FTGC vs KYN

Comparison between FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND (FTGC, ETF) and Kayne Anderson Energy Infrastructure Fund Inc (KYN, ETF).

5-Year PerformanceKYN has outperformed FTGC, delivering a return of +19.4% compared to +12.1%

FTGC vs KYN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTGC(ETF)	KYN(ETF)
Net Assets	$2.60B	$2.70B
Expense Ratio	0.98%	N/A
Max Drawdown	60.60%	95.14%
Sharpe Ratio	1.67	1.11
5Y Beta	0.19	0.61
5Y Dividends CAGR	N/A	12.16%

Net Assets

FTGC

$2.60B

Winner

KYN

$2.70B

Expense Ratio

FTGC

0.98%

KYN

N/A

Max Drawdown

Winner

FTGC

60.60%

KYN

95.14%

Sharpe Ratio

Winner

FTGC

1.67

KYN

1.11

5Y Beta

Winner

FTGC

0.19

KYN

0.61

5Y Dividends CAGR

FTGC

N/A

KYN

12.16%

FTGC vs KYN - Historical Returns

Returns include dividend reinvestment.

Period	FTGC	KYN
1 month	-8.63%	+0.95%
3 months	-2.19%	+0.84%
6 months	+22.61%	+20.57%
1 year	+32.96%	+21.78%
5 years(CAGR)	+12.08%	+19.41%
10 years(CAGR)	+7.26%	+7.47%
Max(CAGR)	+3.01%	+6.13%

FTGC

-8.63%

Winner

KYN

+0.95%

FTGC

-2.19%

Winner

KYN

+0.84%

Winner

FTGC

+22.61%

KYN

+20.57%

Winner

FTGC

+32.96%

KYN

+21.78%

5Y(CAGR)

FTGC

+12.08%

Winner

KYN

+19.41%

10Y(CAGR)

FTGC

+7.26%

Winner

KYN

+7.47%

Max(CAGR)

FTGC

+3.01%

Winner

KYN

+6.13%

FTGC vs KYN - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	FTGC	KYN
2026	+21.85%	+17.44%
2025	+13.77%	+2.79%
2024	+10.26%	+59.73%
2023	-3.47%	+14.19%
2022	+17.16%	+16.01%
2021	+27.87%	+42.38%
2020	+1.95%	-51.60%
2019	+6.10%	+8.74%
2018	-13.08%	-21.54%
2017	+3.33%	+5.19%
2016	+1.59%	+27.44%
2015	-22.33%	-50.28%
2014	-11.33%	+5.89%
2013	+0.53%	+37.23%
2012	N/A	+4.55%
2011	N/A	+5.97%
2010	N/A	+36.08%
2009	N/A	+69.21%
2008	N/A	-40.63%
2007	N/A	-4.23%
2006	N/A	+39.45%
2005	N/A	+3.59%
2004	N/A	+0.00%

FTGC vs KYN Drawdown Comparison

The maximum drawdown for FTGC was -59.47%, occurring on Mar 23, 2020. Recovery took 2893 trading sessions.

The maximum drawdown for KYN was -91.18%, occurring on Mar 18, 2020. Recovery took 2808 trading sessions.

The current FTGC drawdown is -8.63%. The current KYN drawdown is -3.30%.

Rank	FTGC	KYN
#1	-59.47% Apr 24, 2014 - Oct 23, 2025	-91.18% Nov 26, 2014 - Jan 29, 2026
#2	-8.63% May 12, 2026 - Jun 12, 2026	-67.05% Apr 16, 2007 - Nov 22, 2010
#3	-7.91% Jan 29, 2026 - Mar 2, 2026	-23.47% Apr 1, 2011 - Jan 17, 2012
#4	-4.02% Dec 26, 2013 - Jan 24, 2014	-16.42% Sep 9, 2005 - Jul 25, 2006
#5	-3.71% Dec 5, 2025 - Jan 5, 2026	-14.05% Feb 27, 2012 - Oct 4, 2012
#6	-3.63% Mar 12, 2026 - Mar 30, 2026	-11.20% Oct 6, 2014 - Nov 20, 2014
#7	-3.41% Oct 25, 2013 - Dec 11, 2013	-9.65% May 21, 2013 - Jun 26, 2013
#8	-3.11% Nov 11, 2025 - Dec 5, 2025	-9.38% Oct 17, 2012 - Jan 7, 2013
#9	-2.56% Apr 6, 2026 - Apr 22, 2026	-8.51% Dec 31, 2013 - Jun 16, 2014
#10	-2.15% Mar 3, 2014 - Apr 17, 2014	-8.34% Jul 1, 2013 - Dec 19, 2013
#11	-1.82% Mar 6, 2026 - Mar 11, 2026	-7.23% Mar 27, 2026 - Apr 30, 2026
#12	-1.80% May 4, 2026 - May 11, 2026	-6.29% Mar 18, 2005 - Apr 7, 2005
#13	-1.50% Oct 23, 2025 - Nov 3, 2025	-6.14% Mar 5, 2013 - Apr 8, 2013
#14	-1.07% Apr 17, 2014 - Apr 24, 2014	-5.98% May 19, 2026 - May 29, 2026
#15	-0.91% Jan 24, 2014 - Jan 29, 2014	-5.91% Jul 28, 2005 - Sep 8, 2005

Correlation

Correlation between FTGC and KYN is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2005 - 2026)

FTGC vs KYN dividend yield comparison.

Year	FTGC	KYN
2026	1.47%	3.02%
2025	17.74%	7.75%
2024	3.05%	8.34%
2023	3.34%	9.45%
2022	10.35%	9.05%
2021	7.21%	6.42%
2020	0.00%	16.17%
2019	0.81%	10.34%
2018	0.80%	14.17%
2017	1.21%	9.97%
2016	0.00%	11.24%
2015	0.00%	15.20%
2014	0.00%	6.61%
2013	0.00%	4.37%
2012	0.00%	8.97%
2011	0.00%	6.50%
2010	0.00%	6.10%
2009	0.00%	7.75%
2008	0.00%	12.22%
2007	0.00%	6.58%
2006	0.00%	5.29%
2005	0.00%	6.14%