The VanEck Commodity Strategy ETF (PIT) offers diversified commodity and fixed-income exposure, outperforming peers and the commodity composite in 2025 and 2026. PIT provides a 6.2% yield, no K-1 tax form, and a 0.55% management fee, with a strong dividend from fixed-income and futures roll yield. Key bullish drivers include persistent inflation, geopolitical tensions, and a weak U.S. dollar, all supporting higher commodity prices.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Zemann WealthPlan Investment Management LLC | 5,296 | $383,271.52 | $380,067.44 | -$3,204.08 | -0.84% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 121,254 | $6.51M | $8.69M | $2.18M | 33.42% |
Beth Steinhaus Breakwater Investment Management | 11,623 | $600,178.67 | $831,160.73 | $230,982.06 | 38.49% |
| BATS Exchange | US Country |
The fund described operates as an actively managed exchange-traded fund (ETF) dedicated to offering investors exposure to the commodities market without direct investment in physical commodities. This approach is achieved through a strategic investment in a mix of exchange-traded commodity futures contracts, commodity-linked instruments (both exchange-traded and over-the-counter), and pooled investment vehicles, including other exchange-traded products that provide exposure to a broad range of commodities. It’s worth noting that the fund is classified as non-diversified, focusing its investments more narrowly than diversified funds.
These are standardized contracts to buy or sell a particular commodity at a predetermined price at a specific time in the future. Investing in these contracts allows the fund to gain exposure to the price movements of various commodities without the need to physically hold the commodities.
This includes a range of financial instruments whose value is linked to the price of a commodity. Exchange-traded instruments are traded on major exchanges, offering transparency and liquidity, whereas OTC instruments are traded directly between parties, allowing for greater customization but with higher risk.
The fund invests in other investment vehicles that, in turn, invest in commodities or commodity-linked instruments. These can include other ETFs, mutual funds, and any form of pooled mechanisms that provide diversified exposure to the commodities market. This strategy allows the fund to spread risk and gain exposure to a broader range of commodities.
Aside from its focus on commodities, the fund may hold a portion of its portfolio in cash or fixed-income securities. This diversifies its overall risk and provides a steady income stream, stabilizing its returns amid the volatility common in the commodities market.