CMDT vs QQQ

CMDT vs QQQ
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Quick Verdict

QQQ has a lower expense ratio. CMDT delivered stronger 1-year returns. CMDT offers more diversification with 352 holdings.

Lower Fees: QQQHigher Returns: CMDTMore Diversified: CMDT

Side-by-Side Comparison

MetricCMDTQQQWinner
Expense Ratio0.65%0.18%
AUM$826M$496.3B
Dividend Yield1.91%0.44%
Holdings352108
YTD Return+23.90%+19.32%
1Y Return+32.34%+27.08%
3Y Return (annualized)+13.74%+27.54%
5Y Return (annualized)-+15.51%
Volatility (annualized)11.4%30.6%
Max Drawdown-13.2%-83.0%
Fund FamilyPIMCO (US)Invesco (US)
CategoryCommodityEquity
InceptionMay 9, 2023Mar 10, 1999

CMDT vs QQQ Performance

PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) is a ETF from PIMCO (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year CMDT returned +32.34% while QQQ returned +27.08%. Year to date, CMDT is up 23.90% versus a gain of 19.32% for QQQ.

Over three years, CMDT compounded at +13.74% per year against +27.54% for QQQ. Across the full 3-year window we track, CMDT has the edge at +14.82% annualized vs +13.13%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 11.4% for CMDT. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -13.2% for CMDT and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CMDT charges 0.65% per year while QQQ charges 0.18%. On a $10,000 position that is $65 vs $18 annually, a gap of $47 per year that compounds over a long holding period. On income, CMDT currently yields 1.91% against 0.44% for QQQ.

Holdings Overlap

0.0%overlap

CMDT and QQQ share 0 holdings out of 251 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, CMDT or QQQ?

CMDT has an expense ratio of 0.65% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, CMDT or QQQ?

Over the past year CMDT returned +32.34% vs +27.08% for QQQ, so CMDT leads on 1-year performance. Over the longest common window we track (3 years), CMDT annualized +14.82% vs +13.13% for QQQ. Past performance does not guarantee future results.

Which is riskier, CMDT or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 11.4% for CMDT. Worst drawdown: CMDT -13.2% vs QQQ -83.0%.

Should I hold both CMDT and QQQ?

CMDT and QQQ have a monthly-return correlation of -0.04, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CMDT and QQQ?

CMDT and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 251 unique securities.

Which pays a higher dividend, CMDT or QQQ?

CMDT yields 1.91% while QQQ yields 0.44%, so CMDT currently pays the higher dividend yield.

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