Compare · 2 funds side by side · dividends reinvested

FTAG and IBAT

FTAGFirst Trust×IBATiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,781FTAG · best of the two

02 / 04

FTAG and IBAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Indxx Global Agriculture ETFCommodities · Broad basket0.70%1.15%+12.9%+17.4%+8.7%+1.5%−10.8%14.8%$14M1.3

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.84%+27.5%+13.5%[…][…]−25.9%32.1%$55M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: FTAG 2010 · IBAT 2024

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Global Agriculture ETF · $14M$10,781

FTAG

IBAT

iShares Energy Storage & Materials ETF · $55M[…]

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

FTAGMeasureIBAT

+12.9%Year to dateJan 1 → Nov 4+27.5%

+17.4%1 yearTotal return+13.5%

+8.7%3 years · per year$10,000 became $12,826 · […][…]

+1.5%5 years · per year$10,000 became $10,781 · […][…]

0.70%Expense ratio$70 · $47 a year on $10k · lower is better0.47%

1.15%Trailing 12-mo yield$115 · $84 a year on $10k0.84%

−10.8%Worst dropSmaller is better−25.9%

14.8%VolatilityLower is calmer32.1%

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

4–2FTAG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FTAG vs IBAT: Top 5 Holdings

Today

FTAG

44.4%in top 5

IBAT

in top 534.3%

FTAGStockIBAT

10.7%BAYN.DEnot top 5

10.6%DEnot top 5

10.0%BAS.DE6.5%

9.0%VYLRnot top 5

not top 5BE7.5%

not top 5APD7.2%

not top 5AI.PA7.2%

not top 56762.T5.8%

4.2%NTR.TOnot top 5

Held in common6.9%

End-of-day Nov 4, 2026 · share of each fund

FTAG vs IBAT Returns, Every Period

First TrustFTAG

+17.4%

past year

IBATiShares

+13.5%

past year

FTAGIBATFaded: behind in that period

1–1Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Commodities vs Sector: FTAG vs IBAT

YTD

First TrustFTAG

+12.9%

IBATiShares

+27.5%

+12.9%Year to date+27.5%

−10.8%Worst drop · 1Y−25.9%

14.8%Volatility · 1Y32.1%

1.1%Yield0.8%

$14.1MAssets$55.0M

3–1FTAG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTAG, IBAT

Today

0.47%lowest, IBAT

FundExpense ratioFee$10k

IBAT0.47%$47

FTAG0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FTAG, IBAT

1.15%highest, FTAG

FundTrailing yieldYield$10k

FTAG1.15%$115

IBAT0.84%$84

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$45most kept, FTAG

FTAG$115 − $70 = $45

IBAT$84 − $47 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FTAG, IBAT

Today

6.9%most shared, FTAG and IBAT

FTAGIBAT

FTAG—6.9%

IBAT6.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.4%FTAG, at 14.8% volatility

FTAGWorst drop−10.8%14.8% vol

IBATWorst drop−25.9%32.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FTAGIBAT

+12.9%Year to date+27.5%

1.1%Yield0.8%

+17.4%Past year+13.5%

0.70%Fee0.47%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026