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Research/Broad Commodities ETF Theme Comparison/Broad CommoditiesData 2026-07-14
Broad Commodities ETF Theme Comparison - aeoae

Broad Commodities ETF Overview

This group currently tracks 10 ETFs, with average boundary fit 75.2% and average structure score 0.75.

Mainline ExpansionSECTOR PHASE

Broad Commodities is still one of the strongest groups, but it is already extended above L4 across many members, so read it as profit-taking and pullback management first.

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

Participation
90.0%
Breakout Share
30.0%
Average Fit
75.2%

01Group Overview

Start with size, participation, breakout depth and current fit.
Tracked ETFs
10
Current snapshot
L3+
9
90.0%
Watch List
0
Middle structure
Defense Zone
7
70.0%

02Group Conclusion

Conclusion first, evidence second, ETF data third.
Main Trend
Mainline Expansion

Broad Commodities is still one of the strongest groups, but it is already extended above L4 across many members, so read it as profit-taking and pullback management first.

Direction
90.0%

Participation · Breakout Share 30.0% · Average Fit 75.2%

Action Bias
0.60

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%0.9474.3%Mainline Expansion
Broad Commodities90.0%30.0%0.6075.2%Mainline Expansion
Oil & Gas / Energy92.0%29.0%0.5868.0%Mainline Expansion
Cloud / Software / Internet83.0%33.0%0.5658.9%Mainline Expansion
Utilities100.0%0.0%0.5058.3%Leader-Led
Agriculture / Water Resources60.0%60.0%0.5062.5%Mainline Expansion
Russell 100083.0%17.0%0.4958.2%Leader-Led
Financials / Banks64.0%32.0%0.4758.1%Mainline Expansion

04ETF Ranking and Selection

Answer which ETF deserves attention first.

05Theme Structure

Separate breadth, breakout, defense and fit.
Participation
90.0%
Breakout Share
30.0%
Defense
70.0%
Average Fit
75.2%
Score
59.8%

06ETF Comparison Module

Each ETF shows trend, stage, room, fit and ranking reason.
TickerNameTrendStageTarget RoomHistorical FitRankWhy Leading
FTGCFirst Trust Global Tactical Commodity Strategy Fundstrong bearish structureL2-L3--69.9%1/8Boundary fit 69.9%, stronger review quality
KMLMKraneShares Mount Lucas Managed Futures Index Strategy ETFstrong bearish structureL3-L4--70.5%2/8Boundary fit 70.5%, stronger review quality
HGERHarbor Commodity All-Weather Strategy ETFbullish-leaning structureL4+--67.2%3/8Above L3 by 0.5%, stronger group position
CERYState Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETFbearish-leaning structureL3-L4--40.7%4/8Currently in L3-L4, useful peer benchmark
BCIabrdn Bloomberg All Commodity Strategy K-1 Free ETFbearish-leaning structureL3-L4--60.3%5/8Currently in L3-L4, useful peer benchmark
COMTiShares GSCI Commodity Dynamic Roll Strategy ETFbearish-leaning structureL3-L4--63.0%6/8Currently in L3-L4, useful peer benchmark
GUNRFlexShares Morningstar Global Upstream Natural Resources Index Fundbullish-leaning structureL4+--72.5%7/8Above L3 by 1.3%, stronger group position
SETMSprott Critical Materials ETFbearish-leaning structureL1---45.5%8/8Currently in L1-, 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 Mainline Expansion; participation is 90.0% and breakout share is 30.0%.

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

75.0%25.0%
Bearish
75.0%
6
Bullish
25.0%
2

Boundary Distribution

12.5%50.0%25.0%12.5%
L2-L3
12.5%
1
L3-L4
50.0%
4
L4+
25.0%
2
L1-
12.5%
1

10Difference Reading

Conclusion, evidence and boundary note.
Insight
  • Conclusion - Broad Commodities is still one of the strongest groups, but it is already extended above L4 across many members, so read it as profit-taking and pullback management first.
  • Evidence - Participation 90.0% · Breakout Share 30.0% · Average Fit 75.2%
  • Boundary - Compare leaders and laggards instead of treating the whole group as one state.

