FTSM vs PDBC

Comparison between FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM, ETF) and INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF (PDBC, ETF).

5-Year PerformancePDBC has outperformed FTSM, delivering a return of +12.9% compared to +3.4%

FTSM vs PDBC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTSM(ETF)	PDBC(ETF)
Net Assets	$6.50B	$6.50B
Expense Ratio	0.29%	0.59%
Max Drawdown	5.39%	55.56%
Sharpe Ratio	1.11	2.13
5Y Beta	-0.00	0.17
5Y Dividends CAGR	38.45%	35.96%

Net Assets

FTSM

$6.50B

PDBC

$6.50B

Expense Ratio

Winner

FTSM

0.29%

PDBC

0.59%

Max Drawdown

Winner

FTSM

5.39%

PDBC

55.56%

Sharpe Ratio

FTSM

1.11

Winner

PDBC

2.13

5Y Beta

Winner

FTSM

-0.00

PDBC

0.17

5Y Dividends CAGR

Winner

FTSM

38.45%

PDBC

35.96%

FTSM vs PDBC - Historical Returns

Returns include dividend reinvestment.

Period	FTSM	PDBC
1 month	+0.35%	+6.23%
3 months	+0.77%	+25.49%
6 months	+1.85%	+37.66%
1 year	+4.29%	+48.44%
5 years(CAGR)	+3.42%	+12.88%
10 years(CAGR)	+2.53%	+9.70%
Max(CAGR)	+2.21%	+4.20%

FTSM

+0.35%

Winner

PDBC

+6.23%

FTSM

+0.77%

Winner

PDBC

+25.49%

FTSM

+1.85%

Winner

PDBC

+37.66%

FTSM

+4.29%

Winner

PDBC

+48.44%

5Y(CAGR)

FTSM

+3.42%

Winner

PDBC

+12.88%

10Y(CAGR)

FTSM

+2.53%

Winner

PDBC

+9.70%

Max(CAGR)

FTSM

+2.21%

Winner

PDBC

+4.20%

FTSM vs PDBC - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	FTSM	PDBC
2026	+1.18%	+36.07%
2025	+4.60%	+4.78%
2024	+5.20%	+2.93%
2023	+5.12%	-3.86%
2022	+1.04%	+18.74%
2021	-0.03%	+42.33%
2020	+1.12%	-8.29%
2019	+2.81%	+11.07%
2018	+1.92%	-13.27%
2017	+1.62%	+5.64%
2016	+1.18%	+19.28%
2015	+0.22%	-26.23%
2014	-0.11%	-15.49%

FTSM vs PDBC Drawdown Comparison

The maximum drawdown for FTSM was -4.12%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.

The maximum drawdown for PDBC was -49.54%, occurring on Apr 28, 2020. Recovery took 1745 trading sessions.

The current PDBC drawdown is -3.27%.

Rank	FTSM	PDBC
#1	-4.12% Mar 3, 2020 - Jun 8, 2020	-49.54% Nov 7, 2014 - Oct 14, 2021
#2	-1.80% Aug 31, 2015 - May 10, 2017	-27.64% Jun 9, 2022 - Mar 6, 2026
#3	-0.65% Oct 4, 2021 - Nov 2, 2022	-13.22% Mar 8, 2022 - Apr 18, 2022
#4	-0.35% May 21, 2015 - Aug 31, 2015	-11.62% Oct 20, 2021 - Jan 18, 2022
#5	-0.30% Oct 21, 2014 - Jan 30, 2015	-5.40% Apr 18, 2022 - May 26, 2022
#6	-0.20% Sep 5, 2014 - Oct 16, 2014	-4.98% Mar 18, 2026 - Mar 30, 2026
#7	-0.15% Apr 3, 2025 - Apr 17, 2025	-4.05% Apr 6, 2026 - Apr 22, 2026
#8	-0.15% Mar 16, 2015 - Apr 20, 2015	-3.48% May 4, 2026 - May 6, 2026
#9	-0.13% Jan 30, 2015 - Mar 2, 2015	-2.29% Mar 30, 2026 - Apr 2, 2026
#10	-0.12% Feb 27, 2026 - Mar 30, 2026	-1.80% Mar 12, 2026 - Mar 18, 2026
#11	-0.12% Nov 23, 2018 - Dec 24, 2018	-1.73% Feb 24, 2022 - Feb 28, 2022
#12	-0.12% Jun 10, 2020 - Jun 22, 2020	-1.59% Feb 14, 2022 - Feb 22, 2022
#13	-0.12% Jul 6, 2020 - Jul 20, 2020	-1.16% Mar 6, 2026 - Mar 10, 2026
#14	-0.10% Mar 20, 2023 - Mar 23, 2023	-0.86% Apr 30, 2026 - May 4, 2026
#15	-0.10% Aug 7, 2014 - Aug 15, 2014	-0.81% May 27, 2022 - Jun 2, 2022

Correlation

Correlation between FTSM and PDBC is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2014 - 2026)

FTSM vs PDBC dividend yield comparison.

Year	FTSM	PDBC
2026	1.35%	0.00%
2025	4.28%	3.84%
2024	4.91%	4.42%
2023	4.62%	4.21%
2022	1.62%	13.05%
2021	0.39%	50.83%
2020	1.20%	0.01%
2019	2.38%	1.40%
2018	2.14%	1.00%
2017	1.49%	3.83%
2016	1.03%	6.51%
2015	0.48%	0.00%
2014	0.16%	0.00%