FTGC vs SPUS

Comparison between FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND (FTGC, ETF) and SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF).

5-Year PerformanceSPUS has outperformed FTGC, delivering a return of +15.7% compared to +12.3%

FTGC vs SPUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTGC(ETF)	SPUS(ETF)
Net Assets	$2.60B	$2.70B
Expense Ratio	0.98%	0.45%
Max Drawdown	60.60%	30.80%
Sharpe Ratio	1.29	1.70
5Y Beta	0.19	1.13
P/E Ratio	N/A	33.47
Forward P/E	N/A	23.49
PEG Ratio	N/A	0.35
5Y Dividends CAGR	N/A	1.14%
5Y EPS CAGR	N/A	32.09%
Debt to Equity	N/A	44.77%
P/S Ratio	N/A	5.25
P/B Ratio	N/A	8.84

Net Assets

FTGC

$2.60B

Winner

SPUS

$2.70B

Expense Ratio

FTGC

0.98%

Winner

SPUS

0.45%

Max Drawdown

FTGC

60.60%

Winner

SPUS

30.80%

Sharpe Ratio

FTGC

1.29

Winner

SPUS

1.70

5Y Beta

Winner

FTGC

0.19

SPUS

1.13

P/E Ratio

FTGC

N/A

SPUS

33.47

Forward P/E

FTGC

N/A

SPUS

23.49

PEG Ratio

FTGC

N/A

SPUS

0.35

5Y Dividends CAGR

FTGC

N/A

SPUS

1.14%

5Y EPS CAGR

FTGC

N/A

SPUS

32.09%

Debt to Equity

FTGC

N/A

SPUS

44.77%

P/S Ratio

FTGC

N/A

SPUS

5.25

P/B Ratio

FTGC

N/A

SPUS

8.84

FTGC vs SPUS - Holdings Comparison

FTGC and SPUS have 0 common holdings. Overlap is 0.00%

FTGC's top 25 holdings weight is 23.44%. SPUS's top 25 holdings weight is 70.39%.

Rank	FTGC	SPUS
#1	MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 23.44%	NVIDIA CORP (NVDA) - 13.79%
#2	N/A	APPLE INC (AAPL) - 11.63%
#3	N/A	MICROSOFT CORP (MSFT) - 8.16%
#4	N/A	ALPHABET INC CLASS A (GOOGL) - 5.78%
#5	N/A	BROADCOM INC (AVGO) - 5.07%
#6	N/A	TESLA INC (TSLA) - 3.02%
#7	N/A	MICRON TECHNOLOGY INC (MU) - 2.85%
#8	N/A	ELI LILLY AND CO (LLY) - 2.46%
#9	N/A	ADVANCED MICRO DEVICES INC (AMD) - 2.10%
#10	N/A	EXXON MOBIL CORP (XOM) - 1.69%
#11	N/A	JOHNSON & JOHNSON (JNJ) - 1.55%
#12	N/A	CISCO SYSTEMS INC (CSCO) - 1.29%
#13	N/A	LAM RESEARCH CORP (LRCX) - 1.11%
#14	N/A	ABBVIE INC (ABBV) - 1.08%
#15	N/A	APPLIED MATERIALS INC (AMAT) - 1.07%
#16	N/A	ORACLE CORP (ORCL) - 0.96%
#17	N/A	PROCTER & GAMBLE CO (PG) - 0.94%
#18	N/A	THE HOME DEPOT INC (HD) - 0.87%
#19	N/A	MERCK & CO INC (MRK) - 0.80%
#20	N/A	KLA CORP (KLAC) - 0.77%
#21	N/A	TEXAS INSTRUMENTS INC (TXN) - 0.72%
#22	N/A	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.70%
#23	N/A	GE VERNOVA INC (GEV) - 0.68%
#24	N/A	LINDE PLC (LIN) - 0.67%
#25	N/A	SANDISK CORP ORDINARY SHARES (SNDK) - 0.63%
Total Holdings	1	216

FTGC vs SPUS - Historical Returns

Returns include dividend reinvestment.

