FTGC vs CMDY

AFTGC

BCMDY

Measures won5–1FTGC wins · of 6 · 5Y

$10,000 · 5Y$21,425GLD · FTGC $17,635

Lowest cost0.29%CMDY · $29 on $10k

Most income14.86%FTGC · $1,486 on $10k

Smallest drop−12.3%FTGC · worst fall in 1Y

Held in common[…]FTGC and CMDY

FTGC

CMDY

First Trust Global Tactical Commodity Strategy Fund · $3.3BiShares Bloomberg Roll Select Commodity Strategy ETF · $722M

+15.6%3 years · per year$15,451 · $14,655+13.6%

+12.0%5 years · per year$17,635 · $15,126+8.6%

0.98%Expense ratio$98 · $29 on $10k · lower wins0.29%

14.86%12-mo yield$1,486 · $1,020 on $10k10.20%

−12.3%Worst dropSmaller wins−14.2%

16.1%VolatilityLower wins17.2%

5–1FTGC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTGC · CMDY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.7%	−9.3%	−2.4%	+24.5%	+16.5%	−28.3%	$132.3B
2	AFTGC	First Trust Global Tactical Commodity Strategy FundRead Desk	0.98%	14.86%	−0.3%	+30.0%	+32.0%	+15.6%	+12.0%	−12.3%	$3.3B
3	BCMDY	iShares Bloomberg Roll Select Commodity Strategy ETFRead Desk	0.29%	10.20%	−0.3%	+26.4%	+29.2%	+13.6%	+8.6%	−14.2%	$722M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.7%	−9.3%	−2.4%	+24.5%	+16.5%	−28.3%	$132.3B
2	AFTGC	First Trust Global Tactical Commodity Strategy FundRead Desk	0.98%	14.86%	−0.3%	+30.0%	+32.0%	+15.6%	+12.0%	−12.3%	$3.3B
3	BCMDY	iShares Bloomberg Roll Select Commodity Strategy ETFRead Desk	0.29%	10.20%	−0.3%	+26.4%	+29.2%	+13.6%	+8.6%	−14.2%	$722M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTGC vs CMDY

FTGC

First Trust Global Tactical Commodity Strategy Fund

$17,635

CMDY

iShares Bloomberg Roll Select Commodity Strategy

$15,126

MeasureFTGCCMDY

Fee0.98%0.29%

Cost on $10k a year$98$29

Yield14.86%10.20%

5 years, per year+12.0%+8.6%

3 years, per year+15.6%+13.6%

Worst drop · 1Y−12.3%−14.2%

Volatility · 1Y16.1%17.2%

5–1measures won
FTGC first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

GLDM vs GLD

YTD

SPDRGLDM

−9.2%

GLDSPDR

−9.3%

−9.2%Year to date−9.3%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.0BAssets$132B

2–0GLDM wins

End-of-day Nov 3, 2026

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

Overlap: FTGC, CMDY, GLD

Today

[…]holdings […]

FTGCCMDYGLD

FTGC—[…][…]

CMDY[…]—[…]

GLD[…][…]—

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

Income After Fees on $10,000

$1,388most kept, FTGC

FTGC$1,486 − $98 = $1,388

CMDY$1,020 − $29 = $991

GLD$0 − $40 = −$40

KeptFee

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