FTGC vs PDBC

AFTGC

BPDBC

Measures won5–1FTGC wins · of 6 · 5Y

$10,000 · 5Y$17,582FTGC · PDBC $16,575

Lowest cost0.74%PDBC · $74 on $10k

Most income15.08%FTGC · $1,508 on $10k

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

Held in common[…]FTGC and PDBC

FTGC

PDBC

First Trust Global Tactical Commodity Strategy Fund · $3.3BInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · $7.8B

+15.4%3 years · per year$15,374 · $14,287+12.6%

+11.9%5 years · per year$17,582 · $16,575+10.6%

0.98%Expense ratio$98 · $74 on $10k · lower wins0.74%

15.08%12-mo yield$1,508 · $273 on $10k2.73%

−12.3%Worst dropSmaller wins−16.6%

16.1%VolatilityLower wins21.2%

5–1FTGC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTGC · PDBC

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

Held in common[…]

End-of-day Nov 4, 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	AFTGC	First Trust Global Tactical Commodity Strategy FundRead Desk		0.98%	15.08%	−1.5%	+28.1%	+28.8%	+15.4%	+11.9%	−12.3%	$3.3B
2	BPDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFRead Desk		0.74%	2.73%	−3.7%	+40.6%	+41.0%	+12.6%	+10.6%	−16.6%	$7.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFTGC	First Trust Global Tactical Commodity Strategy FundRead Desk		0.98%	15.08%	−1.5%	+28.1%	+28.8%	+15.4%	+11.9%	−12.3%	$3.3B
2	BPDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFRead Desk		0.74%	2.73%	−3.7%	+40.6%	+41.0%	+12.6%	+10.6%	−16.6%	$7.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTGC vs PDBC

FTGC

First Trust Global Tactical Commodity Strategy Fund

$17,582

PDBC

Invesco Optimum Yield Diversified Commodity Strategy No K-1

$16,575

MeasureFTGCPDBC

Fee0.98%0.74%

Cost on $10k a year$98$74

Yield15.08%2.73%

5 years, per year+11.9%+10.6%

3 years, per year+15.4%+12.6%

Worst drop · 1Y−12.3%−16.6%

Volatility · 1Y16.1%21.2%

5–1measures won
FTGC first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FTGC, PDBC

Today

[…]holdings […]

FTGCPDBC

FTGC—[…]

PDBC[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,410most kept, FTGC

FTGC$1,508 − $98 = $1,410

PDBC$273 − $74 = $199

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee