CMDT vs VYM

CMDT vs VYM
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Quick Verdict

VYM has a lower expense ratio. CMDT delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: CMDTMore Diversified: VYM

Side-by-Side Comparison

MetricCMDTVYMWinner
Expense Ratio0.65%0.04%
AUM$826M$81.6B
Dividend Yield1.91%2.24%
Holdings352616
YTD Return+22.53%+16.42%
1Y Return+31.53%+24.22%
3Y Return (annualized)+13.49%+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)11.3%14.6%
Max Drawdown-13.2%-58.8%
Fund FamilyPIMCO (US)Vanguard (US)
CategoryCommodityEquity
InceptionMay 9, 2023Nov 10, 2006

CMDT vs VYM Performance

PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) is a ETF from PIMCO (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CMDT returned +31.53% while VYM returned +24.22%. Year to date, CMDT is up 22.53% versus a gain of 16.42% for VYM.

Over three years, CMDT compounded at +13.49% per year against +19.03% for VYM. Across the full 3-year window we track, CMDT has the edge at +14.47% annualized vs +7.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.3% 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 -58.8% for VYM. 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CMDT charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, CMDT currently yields 1.91% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

CMDT and VYM share 1 holdings out of 751 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CMDTWeight in VYMDifference
RCL 5.5 04/01/28 1440.01%0.33%0.32%

Frequently Asked Questions

Which is cheaper, CMDT or VYM?

CMDT has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

Which performed better, CMDT or VYM?

Over the past year CMDT returned +31.53% vs +24.22% for VYM, so CMDT leads on 1-year performance. Over the longest common window we track (3 years), CMDT annualized +14.47% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, CMDT or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 11.3% for CMDT. Worst drawdown: CMDT -13.2% vs VYM -58.8%.

Should I hold both CMDT and VYM?

CMDT and VYM have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CMDT and VYM?

CMDT and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 751 unique securities.

Which pays a higher dividend, CMDT or VYM?

CMDT yields 1.91% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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