FTGC vs SPY

AFTGC

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,532FTGC · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

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

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

Held in common[…]FTGC and SPY

FTGC

SPY

First Trust Global Tactical Commodity Strategy Fund · $3.2BState Street SPDR S&P 500 ETF · $819B

+15.4%3 years · per year$15,358 · $18,174+22.0%

+11.9%5 years · per year$17,532 · $17,099+11.3%

0.98%Expense ratio$98 · $9 on $10k · lower wins0.09%

15.10%12-mo yield$1,510 · $103 on $10k1.03%

−12.3%Worst dropSmaller wins−8.9%

16.1%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTGC · SPY

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	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
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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	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
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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 SPY

FTGC

First Trust Global Tactical Commodity Strategy Fund

$17,532

SPY

SPDR S&P 500

$17,099

MeasureFTGCSPY

Fee0.98%0.09%

Cost on $10k a year$98$9

Yield15.10%1.03%

5 years, per year+11.9%+11.3%

3 years, per year+15.4%+22.0%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y16.1%13.6%

4–2measures won
SPY first

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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, SPY

Today

[…]holdings […]

FTGCSPY

FTGC—[…]

SPY[…]—

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

SPY$103 − $9 = $94

KeptFee

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