CMDY vs VOO

Quick Verdict

VOO has a lower expense ratio. CMDY delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: CMDYMore Diversified: VOO

Side-by-Side Comparison

MetricCMDYVOOWinner
Expense Ratio0.28%0.03%
AUM$627M$997.4B
Dividend Yield10.67%1.08%
Holdings83509
YTD Return+24.11%+14.48%
1Y Return+37.35%+22.02%
3Y Return (annualized)+13.82%+21.80%
5Y Return (annualized)+10.34%+13.36%
Volatility (annualized)13.8%14.2%
Max Drawdown-31.2%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryCommodityEquity
InceptionApr 3, 2018Sep 7, 2010

CMDY vs VOO Performance

iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CMDY returned +37.35% while VOO returned +22.02%. Year to date, CMDY is up 24.11% versus a gain of 14.48% for VOO.

Over three years, CMDY compounded at +13.82% per year against +21.80% for VOO; over five years the annualized figures are +10.34% and +13.36% respectively. Across the full 8-year window we track, VOO has the edge at +13.61% annualized vs +7.84%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 13.8% for CMDY. 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 -31.2% for CMDY and -34.3% for VOO. 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CMDY charges 0.28% per year while VOO charges 0.03%. On a $10,000 position that is $28 vs $3 annually, a gap of $25 per year that compounds over a long holding period. On income, CMDY currently yields 10.67% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

CMDY and VOO share 0 holdings out of 506 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, CMDY or VOO?

CMDY has an expense ratio of 0.28% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $25 per year of difference.

Which performed better, CMDY or VOO?

Over the past year CMDY returned +37.35% vs +22.02% for VOO, so CMDY leads on 1-year performance. Over the longest common window we track (8 years), CMDY annualized +7.84% vs +13.61% for VOO. Past performance does not guarantee future results.

Which is riskier, CMDY or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 13.8% for CMDY. Worst drawdown: CMDY -31.2% vs VOO -34.3%.

Should I hold both CMDY and VOO?

CMDY and VOO have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CMDY and VOO?

CMDY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, CMDY or VOO?

CMDY yields 10.67% while VOO yields 1.08%, so CMDY currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.