Compare · 2 funds side by side · dividends reinvested

UCON and CMDT

UCONFirst Trust×CMDTPIMCO×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,299UCON · best of the two

02 / 04

UCON and CMDT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO Commodity & Bond Strategy Active ETFBonds & Cash · Other bonds0.97%12.65%+22.5%+21.8%+12.6%[…]−13.2%14.1%$823M1.4

First Trust Smith Unconstrained Bond ETFBonds & Cash · Other bonds0.86%4.77%−0.5%+0.3%+5.6%+2.5%−3.6%3.3%$3.1B1.5

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: UCON 2018 · CMDT 2023

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Smith Unconstrained Bond ETF · $3.1B$11,299

UCON

CMDT

PIMCO Commodity & Bond Strategy Active ETF · $823M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

UCONMeasureCMDT

−0.5%Year to dateJan 1 → Nov 5+22.5%

+0.3%1 yearTotal return+21.8%

+5.6%3 years · per year$10,000 became $11,782 · $14,276+12.6%

+2.5%5 years · per year$10,000 became $11,318 · […][…]

0.86%Expense ratio$86 · $97 a year on $10k · lower is better0.97%

4.77%Trailing 12-mo yield$477 · $1,265 a year on $10k12.65%

−3.6%Worst dropSmaller is better−13.2%

3.3%VolatilityLower is calmer14.1%

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

3–4CMDT wins

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

More Ways to See the Pairs

UCON vs CMDT: Top 5 Holdings

Today

UCON

0.3%in top 5

CMDT

in top 55.4%

UCONStockCMDT

not top 5MINT5.4%

0.2%XELLLnot top 5

0.1%JXN-PAnot top 5

Held in common0.0%

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

UCON vs CMDT Returns, Every Period

First TrustUCON

+0.3%

past year

CMDTPIMCO

+21.8%

past year

UCONCMDTFaded: behind in that period

0–3CMDT wins

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

UCON vs CMDT

YTD

First TrustUCON

−0.5%

CMDTPIMCO

+22.5%

−0.5%Year to date+22.5%

−3.6%Worst drop · 1Y−13.2%

3.3%Volatility · 1Y14.1%

4.8%Yield12.6%

$3.1BAssets$823M

2–2level

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

Cost, Income and Risk

Fees: UCON, CMDT

Today

0.86%lowest, UCON

FundExpense ratioFee$10k

UCON0.86%$86

CMDT0.97%$97

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

Yields: UCON, CMDT

12.65%highest, CMDT

FundTrailing yieldYield$10k

CMDT12.65%$1,265

UCON4.77%$477

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

Income After Fees on $10,000

$1,168most kept, CMDT

CMDT$1,265 − $97 = $1,168

UCON$477 − $86 = $391

KeptFee

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

Overlap: UCON, CMDT

Today

0.0%most shared, UCON and CMDT

UCONCMDT

UCON—0.0%

CMDT0.0%—

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

Return vs Bumpiness: 2 ETFs

+21.8%CMDT, at 14.1% volatility

UCONWorst drop−3.6%3.3% vol

CMDTWorst drop−13.2%14.1% vol

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

Paid More vs Made More

YTD

CMDTUCON

+22.5%Year to date−0.5%

12.6%Yield4.8%

+21.8%Past year+0.3%

0.97%Fee0.86%

3–1CMDT wins

End-of-day Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026