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Research/Broad Commodities ETF Theme Comparison/Broad CommoditiesData 2026-08-13
Broad Commodities ETF Theme Comparison - aeoae

Broad Commodities ETF Overview

This group currently tracks 10 ETFs, with average boundary fit 59.8% and average structure score 0.60.

Leader-LedSECTOR PHASE

Broad Commodities is being pulled by a few stronger leaders, while the rest of the group has not confirmed yet. Separate leader strength from broad group strength.

Use this page as a filter, then verify single-ETF detail pages.

Participation
80.0%
Breakout Share
20.0%
Average Fit
59.8%

01Group Overview

Start with size, participation, breakout depth and current fit.
Tracked ETFs
10
Current snapshot
L3+
8
80.0%
Watch List
2
Middle structure
Defense Zone
0
0.0%

02Group Conclusion

Conclusion first, evidence second, ETF data third.
Main Trend
Leader-Led

Broad Commodities is being pulled by a few stronger leaders, while the rest of the group has not confirmed yet. Separate leader strength from broad group strength.

Direction
80.0%

Participation · Breakout Share 20.0% · Average Fit 59.8%

Action Bias
0.53

Start with higher-ranked ETFs, then verify boundary details.

03Peer Group Comparison

Compare adjacent groups on one scale.
GroupParticipationBreakoutTrend ScoreStructure FitStage
Cybersecurity100.0%100.0%0.9684.8%Mainline Expansion
Cloud / Software / Internet100.0%100.0%0.9478.7%Mainline Expansion
AI / Robotics100.0%89.0%0.9373.8%Mainline Expansion
Nuclear / Uranium100.0%100.0%0.9367.7%Mainline Expansion
Silver100.0%100.0%0.9367.3%Mainline Expansion
Gold Miners100.0%100.0%0.9267.3%Mainline Expansion
Physical Gold100.0%100.0%0.9265.3%Mainline Expansion
Defense / Aerospace100.0%86.0%0.8972.5%Mainline Expansion

04ETF Ranking and Selection

Answer which ETF deserves attention first.

05Theme Structure

Separate breadth, breakout, defense and fit.
Participation
80.0%
Breakout Share
20.0%
Defense
0.0%
Average Fit
59.8%
Score
53.3%

06ETF Comparison Module

Each ETF shows trend, stage, room, fit and ranking reason.
TickerNameTrendStageTarget RoomHistorical FitRankWhy Leading
SETMSprott Critical Materials ETFbullish-leaning zoneL1-L22.5%63.0%1/9Above L3 by 0.8%, stronger group position
HGERHarbor Commodity All-Weather Stra…bullish-leaning zoneL4+1.6%60.6%2/9Above L3 by 0.5%, stronger group position
CERYState Street SPDR Bloomberg Enhan…bullish-leaning zoneL4+2.0%58.7%3/9Above L3 by 0.1%, stronger group position
PDBCInvesco Optimum Yield Diversified…neutral zoneL4+4.4%60.1%4/9Currently in L4+, useful peer benchmark
DBCInvesco DB Commodity Index Tracki…neutral zoneL4+4.5%60.4%5/9Currently in L4+, useful peer benchmark
BCIabrdn Bloomberg All Commodity Str…neutral zoneL4+3.3%58.5%6/9Currently in L4+, useful peer benchmark
FTGCFirst Trust Global Tactical Commo…neutral zoneL4+2.5%56.8%7/9Currently in L4+, useful peer benchmark
GUNRFlexShares Morningstar Global Ups…neutral zoneL4+2.7%60.7%8/9Currently in L4+, useful peer benchmark
KMLMKraneShares Mount Lucas Managed F…neutral zoneL4+4.6%60.5%9/9Currently in L4+, useful peer benchmark

07ETF Lanes

Narrow the group before opening ETF details.

08What This Page Answers

Three frequent questions with direct answers.
Is Broad Commodities strong now?

Broad Commodities is currently in Leader-Led; participation is 80.0% and breakout share is 20.0%.

Which Broad Commodities ETF should be checked first?

Start with the first ranking card, then verify boundaries, review history and liquidity on the detail page.

What should I do next?

Open a single ETF detail page and verify Daily Review, boundary prices, holdings, liquidity and fees.

1

Read rotation first

Use the rotation radar to place this group in the broader market.

Open Rotation Radar ->
2

Then check ranking

Open the higher-ranked ETF detail first.

Open Top ETF ->
3

Cross-check peers

If the group is weak, compare peers to see where strength is moving.

Back to Research ->

09Group Distribution

Trend and boundary distribution clarify structure quickly.

Trend Distribution

33.3%66.7%
Bullish
33.3%
3
Neutral
66.7%
6

Boundary Distribution

11.1%88.9%
L1-L2
11.1%
1
L4+
88.9%
8

10Difference Reading

Conclusion, evidence and boundary note.
Insight
  • Conclusion - Broad Commodities is being pulled by a few stronger leaders, while the rest of the group has not confirmed yet. Separate leader strength from broad group strength.
  • Evidence - Participation 80.0% · Breakout Share 20.0% · Average Fit 59.8%
  • Boundary - Compare leaders and laggards instead of treating the whole group as one state.

