FTGC vs. USDU
Compare and contrast key facts about First Trust Global Tactical Commodity Strategy Fund (FTGC) and WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU).
FTGC and USDU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTGC is an actively managed fund by First Trust. It was launched on Oct 23, 2013. USDU is an actively managed fund by WisdomTree. It was launched on Dec 18, 2013.
Performance
FTGC vs. USDU - Performance Comparison
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FTGC vs. USDU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTGC First Trust Global Tactical Commodity Strategy Fund | 24.45% | 14.61% | 9.96% | -5.36% | 17.36% | 27.95% | 2.17% | 6.40% | -12.75% | 2.73% |
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 1.86% | -3.14% | 14.56% | 3.10% | 7.67% | 4.07% | -5.43% | 1.54% | 5.40% | -7.44% |
Returns By Period
In the year-to-date period, FTGC achieves a 24.45% return, which is significantly higher than USDU's 1.86% return. Over the past 10 years, FTGC has outperformed USDU with an annualized return of 8.28%, while USDU has yielded a comparatively lower 2.70% annualized return.
FTGC
- 1D
- -0.77%
- 1M
- 10.30%
- YTD
- 24.45%
- 6M
- 29.10%
- 1Y
- 32.53%
- 3Y*
- 15.39%
- 5Y*
- 15.53%
- 10Y*
- 8.28%
USDU
- 1D
- -0.19%
- 1M
- 1.66%
- YTD
- 1.86%
- 6M
- 3.49%
- 1Y
- 0.52%
- 3Y*
- 5.21%
- 5Y*
- 4.91%
- 10Y*
- 2.70%
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FTGC vs. USDU - Expense Ratio Comparison
FTGC has a 0.95% expense ratio, which is higher than USDU's 0.51% expense ratio.
Return for Risk
FTGC vs. USDU — Risk / Return Rank
FTGC
USDU
FTGC vs. USDU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Global Tactical Commodity Strategy Fund (FTGC) and WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FTGC | USDU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.95 | 0.08 | +1.88 |
Sortino ratioReturn per unit of downside risk | 2.56 | 0.16 | +2.41 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.02 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 3.18 | 0.02 | +3.16 |
Martin ratioReturn relative to average drawdown | 10.15 | 0.04 | +10.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTGC | USDU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.95 | 0.08 | +1.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.74 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.36 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.44 | -0.21 |
Correlation
The correlation between FTGC and USDU is -0.29. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
FTGC vs. USDU - Dividend Comparison
FTGC's dividend yield for the trailing twelve months is around 15.41%, more than USDU's 3.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTGC First Trust Global Tactical Commodity Strategy Fund | 15.41% | 17.74% | 3.05% | 3.34% | 10.35% | 7.21% | 0.00% | 0.81% | 0.80% | 1.21% | 0.00% | 0.00% |
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 3.76% | 3.83% | 3.97% | 6.99% | 7.83% | 0.00% | 0.69% | 3.06% | 0.88% | 0.00% | 0.00% | 6.48% |
Drawdowns
FTGC vs. USDU - Drawdown Comparison
The maximum FTGC drawdown since its inception was -59.47%, which is greater than USDU's maximum drawdown of -14.54%. Use the drawdown chart below to compare losses from any high point for FTGC and USDU.
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Drawdown Indicators
| FTGC | USDU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.47% | -14.54% | -44.93% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -5.36% | -5.00% |
Max Drawdown (5Y)Largest decline over 5 years | -22.64% | -9.28% | -13.36% |
Max Drawdown (10Y)Largest decline over 10 years | -35.91% | -14.54% | -21.37% |
Current DrawdownCurrent decline from peak | -0.77% | -2.29% | +1.52% |
Average DrawdownAverage peak-to-trough decline | -27.78% | -4.74% | -23.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 2.86% | +0.39% |
Volatility
FTGC vs. USDU - Volatility Comparison
First Trust Global Tactical Commodity Strategy Fund (FTGC) has a higher volatility of 6.70% compared to WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) at 1.85%. This indicates that FTGC's price experiences larger fluctuations and is considered to be riskier than USDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTGC | USDU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 1.85% | +4.85% |
Volatility (6M)Calculated over the trailing 6-month period | 12.89% | 4.20% | +8.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.73% | 6.86% | +9.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.95% | 6.65% | +9.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.69% | 7.49% | +7.20% |