FTGC vs SPXX

Comparison between FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND (FTGC, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).

5-Year PerformanceFTGC has outperformed SPXX, delivering a return of +13.7% compared to +8.0%

FTGC vs SPXX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTGC(ETF)	SPXX(ETF)
Net Assets	$2.50B	$2.50B
Expense Ratio	0.98%	N/A
Max Drawdown	60.60%	59.96%
Sharpe Ratio	2.28	0.95
5Y Beta	0.19	0.80
5Y Dividends CAGR	N/A	11.48%

Net Assets

FTGC

$2.50B

SPXX

$2.50B

Expense Ratio

FTGC

0.98%

SPXX

N/A

Max Drawdown

FTGC

60.60%

Winner

SPXX

59.96%

Sharpe Ratio

Winner

FTGC

2.28

SPXX

0.95

5Y Beta

Winner

FTGC

0.19

SPXX

0.80

5Y Dividends CAGR

FTGC

N/A

SPXX

11.48%

FTGC vs SPXX - Historical Returns

Returns include dividend reinvestment.

Period	FTGC	SPXX
1 month	+4.58%	+7.16%
3 months	+20.42%	+0.27%
6 months	+30.32%	+6.60%
1 year	+44.37%	+15.10%
5 years(CAGR)	+13.74%	+8.02%
10 years(CAGR)	+8.32%	+10.12%
Max(CAGR)	+3.49%	+7.36%

FTGC

+4.58%

Winner

SPXX

+7.16%

Winner

FTGC

+20.42%

SPXX

+0.27%

Winner

FTGC

+30.32%

SPXX

+6.60%

Winner

FTGC

+44.37%

SPXX

+15.10%

5Y(CAGR)

Winner

FTGC

+13.74%

SPXX

+8.02%

10Y(CAGR)

FTGC

+8.32%

Winner

SPXX

+10.12%

Max(CAGR)

FTGC

+3.49%

Winner

SPXX

+7.36%

FTGC vs SPXX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	FTGC	SPXX
2026	+28.76%	+0.77%
2025	+13.77%	+11.56%
2024	+10.26%	+28.64%
2023	-3.47%	+1.77%
2022	+17.16%	-7.14%
2021	+27.87%	+31.06%
2020	+1.95%	+0.75%
2019	+6.10%	+23.48%
2018	-13.08%	-14.40%
2017	+3.33%	+28.09%
2016	+1.59%	+14.57%
2015	-22.33%	+2.35%
2014	-11.33%	+9.85%
2013	+0.53%	+15.93%
2012	N/A	+15.76%
2011	N/A	-5.57%
2010	N/A	+13.97%
2009	N/A	+28.61%
2008	N/A	-29.58%
2007	N/A	-4.08%
2006	N/A	+22.10%
2005	N/A	-13.75%

FTGC vs SPXX Drawdown Comparison

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

The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.

The current FTGC drawdown is -1.39%. The current SPXX drawdown is -0.88%.

Rank	FTGC	SPXX
#1	-59.47% Apr 24, 2014 - Oct 23, 2025	-52.38% Apr 12, 2007 - Dec 9, 2010
#2	-7.91% Jan 29, 2026 - Mar 2, 2026	-43.80% Jun 7, 2018 - Mar 1, 2021
#3	-4.02% Dec 26, 2013 - Jan 24, 2014	-18.59% Dec 14, 2010 - Feb 13, 2012
#4	-3.71% Dec 5, 2025 - Jan 5, 2026	-18.06% Jan 12, 2022 - Dec 1, 2022
#5	-3.63% Mar 12, 2026 - Mar 30, 2026	-17.95% Dec 1, 2022 - Jun 6, 2024
#6	-3.41% Oct 25, 2013 - Dec 11, 2013	-17.67% Feb 19, 2025 - Jun 30, 2025
#7	-3.11% Nov 11, 2025 - Dec 5, 2025	-14.69% Nov 30, 2005 - Aug 31, 2006
#8	-2.56% Apr 6, 2026 - Apr 22, 2026	-14.67% Nov 24, 2015 - Apr 12, 2016
#9	-2.15% Mar 3, 2014 - Apr 17, 2014	-11.85% Jan 12, 2026 - Mar 30, 2026
#10	-1.82% Mar 6, 2026 - Mar 11, 2026	-11.20% Oct 1, 2012 - Jan 11, 2013
#11	-1.80% May 4, 2026 - May 7, 2026	-9.73% Jun 15, 2021 - Dec 30, 2021
#12	-1.50% Oct 23, 2025 - Nov 3, 2025	-9.68% Jul 16, 2015 - Nov 3, 2015
#13	-1.07% Apr 17, 2014 - Apr 24, 2014	-7.94% Jan 26, 2018 - May 4, 2018
#14	-0.91% Jan 24, 2014 - Jan 29, 2014	-7.77% Apr 2, 2012 - Jul 27, 2012
#15	-0.88% Nov 3, 2025 - Nov 10, 2025	-7.69% Jul 16, 2024 - Aug 26, 2024

Correlation

Correlation between FTGC and SPXX is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2006 - 2026)

FTGC vs SPXX dividend yield comparison.

Year	FTGC	SPXX
2026	1.39%	1.90%
2025	17.74%	7.48%
2024	3.05%	6.87%
2023	3.34%	7.82%
2022	10.35%	7.30%
2021	7.21%	5.27%
2020	0.00%	6.56%
2019	0.81%	6.44%
2018	0.80%	7.98%
2017	1.21%	5.69%
2016	0.00%	5.14%
2015	0.00%	7.75%
2014	0.00%	7.30%
2013	0.00%	7.93%
2012	0.00%	8.66%
2011	0.00%	9.28%
2010	0.00%	8.09%
2009	0.00%	8.56%
2008	0.00%	13.80%
2007	0.00%	9.46%
2006	0.00%	8.36%