Period	FTGC	SPUS
1 month	-7.37%	-1.97%
3 months	-1.01%	+15.35%
6 months	+17.53%	+9.01%
1 year	+28.35%	+31.43%
5 years(CAGR)	+12.34%	+15.73%
10 years(CAGR)	+7.02%	N/A
Max(CAGR)	+2.80%	+18.24%

FTGC

-7.37%

Winner

SPUS

-1.97%

FTGC

-1.01%

Winner

SPUS

+15.35%

Winner

FTGC

+17.53%

SPUS

+9.01%

FTGC

+28.35%

Winner

SPUS

+31.43%

5Y(CAGR)

FTGC

+12.34%

Winner

SPUS

+15.73%

10Y(CAGR)

FTGC

+7.02%

SPUS

N/A

Max(CAGR)

FTGC

+2.80%

Winner

SPUS

+18.24%

FTGC vs SPUS - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FTGC	SPUS
2026	+18.85%	+9.76%
2025	+13.77%	+19.94%
2024	+10.26%	+27.91%
2023	-3.47%	+35.56%
2022	+17.16%	-23.12%
2021	+27.87%	+37.94%
2020	+1.95%	+23.99%
2019	+6.10%	+0.81%
2018	-13.08%	N/A
2017	+3.33%	N/A
2016	+1.59%	N/A
2015	-22.33%	N/A
2014	-11.33%	N/A
2013	+0.53%	N/A

FTGC vs SPUS Drawdown Comparison

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

The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.

The current FTGC drawdown is -10.87%. The current SPUS drawdown is -5.76%.

Rank	FTGC	SPUS
#1	-59.47% Apr 24, 2014 - Oct 23, 2025	-30.80% Feb 19, 2020 - Jul 6, 2020
#2	-10.87% May 12, 2026 - Jun 23, 2026	-28.06% Dec 27, 2021 - Dec 12, 2023
#3	-7.91% Jan 29, 2026 - Mar 2, 2026	-22.82% Jan 23, 2025 - Jul 2, 2025
#4	-4.02% Dec 26, 2013 - Jan 24, 2014	-11.46% Jul 10, 2024 - Oct 14, 2024
#5	-3.71% Dec 5, 2025 - Jan 5, 2026	-10.66% Jan 28, 2026 - Apr 15, 2026
#6	-3.63% Mar 12, 2026 - Mar 30, 2026	-9.94% Sep 2, 2020 - Dec 8, 2020
#7	-3.41% Oct 25, 2013 - Dec 11, 2013	-8.19% Feb 12, 2021 - Apr 5, 2021
#8	-3.11% Nov 11, 2025 - Dec 5, 2025	-6.91% Jun 2, 2026 - Jun 10, 2026
#9	-2.56% Apr 6, 2026 - Apr 22, 2026	-6.71% Sep 3, 2021 - Oct 26, 2021
#10	-2.15% Mar 3, 2014 - Apr 17, 2014	-6.56% Mar 22, 2024 - May 15, 2024
#11	-1.82% Mar 6, 2026 - Mar 11, 2026	-5.74% Oct 29, 2025 - Jan 27, 2026
#12	-1.80% May 4, 2026 - May 11, 2026	-4.76% Apr 23, 2021 - Jun 10, 2021
#13	-1.50% Oct 23, 2025 - Nov 3, 2025	-4.50% Dec 16, 2024 - Jan 23, 2025
#14	-1.07% Apr 17, 2014 - Apr 24, 2014	-3.69% Jan 26, 2021 - Feb 4, 2021
#15	-0.91% Jan 24, 2014 - Jan 29, 2014	-3.59% Nov 19, 2021 - Dec 8, 2021

Correlation

Correlation between FTGC and SPUS is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2017 - 2026)

FTGC vs SPUS dividend yield comparison.

Year	FTGC	SPUS
2026	1.50%	0.23%
2025	17.74%	0.60%
2024	3.05%	0.70%
2023	3.34%	0.87%
2022	10.35%	1.21%
2021	7.21%	1.15%
2020	0.00%	1.04%
2019	0.81%	0.00%
2018	0.80%	0.00%
2017	1.21%	0.00%

Select Stocks to Compare

First Stock

Second Stock

Popular: FTGC vs SPY SPUS vs SPY

More Comparisons

Compare with similar stocks

FTGC vs SPUS

FTGC vs SPUS - Performance Comparison

Key Characteristics

FTGC vs SPUS - Holdings Comparison

FTGC vs SPUS - Historical Returns

FTGC vs SPUS - Annual Returns (2013 - 2026)

FTGC vs SPUS Drawdown Comparison

Correlation

Dividend Comparison (2017 - 2026)

Select Stocks to Compare

More Comparisons

Compare FTGC with:

Compare SPUS with:

Popular suggestions: