Compare · 2 funds side by side · dividends reinvested

CERY and FTGC

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$13,940CERY · best of the two

02 / 04

CERY and FTGC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Global Tactical Commodity Strategy FundCommodities · Broad basket0.98%14.86%+30.0%+32.0%+15.6%+12.0%−12.3%16.1%$3.3B1.4

State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETFCommodities · Broad basket0.28%3.68%+35.6%+39.4%[…][…]−14.3%16.8%$1.2B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CERY 2024 · FTGC 2013

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF · $1.2B[…]

CERY

FTGC

First Trust Global Tactical Commodity Strategy Fund · $3.3B$17,635

$10,000 five years ago, dividends reinvested

CERYMeasureFTGC

+35.6%Year to dateJan 1 → Nov 3+30.0%

+39.4%1 yearTotal return+32.0%

[…]3 years · per year$10,000 became […] · $15,451+15.6%

[…]5 years · per year$10,000 became […] · $17,635+12.0%

0.28%Expense ratio$28 · $98 a year on $10k · lower is better0.98%

3.68%Trailing 12-mo yield$368 · $1,486 a year on $10k14.86%

−14.3%Worst dropSmaller is better−12.3%

16.8%VolatilityLower is calmer16.1%

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

3–3Level

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

More Ways to See the Pairs

CERY vs FTGC: Top 5 Holdings

Today

CERY

[…]in top 5

FTGC

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

CERY vs FTGC Returns, Every Period

SPDRCERY

+39.4%

past year

FTGCFirst Trust

+32.0%

past year

CERYFTGCFaded: behind in that period

2–0CERY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CERY vs FTGC

YTD

SPDRCERY

+35.6%

FTGCFirst Trust

+30.0%

+35.6%Year to date+30.0%

−14.3%Worst drop · 1Y−12.3%

16.8%Volatility · 1Y16.1%

3.7%Yield14.9%

$1.2BAssets$3.3B

3–1FTGC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CERY, FTGC

Today

0.28%lowest, CERY

FundExpense ratioFee$10k

CERY0.28%$28

FTGC0.98%$98

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CERY, FTGC

14.86%highest, FTGC

FundTrailing yieldYield$10k

FTGC14.86%$1,486

CERY3.68%$368

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,388most kept, FTGC

FTGC$1,486 − $98 = $1,388

CERY$368 − $28 = $340

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CERY, FTGC

Today

[…]holdings […]

CERYFTGC

CERY—[…]

FTGC[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.4%CERY, at 16.8% volatility

FTGCWorst drop−12.3%16.1% vol

CERYWorst drop−14.3%16.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FTGCCERY

+30.0%Year to date+35.6%

14.9%Yield3.7%

+32.0%Past year+39.4%

0.98%Fee0.28%

3–1CERY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026