FTGC vs SPYM

AFTGC

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$21,425GLD · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income14.86%FTGC · $1,486 on $10k

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

Held in common[…]FTGC and SPYM

FTGC

SPYM

First Trust Global Tactical Commodity Strategy Fund · $3.3BState Street SPDR Portfolio S&P 500 ETF · $185B

+15.6%3 years · per year$15,451 · $19,092+24.1%

+12.0%5 years · per year$17,635 · $17,749+12.2%

0.98%Expense ratio$98 · $2 on $10k · lower wins0.02%

14.86%12-mo yield$1,486 · $103 on $10k1.03%

−12.3%Worst dropSmaller wins−8.9%

16.1%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFTGC · SPYM

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

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.7%	−9.3%	−2.4%	+24.5%	+16.5%	−28.3%	$132.3B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	AFTGC	First Trust Global Tactical Commodity Strategy FundRead Desk	0.98%	14.86%	−0.3%	+30.0%	+32.0%	+15.6%	+12.0%	−12.3%	$3.3B

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

All Four

5Y4 funds

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.7%	−9.3%	−2.4%	+24.5%	+16.5%	−28.3%	$132.3B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	AFTGC	First Trust Global Tactical Commodity Strategy FundRead Desk	0.98%	14.86%	−0.3%	+30.0%	+32.0%	+15.6%	+12.0%	−12.3%	$3.3B

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

Cards for this view

FTGC vs SPYM

FTGC

First Trust Global Tactical Commodity Strategy Fund

$17,635

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureFTGCSPYM

Fee0.98%0.02%

Cost on $10k a year$98$2

Yield14.86%1.03%

5 years, per year+12.0%+12.2%

3 years, per year+15.6%+24.1%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y16.1%12.7%

5–1measures won
SPYM first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

GLDM vs GLD

YTD

SPDRGLDM

−9.2%

GLDSPDR

−9.3%

−9.2%Year to date−9.3%

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

$30.0BAssets$132B

2–0GLDM wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FTGC, SPYM, SPY, GLD

Today

99.9%most shared, SPYM and SPY

FTGCSPYMSPYGLD

FTGC—[…][…][…]

SPYM[…]—99.9%[…]

SPY[…]99.9%—[…]

GLD[…][…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,388most kept, FTGC

FTGC$1,486 − $98 = $1,388

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

GLD$0 − $40 = −$40

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee