Compare · 3 funds side by side · dividends reinvested

GDE, SGOL and GLDM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,676GLDM · best of the three

02 / 04

GDE, SGOL and GLDM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Efficient Gold Plus Equity Strategy FundCommodities · Gold0.20%16.84%−2.3%+5.4%+41.5%[…]−22.7%32.3%$378M1.6

SPDR Gold MiniShares TrustCommodities · Gold0.10%0.00%−5.8%+2.0%+27.0%+17.8%−28.0%28.8%$30.5B1.9

abrdn Physical Gold Shares ETFCommodities · Gold0.17%0.00%−5.8%+1.9%+26.9%+17.7%−28.1%28.7%$7.0B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: GDE 2022 · SGOL 2009 · GLDM 2018

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Efficient Gold Plus Equity Strategy Fund · $378M[…]

GDE

SGOL

abrdn Physical Gold Shares ETF · $7.0B$22,618

$10,000 five years ago, dividends reinvested

GDEMeasureSGOL

−2.3%Year to dateJan 1 → Nov 6−5.8%

+5.4%1 yearTotal return+1.9%

+41.5%3 years · per year$10,000 became $28,301 · $20,455+26.9%

[…]5 years · per year$10,000 became […] · $22,618+17.7%

0.20%Expense ratio$20 · $17 a year on $10k · lower is better0.17%

16.84%Trailing 12-mo yield$1,684 · $0 a year on $10k0.00%

−22.7%Worst dropSmaller is better−28.1%

32.3%VolatilityLower is calmer28.7%

GDESGOL Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2GDE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GDE vs SGOL: Top 5 Holdings

Today

GDE

33.9%in top 5

SGOL

in top 5[…]

GDEStockSGOL

8.8%AAPLnot top 5

8.3%NVDAnot top 5

6.6%MSFTnot top 5

5.7%GOOGLnot top 5

4.5%AMZNnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

GDE vs SGOL Returns, Every Period

WisdomTreeGDE

+5.4%

past year

SGOLAberdeen

+1.9%

past year

GDESGOLFaded: behind in that period

3–0GDE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

GDE vs SGOL

YTD

WisdomTreeGDE

−2.3%

SGOLAberdeen

−5.8%

−2.3%Year to date−5.8%

−22.7%Worst drop · 1Y−28.1%

32.3%Volatility · 1Y28.7%

16.8%Yield0.0%

$378MAssets$7.0B

3–1GDE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GDE, SGOL, GLDM

Today

0.10%lowest, GLDM

FundExpense ratioFee$10k

GLDM0.10%$10

SGOL0.17%$17

GDE0.20%$20

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: GDE, SGOL, GLDM

16.84%highest, GDE

FundTrailing yieldYield$10k

GDE16.84%$1,684

SGOL0.00%$0

GLDM0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,664most kept, GDE

GDE$1,684 − $20 = $1,664

GLDM$0 − $10 = −$10

SGOL$0 − $17 = −$17

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: GDE, SGOL, GLDM

Today

[…]holdings […]

GDESGOLGLDM

GDE—[…][…]

SGOL[…]—[…]

GLDM[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+5.4%GDE, at 32.3% volatility

SGOLWorst drop−28.1%28.7% vol

GLDMWorst drop−28.0%28.8% vol

GDEWorst drop−22.7%32.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

GDESGOL

−2.3%Year to date−5.8%

16.8%Yield0.0%

+5.4%Past year+1.9%

0.20%Fee0.17%

3–1GDE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.5BAssets$135B

2–0GLDM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026