EPU vs CMDY

Comparison between ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF (EPU, ETF) and ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF (CMDY, ETF).

5-Year PerformanceEPU has outperformed CMDY, delivering a return of +30.4% compared to +10.1%

EPU vs CMDY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EPU(ETF)	CMDY(ETF)
Net Assets	$524M	$523M
Expense Ratio	0.59%	0.28%
Max Drawdown	64.62%	33.81%
Sharpe Ratio	1.96	1.43
5Y Beta	0.87	0.16
P/E Ratio	19.12	N/A
Forward P/E	19.39	N/A
PEG Ratio	0.07	N/A
5Y Dividends CAGR	23.04%	50.79%
5Y EPS CAGR	32.11%	N/A
Debt to Equity	60.76%	N/A
P/S Ratio	1.75	N/A
P/B Ratio	3.67	N/A

Net Assets

Winner

EPU

$524M

CMDY

$523M

Expense Ratio

EPU

0.59%

Winner

CMDY

0.28%

Max Drawdown

EPU

64.62%

Winner

CMDY

33.81%

Sharpe Ratio

Winner

EPU

1.96

CMDY

1.43

5Y Beta

EPU

0.87

Winner

CMDY

0.16

P/E Ratio

EPU

19.12

CMDY

N/A

Forward P/E

EPU

19.39

CMDY

N/A

PEG Ratio

EPU

0.07

CMDY

N/A

5Y Dividends CAGR

EPU

23.04%

Winner

CMDY

50.79%

5Y EPS CAGR

EPU

32.11%

CMDY

N/A

Debt to Equity

EPU

60.76%

CMDY

N/A

P/S Ratio

EPU

1.75

CMDY

N/A

P/B Ratio

EPU

3.67

CMDY

N/A

EPU vs CMDY - Historical Returns

Returns include dividend reinvestment.

Period	EPU	CMDY
1 month	-0.55%	+5.24%
3 months	+7.96%	-0.07%
6 months	+4.12%	+13.71%
1 year	+81.71%	+29.93%
5 years(CAGR)	+30.41%	+10.07%
10 years(CAGR)	+13.97%	+7.68%
Max(CAGR)	+10.75%	+7.68%

EPU

-0.55%

Winner

CMDY

+5.24%

Winner

EPU

+7.96%

CMDY

-0.07%

EPU

+4.12%

Winner

CMDY

+13.71%

Winner

EPU

+81.71%

CMDY

+29.93%

5Y(CAGR)

Winner

EPU

+30.41%

CMDY

+10.07%

10Y(CAGR)

Winner

EPU

+13.97%

CMDY

+7.68%

Max(CAGR)

Winner

EPU

+10.75%

CMDY

+7.68%

EPU vs CMDY - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	EPU	CMDY
2026	+21.78%	+21.77%
2025	+85.21%	+15.05%
2024	+23.00%	+5.97%
2023	+24.05%	-7.25%
2022	+0.48%	+13.73%
2021	-12.88%	+25.42%
2020	-4.80%	+0.99%
2019	+6.71%	+4.79%
2018	-13.92%	-11.10%
2017	+28.47%	N/A
2016	+64.99%	N/A
2015	-35.82%	N/A
2014	-3.94%	N/A
2013	-26.81%	N/A
2012	+20.98%	N/A
2011	-22.39%	N/A
2010	+54.49%	N/A
2009	+34.33%	N/A

EPU vs CMDY Drawdown Comparison

The maximum drawdown for EPU was -60.62%, occurring on Jan 19, 2016. Recovery took 1263 trading sessions.

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

The current EPU drawdown is -5.64%. The current CMDY drawdown is -6.64%.

Rank	EPU	CMDY
#1	-60.62% Jan 17, 2013 - Jan 24, 2018	-31.20% May 24, 2018 - Apr 22, 2021
#2	-50.96% Apr 19, 2018 - Mar 8, 2024	-26.56% Jun 7, 2022 - Jan 23, 2026
#3	-31.96% Dec 7, 2010 - Jan 14, 2013	-14.23% May 12, 2026 - Jun 24, 2026
#4	-20.85% Feb 27, 2026 - Mar 20, 2026	-10.71% Mar 8, 2022 - Apr 14, 2022
#5	-17.30% Jan 11, 2010 - Aug 2, 2010	-10.02% Oct 25, 2021 - Jan 26, 2022
#6	-14.82% Mar 25, 2025 - May 6, 2025	-7.73% Jan 29, 2026 - Mar 5, 2026
#7	-12.39% May 20, 2024 - Sep 26, 2024	-7.56% Apr 18, 2022 - Jun 6, 2022
#8	-9.88% Oct 28, 2024 - Mar 17, 2025	-5.77% Jul 29, 2021 - Sep 3, 2021
#9	-9.75% Oct 22, 2009 - Jan 6, 2010	-5.72% Jun 11, 2021 - Jul 22, 2021
#10	-9.28% Jan 26, 2018 - Apr 18, 2018	-4.67% Mar 18, 2026 - Apr 2, 2026
#11	-8.27% Jan 29, 2026 - Feb 25, 2026	-4.16% Apr 6, 2026 - Apr 27, 2026
#12	-7.82% Oct 16, 2025 - Dec 1, 2025	-3.79% Sep 15, 2021 - Sep 27, 2021
#13	-7.19% Jul 1, 2009 - Jul 20, 2009	-3.20% May 11, 2021 - Jun 1, 2021
#14	-5.96% Nov 8, 2010 - Dec 2, 2010	-2.63% May 4, 2026 - May 12, 2026
#15	-4.88% Oct 14, 2010 - Nov 2, 2010	-2.00% Mar 12, 2026 - Mar 18, 2026

Correlation

Correlation between EPU and CMDY is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2009 - 2026)

EPU vs CMDY dividend yield comparison.

Year	EPU	CMDY
2026	1.63%	0.00%
2025	1.63%	12.89%
2024	5.78%	4.23%
2023	4.17%	5.10%
2022	5.56%	3.98%
2021	3.13%	16.09%
2020	1.91%	0.15%
2019	2.67%	2.21%
2018	1.53%	1.73%
2017	3.30%	0.00%
2016	0.85%	0.00%
2015	1.90%	0.00%
2014	1.66%	0.00%
2013	1.72%	0.00%
2012	3.54%	0.00%
2011	2.83%	0.00%
2010	1.69%	0.00%
2009	0.40%	0.00%