11ETF Comparison Matrix

Compare on one basis instead of reading one-day moves only.
TickerNameTrendZoneLinesStructure FitReviewScore
FTGCFirst Trust Global Tactical Commodity Strategy Fundstrong bearish structureL2-L3069.9%0.0%0.78
KMLMKraneShares Mount Lucas Managed Futures Index Strategy ETFstrong bearish structureL3-L4070.5%0.0%0.78
HGERHarbor Commodity All-Weather Strategy ETFbullish-leaning structureL4+367.2%0.0%0.76
CERYState Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETFbearish-leaning structureL3-L4140.7%0.0%0.62
BCIabrdn Bloomberg All Commodity Strategy K-1 Free ETFbearish-leaning structureL3-L4160.3%0.0%0.62
COMTiShares GSCI Commodity Dynamic Roll Strategy ETFbearish-leaning structureL3-L4163.0%0.0%0.60
GUNRFlexShares Morningstar Global Upstream Natural Resources Index Fundbullish-leaning structureL4+372.5%0.0%0.57
SETMSprott Critical Materials ETFbearish-leaning structureL1-145.5%0.0%0.27

1212-D Reading Frame

Read position, buffer and fit layers before the full table.
Position Layer
Average vs L3 -1.8%

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

Buffer Layer
Average vs L1 1.8%

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

Fit Layer
Average Boundary60 29.2

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

TickerNameTrendLinesZoneStructure FitReviewvs L3vs L1L4 StateSamples
FTGCFirst Trust Global Tactical Commodity Strategy Fundstrong bearish structure0L2-L369.9%100.0%-2.3%-0.1%below trigger60
KMLMKraneShares Mount Lucas Managed Futures Index Strategy ETFstrong bearish structure0L3-L470.5%100.0%-2.4%-0.2%below trigger60
HGERHarbor Commodity All-Weather Strategy ETFbullish-leaning structure3L4+67.2%100.0%0.5%5.7%below trigger60
CERYState Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETFbearish-leaning structure1L3-L440.7%100.0%-1.8%0.4%below trigger60
BCIabrdn Bloomberg All Commodity Strategy K-1 Free ETFbearish-leaning structure1L3-L460.3%100.0%-2.4%0.1%below trigger60
COMTiShares GSCI Commodity Dynamic Roll Strategy ETFbearish-leaning structure1L3-L463.0%100.0%-2.7%0.7%below trigger60
GUNRFlexShares Morningstar Global Upstream Natural Resources Index Fundbullish-leaning structure3L4+72.5%--1.3%6.9%below trigger60
SETMSprott Critical Materials ETFbearish-leaning structure1L1-45.5%---4.9%1.3%below trigger60

13Historical Review Frame

Combine phase-target replay, reach efficiency and boundary review in one table.
Current Phase
Average samples 2

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

Phase Review
15/30D 8.3% / 83.3%

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

Boundary Review
60D 100.0% · avg 22.7 days

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

TickerNameReview SamplesHit RateAvg DaysL4 15DL4 30DL4 60DStabilityBoundary 20Boundary 60
FTGCFirst Trust Global Tactical Commodity Strategy Fund2100.0%10.050.0%100.0%100.0%moderate36.030.5
KMLMKraneShares Mount Lucas Managed Futures Index Strategy ETF1100.0%21.00.0%100.0%100.0%lower confidence35.032.6
HGERHarbor Commodity All-Weather Strategy ETF1100.0%33.00.0%0.0%100.0%moderate31.734.3
CERYState Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF1100.0%24.00.0%100.0%100.0%moderate32.928.4
BCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF1100.0%24.00.0%100.0%100.0%moderate33.928.5
COMTiShares GSCI Commodity Dynamic Roll Strategy ETF1100.0%24.00.0%100.0%100.0%moderate30.324.9
GUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund6----------moderate23.232.8
SETMSprott Critical Materials ETF6----------moderate19.821.8

14Boundary Position Table

Compare close with L2/L3/L4 and read the current boundary zone.
TickerNameCloseL2L3L4Position
FTGCFirst Trust Global Tactical Commodity Strategy Fund29.4629.8130.1630.98L2-L3
KMLMKraneShares Mount Lucas Managed Futures Index Strategy ETF29.1929.5629.9230.74L3-L4
HGERHarbor Commodity All-Weather Strategy ETF32.2131.5332.0432.99L4+
CERYState Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF37.3937.6538.0639.00L3-L4
BCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF25.0725.3525.6926.46L3-L4
COMTiShares GSCI Commodity Dynamic Roll Strategy ETF35.2635.6436.2337.59L3-L4
GUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund54.5052.8853.7854.74L4+
SETMSprott Critical Materials ETF34.9035.6936.7139.24L1-

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.