Compare · 2 funds side by side · dividends reinvested

CERY and FTGC

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,517FTGC · 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%15.09%+28.0%+29.7%+15.2%+11.9%−12.3%16.1%$3.2B1.4

State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETFCommodities · Broad basket0.28%3.81%+31.1%+35.2%[…][…]−14.3%17.0%$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 9, 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 · $3.2B$17,517

$10,000 five years ago, dividends reinvested

CERYMeasureFTGC

+31.1%Year to dateJan 1 → Nov 9+28.0%

+35.2%1 yearTotal return+29.7%

[…]3 years · per year$10,000 became […] · $15,290+15.2%

[…]5 years · per year$10,000 became […] · $17,517+11.9%

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

3.81%Trailing 12-mo yield$381 · $1,509 a year on $10k15.09%

−14.3%Worst dropSmaller is better−12.3%

17.0%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 9, 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 9, 2026 · share of each fund

CERY vs FTGC Returns, Every Period

SPDRCERY

+35.2%

past year

FTGCFirst Trust

+29.7%

past year

CERYFTGCFaded: behind in that period

2–0CERY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CERY vs FTGC

YTD

SPDRCERY

+31.1%

FTGCFirst Trust

+28.0%

+31.1%Year to date+28.0%

−14.3%Worst drop · 1Y−12.3%

17.0%Volatility · 1Y16.1%

3.8%Yield15.1%

$1.2BAssets$3.2B

3–1FTGC wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: CERY, FTGC

15.09%highest, FTGC

FundTrailing yieldYield$10k

FTGC15.09%$1,509

CERY3.81%$381

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,411most kept, FTGC

FTGC$1,509 − $98 = $1,411

CERY$381 − $28 = $353

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CERY, FTGC

Today

[…]holdings […]

CERYFTGC

CERY—[…]

FTGC[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+35.2%CERY, at 17.0% volatility

FTGCWorst drop−12.3%16.1% vol

CERYWorst drop−14.3%17.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FTGCCERY

+28.0%Year to date+31.1%

15.1%Yield3.8%

+29.7%Past year+35.2%

0.98%Fee0.28%

3–1CERY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026