USSG vs. PDBC
Compare and contrast key facts about Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC).
USSG and PDBC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USSG is a passively managed fund by Deutsche Bank that tracks the performance of the MSCI USA ESG Leaders. It was launched on Mar 7, 2019. PDBC is an actively managed fund by Invesco. It was launched on Nov 7, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USSG or PDBC.
Correlation
The correlation between USSG and PDBC is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
USSG vs. PDBC - Performance Comparison
Key characteristics
USSG:
1.85
PDBC:
0.57
USSG:
2.51
PDBC:
0.89
USSG:
1.34
PDBC:
1.10
USSG:
2.76
PDBC:
0.28
USSG:
10.63
PDBC:
1.49
USSG:
2.45%
PDBC:
5.26%
USSG:
14.07%
PDBC:
13.73%
USSG:
-34.10%
PDBC:
-49.52%
USSG:
-2.14%
PDBC:
-18.81%
Returns By Period
In the year-to-date period, USSG achieves a 2.32% return, which is significantly lower than PDBC's 4.70% return.
USSG
2.32%
2.17%
8.46%
25.26%
14.49%
N/A
PDBC
4.70%
7.62%
4.07%
7.05%
9.60%
3.92%
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USSG vs. PDBC - Expense Ratio Comparison
USSG has a 0.10% expense ratio, which is lower than PDBC's 0.58% expense ratio.
Risk-Adjusted Performance
USSG vs. PDBC — Risk-Adjusted Performance Rank
USSG
PDBC
USSG vs. PDBC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC). 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.
Dividends
USSG vs. PDBC - Dividend Comparison
USSG's dividend yield for the trailing twelve months is around 1.10%, less than PDBC's 4.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
USSG Xtrackers MSCI USA ESG Leaders Equity ETF | 1.10% | 1.13% | 1.60% | 1.52% | 1.14% | 1.42% | 1.21% | 0.00% | 0.00% | 0.00% |
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | 4.23% | 4.43% | 4.21% | 13.04% | 50.83% | 0.01% | 1.40% | 1.00% | 3.83% | 6.50% |
Drawdowns
USSG vs. PDBC - Drawdown Comparison
The maximum USSG drawdown since its inception was -34.10%, smaller than the maximum PDBC drawdown of -49.52%. Use the drawdown chart below to compare losses from any high point for USSG and PDBC. For additional features, visit the drawdowns tool.
Volatility
USSG vs. PDBC - Volatility Comparison
Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) has a higher volatility of 5.43% compared to Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (PDBC) at 3.53%. This indicates that USSG's price experiences larger fluctuations and is considered to be riskier than PDBC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.