FTGC vs IVV

AFTGC

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,615FTGC · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income15.07%FTGC · $1,507 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common[…]FTGC and IVV

FTGC

IVV

First Trust Global Tactical Commodity Strategy Fund · $3.2BiShares Core S&P 500 ETF · $850B

+15.5%3 years · per year$15,425 · $18,084+21.8%

+12.0%5 years · per year$17,615 · $17,177+11.4%

0.98%Expense ratio$98 · $3 on $10k · lower wins0.03%

15.07%12-mo yield$1,507 · $114 on $10k1.14%

−12.3%Worst dropSmaller wins−8.9%

16.1%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTGC · IVV

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	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
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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	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
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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 IVV

FTGC

First Trust Global Tactical Commodity Strategy Fund

$17,615

IVV

iShares Core S&P 500

$17,177

MeasureFTGCIVV

Fee0.98%0.03%

Cost on $10k a year$98$3

Yield15.07%1.14%

5 years, per year+12.0%+11.4%

3 years, per year+15.5%+21.8%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y16.1%13.6%

4–2measures won
IVV first

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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, IVV, VOO

Today

92.2%most shared, IVV and VOO

FTGCIVVVOO

FTGC—[…][…]

IVV[…]—92.2%

VOO[…]92.2%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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