11ETF Comparison

Compare on one basis instead of reading one-day moves only.
TickerNameTrendZoneLinesStructure FitReviewScore
SETMSprott Critical Materials ETFbullish-leaning zoneL1-L2363.0%0.0%0.79
HGERHarbor Commodity All-Weather Stra…bullish-leaning zoneL4+360.6%0.0%0.74
CERYState Street SPDR Bloomberg Enhan…bullish-leaning zoneL4+358.7%0.0%0.70
PDBCInvesco Optimum Yield Diversified…neutral zoneL4+260.1%0.0%0.70
DBCInvesco DB Commodity Index Tracki…neutral zoneL4+260.4%0.0%0.70
BCIabrdn Bloomberg All Commodity Str…neutral zoneL4+258.5%0.0%0.69
FTGCFirst Trust Global Tactical Commo…neutral zoneL4+256.8%0.0%0.68
GUNRFlexShares Morningstar Global Ups…neutral zoneL4+260.7%0.0%0.68
KMLMKraneShares Mount Lucas Managed F…neutral zoneL4+260.5%0.0%0.50

1212-Session Cross-Section Comparison

Compare each ETF over the recent 12-session cross-section by trend, boundary, fit and review state.
Position Layer
Average vs L3 -0.0%

Shows whether the group is only crossing the midline or already stretched far from L3.

Buffer Layer
Average vs L1 3.1%

Shows how much buffer remains above L1, which helps separate repair from stability.

Fit Layer
Average Boundary60 23.9

Shows the average historical boundary review score, a quick read on evidence quality.

TickerNameTrendLinesZoneStructure FitReviewvs L3vs L1L4 StateSamples
SETMSprott Critical Materials ETFbullish-leaning zone3L1-L263.0%50.0%0.8%6.8%below trigger60
HGERHarbor Commodity All-Weather Stra…bullish-leaning zone3L4+60.6%100.0%0.5%4.0%below trigger60
CERYState Street SPDR Bloomberg Enhan…bullish-leaning zone3L4+58.7%83.3%0.1%2.9%below trigger60
PDBCInvesco Optimum Yield Diversified…neutral zone2L4+60.1%66.7%-0.0%3.4%below trigger60
DBCInvesco DB Commodity Index Tracki…neutral zone2L4+60.4%50.0%-0.0%3.4%below trigger60
BCIabrdn Bloomberg All Commodity Str…neutral zone2L4+58.5%60.0%-0.1%2.8%below trigger60
FTGCFirst Trust Global Tactical Commo…neutral zone2L4+56.8%75.0%-0.1%2.1%below trigger60
GUNRFlexShares Morningstar Global Ups…neutral zone2L4+60.7%100.0%-0.6%1.6%below trigger60
KMLMKraneShares Mount Lucas Managed F…neutral zone2L4+60.5%50.0%-0.8%1.2%below trigger60

13Historical Review Frame

Combine phase-target replay, reach efficiency and boundary review in one table.
Current Phase
Average samples 3

Shows how many historical phase samples this group can replay against.

Phase Review
15/30D 3.7% / 45.6%

Shows how often targets were reached in shorter windows, a read on near-term efficiency.

Boundary Review
60D 70.6% · avg 28.0 days

Combines 60D reach rate and average days to target, a read on completion speed.

TickerNameReview SamplesHit RateAvg DaysL4 15DL4 30DL4 60DStabilityBoundary 20Boundary 60
SETMSprott Critical Materials ETF250.0%59.00.0%0.0%50.0%moderate22.519.7
HGERHarbor Commodity All-Weather Stra…4100.0%35.20.0%25.0%100.0%lower confidence18.224.8
CERYState Street SPDR Bloomberg Enhan…683.3%17.033.3%83.3%83.3%moderate5.223.0
PDBCInvesco Optimum Yield Diversified…366.7%21.50.0%66.7%66.7%moderate8.921.9
DBCInvesco DB Commodity Index Tracki…250.0%19.00.0%50.0%50.0%moderate10.922.0
BCIabrdn Bloomberg All Commodity Str…560.0%21.30.0%60.0%60.0%moderate11.622.3
FTGCFirst Trust Global Tactical Commo…475.0%21.70.0%75.0%75.0%lower confidence15.124.1
GUNRFlexShares Morningstar Global Ups…1100.0%33.00.0%0.0%100.0%moderate25.224.5
KMLMKraneShares Mount Lucas Managed F…250.0%24.00.0%50.0%50.0%lower confidence32.432.9

14Boundary Position Table

Compare close with L2/L3/L4 and read the current boundary zone.
TickerNameCloseL2L3L4Position
SETMSprott Critical Materials ETF32.7331.8932.4833.40L1-L2
HGERHarbor Commodity All-Weather Stra…33.3832.8633.2233.76L4+
CERYState Street SPDR Bloomberg Enhan…36.7336.3936.7037.49L4+
PDBCInvesco Optimum Yield Diversified…17.77017.59217.77218.208L4+
DBCInvesco DB Commodity Index Tracki…29.7829.4829.7830.51L4+
BCIabrdn Bloomberg All Commodity Str…24.3724.1824.3924.96L4+
FTGCFirst Trust Global Tactical Commo…29.3829.2129.4129.97L4+
GUNRFlexShares Morningstar Global Ups…53.1853.0553.5254.54L4+
KMLMKraneShares Mount Lucas Managed F…28.8028.8029.0329.57L4+

15Research Caliber

Grouping source, comparison order and interpretation boundary.
Grouping Source

Members follow the same grouping used by the rotation radar, so this page is rebuilt as data updates.

Reading Order

Read group breadth and distribution first, then ETF lanes, boundary position and historical fit.

Interpretation Boundary

The page explains relative structure inside the group; it does not replace official disclosures or suitability checks.

Risk Note - Risk note: group strength changes quickly. Verify official disclosures, liquidity and suitability independently.