Compare · 3 funds side by side · dividends reinvested

PDBC, HGER and IAU

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,317IAU · best of the three

02 / 04

PDBC, HGER and IAU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Harbor Commodity All-Weather Strategy ETF (HGER)Commodities · Broad basket0.68%5.21%+36.1%+35.9%+20.5%[…]−14.0%18.7%$4.7B1.6

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFCommodities · Broad basket0.74%2.73%+40.6%+41.0%+12.6%+10.6%−16.6%21.2%$7.7B2.0

iShares Gold TrustCommodities · Gold0.25%0.00%−5.9%+1.1%+26.4%+17.4%−28.2%28.9%$59.9B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PDBC 2014 · HGER 2022 · IAU 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · $7.7B$16,575

PDBC

HGER

Harbor Commodity All-Weather Strategy ETF (HGER) · $4.7B[…]

$10,000 five years ago, dividends reinvested

PDBCMeasureHGER

+40.6%Year to dateJan 1 → Nov 4+36.1%

+41.0%1 yearTotal return+35.9%

+12.6%3 years · per year$10,000 became $14,287 · $17,494+20.5%

+10.6%5 years · per year$10,000 became $16,575 · […][…]

0.74%Expense ratio$74 · $68 a year on $10k · lower is better0.68%

2.73%Trailing 12-mo yield$273 · $521 a year on $10k5.21%

−16.6%Worst dropSmaller is better−14.0%

21.2%VolatilityLower is calmer18.7%

PDBCHGER Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5HGER wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PDBC vs HGER: Top 5 Holdings

Today

PDBC

[…]in top 5

HGER

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

PDBC vs HGER Returns, Every Period

InvescoPDBC

+41.0%

past year

HGERHarbor

+35.9%

past year

PDBCHGERFaded: behind in that period

2–1PDBC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PDBC vs HGER

YTD

InvescoPDBC

+40.6%

HGERHarbor

+36.1%

+40.6%Year to date+36.1%

−16.6%Worst drop · 1Y−14.0%

21.2%Volatility · 1Y18.7%

2.7%Yield5.2%

$7.7BAssets$4.7B

3–1HGER wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PDBC, HGER, IAU

Today

0.25%lowest, IAU

FundExpense ratioFee$10k

IAU0.25%$25

HGER0.68%$68

PDBC0.74%$74

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PDBC, HGER, IAU

5.21%highest, HGER

FundTrailing yieldYield$10k

HGER5.21%$521

PDBC2.73%$273

IAU0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$453most kept, HGER

HGER$521 − $68 = $453

PDBC$273 − $74 = $199

IAU$0 − $25 = −$25

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PDBC, HGER, IAU

Today

[…]holdings […]

PDBCHGERIAU

PDBC—[…][…]

HGER[…]—[…]

IAU[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.0%PDBC, at 21.2% volatility

HGERWorst drop−14.0%18.7% vol

PDBCWorst drop−16.6%21.2% vol

IAUWorst drop−28.2%28.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

HGERPDBC

+36.1%Year to date+40.6%

5.2%Yield2.7%

+35.9%Past year+41.0%

0.68%Fee0.74%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

0.10% · $10Fee · on $10k a year0.40% · $40

$29.7BAssets$131B

2–0GLDM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026