CMDY vs MFSV

Comparison between ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF (CMDY, ETF) and MFS ACTIVE VALUE ETF (MFSV, ETF).

CMDY vs MFSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMDY(ETF)	MFSV(ETF)
Net Assets	$559M	$561M
Expense Ratio	0.28%	0.44%
Max Drawdown	33.81%	13.09%
Sharpe Ratio	1.77	1.15
5Y Beta	0.13	0.59
P/E Ratio	N/A	20.75
Forward P/E	N/A	18.30
PEG Ratio	N/A	0.47
5Y Dividends CAGR	50.79%	N/A
5Y EPS CAGR	N/A	14.50%
Debt to Equity	N/A	75.17%
P/S Ratio	N/A	1.83
P/B Ratio	N/A	3.48

Net Assets

CMDY

$559M

Winner

MFSV

$561M

Expense Ratio

Winner

CMDY

0.28%

MFSV

0.44%

Max Drawdown

CMDY

33.81%

Winner

MFSV

13.09%

Sharpe Ratio

Winner

CMDY

1.77

MFSV

1.15

5Y Beta

Winner

CMDY

0.13

MFSV

0.59

P/E Ratio

CMDY

N/A

MFSV

20.75

Forward P/E

CMDY

N/A

MFSV

18.30

PEG Ratio

CMDY

N/A

MFSV

0.47

5Y Dividends CAGR

CMDY

50.79%

MFSV

N/A

5Y EPS CAGR

CMDY

N/A

MFSV

14.50%

Debt to Equity

CMDY

N/A

MFSV

75.17%

P/S Ratio

CMDY

N/A

MFSV

1.83

P/B Ratio

CMDY

N/A

MFSV

3.48

CMDY vs MFSV - Historical Returns

Returns include dividend reinvestment.

Period	CMDY	MFSV
1 month	+3.56%	+1.46%
3 months	+1.82%	+7.24%
6 months	+14.87%	+7.41%
1 year	+38.05%	+16.97%
5 years(CAGR)	+10.92%	N/A
10 years(CAGR)	+8.12%	N/A
Max(CAGR)	+8.12%	+12.54%

Winner

CMDY

+3.56%

MFSV

+1.46%

CMDY

+1.82%

Winner

MFSV

+7.24%

Winner

CMDY

+14.87%

MFSV

+7.41%

Winner

CMDY

+38.05%

MFSV

+16.97%

5Y(CAGR)

CMDY

+10.92%

MFSV

N/A

10Y(CAGR)

CMDY

+8.12%

MFSV

N/A

Max(CAGR)

CMDY

+8.12%

Winner

MFSV

+12.54%

CMDY vs MFSV - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	CMDY	MFSV
2026	+26.92%	+12.14%
2025	+15.05%	+13.80%
2024	+5.97%	-4.64%
2023	-7.25%	N/A
2022	+13.73%	N/A
2021	+25.42%	N/A
2020	+0.99%	N/A
2019	+4.79%	N/A
2018	-11.10%	N/A

CMDY vs MFSV Drawdown Comparison

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

The maximum drawdown for MFSV was -12.74%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.

The current CMDY drawdown is -2.70%. The current MFSV drawdown is -0.93%.

Rank	CMDY	MFSV
#1	-31.20% May 24, 2018 - Apr 22, 2021	-12.74% Feb 28, 2025 - Jun 27, 2025
#2	-26.56% Jun 7, 2022 - Jan 23, 2026	-6.34% Mar 2, 2026 - Jun 4, 2026
#3	-14.23% May 12, 2026 - Jun 24, 2026	-5.49% Dec 5, 2024 - Jan 27, 2025
#4	-10.71% Mar 8, 2022 - Apr 14, 2022	-3.45% Oct 27, 2025 - Nov 28, 2025
#5	-10.02% Oct 25, 2021 - Jan 26, 2022	-2.97% Jul 25, 2025 - Aug 20, 2025
#6	-7.73% Jan 29, 2026 - Mar 5, 2026	-2.48% Oct 3, 2025 - Oct 27, 2025
#7	-7.56% Apr 18, 2022 - Jun 6, 2022	-1.78% Jan 16, 2026 - Feb 4, 2026
#8	-5.77% Jul 29, 2021 - Sep 3, 2021	-1.66% Jul 3, 2025 - Jul 23, 2025
#9	-5.72% Jun 11, 2021 - Jul 22, 2021	-1.62% Jul 28, 2026 - Aug 3, 2026
#10	-4.67% Mar 18, 2026 - Apr 2, 2026	-1.50% Jan 6, 2026 - Jan 9, 2026
#11	-4.16% Apr 6, 2026 - Apr 27, 2026	-1.40% Aug 22, 2025 - Sep 11, 2025
#12	-3.79% Sep 15, 2021 - Sep 27, 2021	-1.36% Aug 14, 2026 - Aug 20, 2026
#13	-3.20% May 11, 2021 - Jun 1, 2021	-1.31% Dec 15, 2025 - Dec 24, 2025
#14	-2.63% May 4, 2026 - May 12, 2026	-1.22% Jun 16, 2026 - Jul 1, 2026
#15	-2.00% Mar 12, 2026 - Mar 18, 2026	-1.21% Feb 11, 2026 - Feb 26, 2026