FTGC vs SPY

AFTGC

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,615FTGC · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income15.07%FTGC · $1,507 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 · $778B

+15.5%3 years · per year$15,425 · $18,039+21.7%

+12.0%5 years · per year$17,615 · $17,118+11.3%

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

15.07%12-mo yield$1,507 · $103 on $10k1.03%

−12.3%Worst dropSmaller wins−8.9%

16.1%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTGC · SPY

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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 SPY

FTGC

First Trust Global Tactical Commodity Strategy Fund

$17,615

SPY

SPDR S&P 500

$17,118

MeasureFTGCSPY

Fee0.98%0.09%

Cost on $10k a year$98$9

Yield15.07%1.03%

5 years, per year+12.0%+11.3%

3 years, per year+15.5%+21.7%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y16.1%13.6%

4–2measures won
SPY 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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: FTGC, SPY, IVV

Today

99.9%most shared, SPY and IVV

FTGCSPYIVV

FTGC—[…][…]

SPY[…]—99.9%

IVV[…]99.9%—

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

SPY$103 − $9 = $94

KeptFee

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