-0.01

Correlation (All Time)
Calculated using the full available price history since Mar 17, 2022

-0.04

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

SAA vs. ISCMF — Risk / Return Rank

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

SAA
SAA Risk / Return Rank: 6363
Overall Rank
SAA Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
SAA Sortino Ratio Rank: 5858
Sortino Ratio Rank
SAA Omega Ratio Rank: 5151
Omega Ratio Rank
SAA Calmar Ratio Rank: 7777
Calmar Ratio Rank
SAA Martin Ratio Rank: 6969
Martin Ratio Rank

ISCMF
ISCMF Risk / Return Rank: 7878
Overall Rank
ISCMF Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
ISCMF Sortino Ratio Rank: 7777
Sortino Ratio Rank
ISCMF Omega Ratio Rank: 9898
Omega Ratio Rank
ISCMF Calmar Ratio Rank: 9292
Calmar Ratio Rank
ISCMF 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.

SAA vs. ISCMF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra SmallCap600 (SAA) and iShares Diversified Commodity Swap UCITS ETF (ISCMF). 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.


SAAISCMFDifference
Sharpe ratioReturn per unit of total volatility

+0.09

Sortino ratioReturn per unit of downside risk

-0.63

Omega ratioGain probability vs. loss probability

1.30

2.31

-1.01

Calmar ratioReturn relative to maximum drawdown

3.67

5.53

-1.86

Martin ratioReturn relative to average drawdown

11.94

11.85

+0.09

SAA vs. ISCMF - Sharpe Ratio Comparison

The current SAA Sharpe Ratio is 1.85, which is comparable to the ISCMF Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of SAA and ISCMF, 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...

Drawdowns

SAA vs. ISCMF - Drawdown Comparison

The maximum SAA drawdown since its inception was -87.39%, which is greater than ISCMF's maximum drawdown of -25.42%. Use the drawdown chart below to compare losses from any high point for SAA and ISCMF.


Loading charts...

Drawdown Indicators


SAAISCMFDifference

Max Drawdown

Largest peak-to-trough decline

-87.39%

-25.42%

-61.97%

Max Drawdown (1Y)

Largest decline over 1 year

-18.21%

-5.69%

-12.52%

Max Drawdown (3Y)

Largest decline over 3 years

-50.84%

-7.62%

-43.22%

Max Drawdown (5Y)

Largest decline over 5 years

-55.37%

Max Drawdown (10Y)

Largest decline over 10 years

-74.54%

Current Drawdown

Current decline from peak

-0.69%

-5.26%

+4.57%

Average Drawdown

Average peak-to-trough decline

-27.35%

-13.35%

-14.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.59%

2.65%

+2.94%

Volatility

SAA vs. ISCMF - Volatility Comparison

ProShares Ultra SmallCap600 (SAA) has a higher volatility of 9.60% compared to iShares Diversified Commodity Swap UCITS ETF (ISCMF) at 5.11%. This indicates that SAA's price experiences larger fluctuations and is considered to be riskier than ISCMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SAAISCMFDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.60%

5.11%

+4.49%

Volatility (6M)

Calculated over the trailing 6-month period

24.43%

15.45%

+8.98%

Volatility (1Y)

Calculated over the trailing 1-year period

36.09%

17.84%

+18.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.53%

14.29%

+29.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.15%

14.29%

+31.86%

SAA vs. ISCMF - Expense Ratio Comparison

SAA has a 0.95% expense ratio, which is higher than ISCMF's 0.19% expense ratio.


Dividends

SAA vs. ISCMF - Dividend Comparison

SAA's dividend yield for the trailing twelve months is around 0.74%, while ISCMF has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019201820172016
ISCMF
iShares Diversified Commodity Swap UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SAA
ProShares Ultra SmallCap600
0.74%1.05%1.36%0.88%0.46%0.00%0.03%0.35%0.27%0.00%0.14%

Frequently Asked Questions


SAA and ISCMF have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SAA has higher volatility (9.60%) compared to ISCMF (5.11%). In terms of maximum drawdown, SAA dropped -87.39% vs ISCMF's -25.42%.

On 3-year performance, SAA leads with 21.67% vs 16.78% for ISCMF. On fees, ISCMF is cheaper at 0.19% per year. On volatility, ISCMF has been the lower-risk option at 5.11%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, SAA has performed better with a 21.67% return vs 16.78%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ISCMF is cheaper with a 0.19% expense ratio, compared with 0.95% for SAA.

SAA has the higher dividend yield at 0.74%, compared with 0.00% for ISCMF.

SAA is categorized as Leveraged Equities, while ISCMF is Commodities. SAA tracks S&P SmallCap 600 Index (200%), while ISCMF tracks Bloomberg Commodity Index. They also come from different issuers: ProShares and iShares. Their fees differ too: 0.95% for SAA and 0.19% for ISCMF.

SAA currently has the higher Sharpe Ratio (1.85 vs 1.76), 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 SAA and ISCMF

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