FTGC vs CMDY

AFTGC

BCMDY

Measures won5–1FTGC wins · of 6 · 5Y

$10,000 · 5Y$22,676GLDM · FTGC $17,615

Lowest cost0.10%GLDM · $10 on $10k

Most income15.07%FTGC · $1,507 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 · $3.2BiShares Bloomberg Roll Select Commodity Strategy ETF · $714M

+15.5%3 years · per year$15,425 · $14,518+13.2%

+12.0%5 years · per year$17,615 · $15,087+8.6%

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

15.07%12-mo yield$1,507 · $1,042 on $10k10.42%

−12.3%Worst dropSmaller wins−14.2%

16.1%VolatilityLower wins17.3%

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 6, 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	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
2	AFTGC	First Trust Global Tactical Commodity Strategy FundRead Desk	0.98%	15.07%	+0.2%	+28.2%	+29.7%	+15.5%	+12.0%	−12.3%	$3.2B
3	BCMDY	iShares Bloomberg Roll Select Commodity Strategy ETFRead Desk	0.29%	10.42%	−0.2%	+23.8%	+26.6%	+13.2%	+8.6%	−14.2%	$714M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
2	AFTGC	First Trust Global Tactical Commodity Strategy FundRead Desk	0.98%	15.07%	+0.2%	+28.2%	+29.7%	+15.5%	+12.0%	−12.3%	$3.2B
3	BCMDY	iShares Bloomberg Roll Select Commodity Strategy ETFRead Desk	0.29%	10.42%	−0.2%	+23.8%	+26.6%	+13.2%	+8.6%	−14.2%	$714M

End-of-day Nov 6, 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

$17,615

CMDY

iShares Bloomberg Roll Select Commodity Strategy

$15,088

MeasureFTGCCMDY

Fee0.98%0.29%

Cost on $10k a year$98$29

Yield15.07%10.42%

5 years, per year+12.0%+8.6%

3 years, per year+15.5%+13.2%

Worst drop · 1Y−12.3%−14.2%

Volatility · 1Y16.1%17.3%

5–1measures won
FTGC first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

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

$30.5BAssets$135B

2–0GLDM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FTGC, CMDY, GLDM

Today

[…]holdings […]

FTGCCMDYGLDM

FTGC—[…][…]

CMDY[…]—[…]

GLDM[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,409most kept, FTGC

FTGC$1,507 − $98 = $1,409

CMDY$1,042 − $29 = $1,013

GLDM$0 − $10 = −$10

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee