FTGC vs IAU

AFTGC

BIAU

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$22,501IAU · FTGC $17,532

Lowest cost0.25%IAU · $25 on $10k

Most income15.10%FTGC · $1,510 on $10k

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

Held in common[…]FTGC and IAU

FTGC

IAU

First Trust Global Tactical Commodity Strategy Fund · $3.2BiShares Gold Trust · $61.0B

+15.4%3 years · per year$15,358 · $20,484+27.0%

+11.9%5 years · per year$17,532 · $22,501+17.6%

0.98%Expense ratio$98 · $25 on $10k · lower wins0.25%

15.10%12-mo yield$1,510 · $0 on $10k0.00%

−12.3%Worst dropSmaller wins−28.2%

16.1%VolatilityLower wins28.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTGC · IAU

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BIAU	iShares Gold TrustRead Desk		0.25%	0.00%	+0.8%	−5.1%	+3.8%	+27.0%	+17.6%	−28.2%	$61.0B
2	AFTGC	First Trust Global Tactical Commodity Strategy FundRead Desk		0.98%	15.10%	−0.1%	+27.9%	+29.8%	+15.4%	+11.9%	−12.3%	$3.2B

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

Both

5Y2 funds

#			Trend
1	BIAU	iShares Gold TrustRead Desk		0.25%	0.00%	+0.8%	−5.1%	+3.8%	+27.0%	+17.6%	−28.2%	$61.0B
2	AFTGC	First Trust Global Tactical Commodity Strategy FundRead Desk		0.98%	15.10%	−0.1%	+27.9%	+29.8%	+15.4%	+11.9%	−12.3%	$3.2B

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

Cards for this view

FTGC vs IAU

FTGC

First Trust Global Tactical Commodity Strategy Fund

$17,532

IAU

iShares Gold Trust

$22,502

MeasureFTGCIAU

Fee0.98%0.25%

Cost on $10k a year$98$25

Yield15.10%0.00%

5 years, per year+11.9%+17.6%

3 years, per year+15.4%+27.0%

Worst drop · 1Y−12.3%−28.2%

Volatility · 1Y16.1%28.8%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−5.3%

−5.8%Year to date−5.3%

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

$30.5BAssets$135B

1–1level

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

Overlap: FTGC, IAU

Today

[…]holdings […]

FTGCIAU

FTGC—[…]

IAU[…]—

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

Income After Fees on $10,000

$1,412most kept, FTGC

FTGC$1,510 − $98 = $1,412

IAU$0 − $25 = −$25

KeptFee

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