CMDY vs LQDH

Comparison between ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF (CMDY, ETF) and ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF).

5-Year PerformanceCMDY has outperformed LQDH, delivering a return of +10.1% compared to +5.2%

CMDY vs LQDH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMDY(ETF)	LQDH(ETF)
Net Assets	$523M	$522M
Expense Ratio	0.28%	0.24%
Max Drawdown	33.81%	28.17%
Sharpe Ratio	1.43	0.83
5Y Beta	0.16	0.14
5Y Dividends CAGR	50.79%	25.10%

Net Assets

Winner

CMDY

$523M

LQDH

$522M

Expense Ratio

CMDY

0.28%

Winner

LQDH

0.24%

Max Drawdown

CMDY

33.81%

Winner

LQDH

28.17%

Sharpe Ratio

Winner

CMDY

1.43

LQDH

0.83

5Y Beta

CMDY

0.16

Winner

LQDH

0.14

5Y Dividends CAGR

Winner

CMDY

50.79%

LQDH

25.10%

CMDY vs LQDH - Historical Returns

Returns include dividend reinvestment.

Period	CMDY	LQDH
1 month	+5.24%	-0.42%
3 months	-0.07%	+1.11%
6 months	+13.71%	+1.16%
1 year	+29.93%	+5.96%
5 years(CAGR)	+10.07%	+5.22%
10 years(CAGR)	+7.68%	+4.46%
Max(CAGR)	+7.68%	+3.50%

Winner

CMDY

+5.24%

LQDH

-0.42%

CMDY

-0.07%

Winner

LQDH

+1.11%

Winner

CMDY

+13.71%

LQDH

+1.16%

Winner

CMDY

+29.93%

LQDH

+5.96%

5Y(CAGR)

Winner

CMDY

+10.07%

LQDH

+5.22%

10Y(CAGR)

Winner

CMDY

+7.68%

LQDH

+4.46%

Max(CAGR)

Winner

CMDY

+7.68%

LQDH

+3.50%

CMDY vs LQDH - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	CMDY	LQDH
2026	+21.77%	+1.99%
2025	+15.05%	+7.00%
2024	+5.97%	+7.80%
2023	-7.25%	+10.83%
2022	+13.73%	-2.00%
2021	+25.42%	+2.60%
2020	+0.99%	+2.05%
2019	+4.79%	+9.32%
2018	-11.10%	-1.83%
2017	N/A	+6.03%
2016	N/A	+5.89%
2015	N/A	-2.14%
2014	N/A	-1.86%

CMDY vs LQDH Drawdown Comparison

The maximum drawdown for CMDY was -31.20%, occurring on Mar 18, 2020. Recovery took 732 trading sessions.

The maximum drawdown for LQDH was -24.63%, occurring on Mar 20, 2020. Recovery took 225 trading sessions.

The current CMDY drawdown is -6.64%. The current LQDH drawdown is -0.57%.

Rank	CMDY	LQDH
#1	-31.20% May 24, 2018 - Apr 22, 2021	-24.63% Dec 31, 2019 - Nov 19, 2020
#2	-26.56% Jun 7, 2022 - Jan 23, 2026	-9.64% Jul 16, 2014 - Dec 13, 2016
#3	-14.23% May 12, 2026 - Jun 24, 2026	-7.08% Nov 5, 2021 - Jan 26, 2023
#4	-10.71% Mar 8, 2022 - Apr 14, 2022	-4.86% Feb 19, 2025 - Jun 4, 2025
#5	-10.02% Oct 25, 2021 - Jan 26, 2022	-4.56% Oct 1, 2018 - Apr 8, 2019
#6	-7.73% Jan 29, 2026 - Mar 5, 2026	-2.94% Feb 2, 2023 - Jun 2, 2023
#7	-7.56% Apr 18, 2022 - Jun 6, 2022	-2.55% Jul 24, 2019 - Oct 18, 2019
#8	-5.77% Jul 29, 2021 - Sep 3, 2021	-2.44% Feb 1, 2018 - Aug 3, 2018
#9	-5.72% Jun 11, 2021 - Jul 22, 2021	-2.35% Jan 22, 2026 - Apr 15, 2026
#10	-4.67% Mar 18, 2026 - Apr 2, 2026	-2.20% Apr 26, 2019 - Jul 1, 2019
#11	-4.16% Apr 6, 2026 - Apr 27, 2026	-1.96% Feb 18, 2021 - Mar 31, 2021
#12	-3.79% Sep 15, 2021 - Sep 27, 2021	-1.81% Jul 10, 2024 - Aug 19, 2024
#13	-3.20% May 11, 2021 - Jun 1, 2021	-1.38% Sep 19, 2023 - Nov 10, 2023
#14	-2.63% May 4, 2026 - May 12, 2026	-1.22% Jul 21, 2017 - Sep 21, 2017
#15	-2.00% Mar 12, 2026 - Mar 18, 2026	-1.17% Dec 27, 2016 - Feb 21, 2017

Correlation

Correlation between CMDY and LQDH is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2014 - 2026)

CMDY vs LQDH dividend yield comparison.

Year	CMDY	LQDH
2026	0.00%	2.88%
2025	12.89%	6.06%
2024	4.23%	7.57%
2023	5.10%	7.69%
2022	3.98%	3.73%
2021	16.09%	1.65%
2020	0.15%	2.22%
2019	2.21%	3.09%
2018	1.73%	5.08%
2017	0.00%	2.37%
2016	0.00%	2.33%
2015	0.00%	2.98%
2014	0.00%	2.19%