PortfoliosLab logoPortfoliosLab logo
RLY vs. FTGC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RLY vs. FTGC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR SSgA Multi-Asset Real Return ETF (RLY) and First Trust Global Tactical Commodity Strategy Fund (FTGC). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, RLY achieves a 14.36% return, which is significantly lower than FTGC's 23.51% return. Over the past 10 years, RLY has outperformed FTGC with an annualized return of 8.25%, while FTGC has yielded a comparatively lower 7.34% annualized return.


RLY

1D
-0.06%
1M
-2.10%
YTD
14.36%
6M
16.24%
1Y
28.00%
3Y*
13.90%
5Y*
9.85%
10Y*
8.25%

FTGC

1D
-0.03%
1M
-4.09%
YTD
23.51%
6M
23.08%
1Y
35.61%
3Y*
16.53%
5Y*
12.36%
10Y*
7.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RLY vs. FTGC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RLY
SPDR SSgA Multi-Asset Real Return ETF
14.36%20.26%2.53%2.56%7.86%22.85%-0.59%15.63%-11.72%10.40%
FTGC
First Trust Global Tactical Commodity Strategy Fund
23.51%14.61%9.96%-5.36%17.36%27.95%2.17%6.40%-12.75%2.73%

Correlation

The correlation between RLY and FTGC is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.67

Correlation (3Y)
Calculated over the trailing 3-year period

0.65

Correlation (5Y)
Calculated over the trailing 5-year period

0.69

Correlation (10Y)
Calculated over the trailing 10-year period

0.67

Correlation (All Time)
Calculated using the full available price history since Oct 24, 2013

0.64

The correlation between RLY and FTGC has been stable across timeframes, ranging from 0.64 to 0.69 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

RLY vs. FTGC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RLY
RLY Risk / Return Rank: 9191
Overall Rank
RLY Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
RLY Sortino Ratio Rank: 8989
Sortino Ratio Rank
RLY Omega Ratio Rank: 8989
Omega Ratio Rank
RLY Calmar Ratio Rank: 9595
Calmar Ratio Rank
RLY Martin Ratio Rank: 9494
Martin Ratio Rank

FTGC
FTGC Risk / Return Rank: 7979
Overall Rank
FTGC Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
FTGC Sortino Ratio Rank: 7474
Sortino Ratio Rank
FTGC Omega Ratio Rank: 7575
Omega Ratio Rank
FTGC Calmar Ratio Rank: 8787
Calmar Ratio Rank
FTGC Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RLY vs. FTGC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR SSgA Multi-Asset Real Return ETF (RLY) and First Trust Global Tactical Commodity Strategy Fund (FTGC). 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.


RLYFTGCDifference
Sharpe ratioReturn per unit of total volatility

+0.45

Sortino ratioReturn per unit of downside risk

+0.71

Omega ratioGain probability vs. loss probability

1.51

1.40

+0.11

Calmar ratioReturn relative to maximum drawdown

7.16

4.52

+2.63

Martin ratioReturn relative to average drawdown

25.86

14.31

+11.56

RLY vs. FTGC - Sharpe Ratio Comparison

The current RLY Sharpe Ratio is 2.73, which is comparable to the FTGC Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of RLY and FTGC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


RLYFTGCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.73

2.27

+0.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

0.78

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.50

+0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.22

+0.14

Drawdowns

RLY vs. FTGC - Drawdown Comparison

The maximum RLY drawdown since its inception was -37.75%, smaller than the maximum FTGC drawdown of -59.47%. Use the drawdown chart below to compare losses from any high point for RLY and FTGC.


Loading charts...

Drawdown Indicators


RLYFTGCDifference

Max Drawdown

Largest peak-to-trough decline

-37.75%

-59.47%

+21.72%

Max Drawdown (1Y)

Largest decline over 1 year

-3.93%

-7.91%

+3.98%

Max Drawdown (3Y)

Largest decline over 3 years

-10.08%

-10.39%

+0.31%

Max Drawdown (5Y)

Largest decline over 5 years

-18.94%

-22.64%

+3.70%

Max Drawdown (10Y)

Largest decline over 10 years

-34.17%

-35.91%

+1.74%

Current Drawdown

Current decline from peak

-3.93%

-7.38%

+3.45%

Average Drawdown

Average peak-to-trough decline

-9.45%

-27.40%

+17.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.09%

2.50%

-1.41%

Volatility

RLY vs. FTGC - Volatility Comparison

The current volatility for SPDR SSgA Multi-Asset Real Return ETF (RLY) is 3.47%, while First Trust Global Tactical Commodity Strategy Fund (FTGC) has a volatility of 4.76%. This indicates that RLY experiences smaller price fluctuations and is considered to be less risky than FTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


RLYFTGCDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.47%

4.76%

-1.29%

Volatility (6M)

Calculated over the trailing 6-month period

8.46%

13.37%

-4.91%

Volatility (1Y)

Calculated over the trailing 1-year period

10.34%

15.78%

-5.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.57%

15.97%

-2.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.83%

14.72%

-0.89%

RLY vs. FTGC - Expense Ratio Comparison

RLY has a 0.50% expense ratio, which is lower than FTGC's 0.95% expense ratio.


Dividends

RLY vs. FTGC - Dividend Comparison

RLY's dividend yield for the trailing twelve months is around 2.93%, less than FTGC's 15.52% yield.


PositionTTM20252024202320222021202020192018201720162015
FTGC
First Trust Global Tactical Commodity Strategy Fund
15.52%17.74%3.05%3.34%10.35%7.21%0.00%0.81%0.80%1.21%0.00%0.00%
RLY
SPDR SSgA Multi-Asset Real Return ETF
2.93%3.24%3.31%3.71%5.66%12.15%2.16%3.45%2.76%1.85%2.07%1.80%

Frequently Asked Questions


RLY and FTGC have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FTGC has higher volatility (4.76%) compared to RLY (3.47%). In terms of maximum drawdown, RLY dropped -37.75% vs FTGC's -59.47%.

On 10-year performance, RLY leads with 8.25% vs 7.34% for FTGC. On fees, RLY is cheaper at 0.50% per year. On volatility, RLY has been the lower-risk option at 3.47%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, RLY has performed better with a 8.25% return vs 7.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RLY is cheaper with a 0.50% expense ratio, compared with 0.95% for FTGC.

FTGC has the higher dividend yield at 15.52%, compared with 2.93% for RLY.

RLY is categorized as Hedge Fund, while FTGC is Commodities. They also come from different issuers: State Street and First Trust. Their fees differ too: 0.50% for RLY and 0.95% for FTGC.

RLY currently has the higher Sharpe Ratio (2.73 vs 2.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for RLY and FTGC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer