Compare · 2 funds side by side · dividends reinvested

FTGC and SPY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,532FTGC · best of the two

02 / 04

FTGC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Global Tactical Commodity Strategy FundCommodities · Broad basket0.98%15.10%+27.9%+29.8%+15.4%+11.9%−12.3%16.1%$3.2B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: FTGC 2013 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Global Tactical Commodity Strategy Fund · $3.2B$17,532

FTGC

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested

FTGCMeasureSPY

+27.9%Year to dateJan 1 → Nov 5+8.3%

+29.8%1 yearTotal return+9.7%

+15.4%3 years · per year$10,000 became $15,358 · $18,174+22.0%

+11.9%5 years · per year$10,000 became $17,532 · $17,099+11.3%

0.98%Expense ratio$98 · $9 a year on $10k · lower is better0.09%

15.10%Trailing 12-mo yield$1,510 · $103 a year on $10k1.03%

−12.3%Worst dropSmaller is better−8.9%

16.1%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

FTGC vs SPY: Top 5 Holdings

Today

FTGC

[…]in top 5

SPY

in top 527.7%

FTGCStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

FTGC vs SPY Returns, Every Period

First TrustFTGC

+11.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FTGCSPYFaded: behind in that period

3–1FTGC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Commodities vs Core: FTGC vs SPY

YTD

First TrustFTGC

+27.9%

SPYSPDR

+8.3%

+27.9%Year to date+8.3%

−12.3%Worst drop · 1Y−8.9%

16.1%Volatility · 1Y13.6%

15.1%Yield1.0%

$3.2BAssets$819B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTGC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FTGC0.98%$98

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FTGC, SPY

15.10%highest, FTGC

FundTrailing yieldYield$10k

FTGC15.10%$1,510

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,412most kept, FTGC

FTGC$1,510 − $98 = $1,412

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FTGC, SPY

Today

[…]holdings […]

FTGCSPY

FTGC—[…]

SPY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.8%FTGC, at 16.1% volatility

SPYWorst drop−8.9%13.6% vol

FTGCWorst drop−12.3%16.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FTGCSPY

+27.9%Year to date+8.3%

15.1%Yield1.0%

+29.8%Past year+9.7%

0.98%Fee0.09%

3–1FTGC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026