Compare · 4 funds side by side · dividends reinvested

GDOC, SCHD, GLD and IAUM

GDOCGoldman Sachs×SCHDSchwab×GLDSPDR×IAUMiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$23,043IAUM · best of the four

02 / 04

GDOC, SCHD, GLD and IAUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

iShares Gold Trust MicroCommodities · Gold0.09%0.00%−4.0%+4.0%+27.7%+18.2%−28.1%28.7%$8.1B2.4

Goldman Sachs Future Health Care Equity ETFCommodities · Gold0.75%0.29%+11.0%+13.6%+11.6%[…]−15.7%17.1%$20M2.6

SPDR Gold SharesCommodities · Gold0.40%0.00%−4.2%+3.7%+27.3%+17.8%−28.3%29.0%$136B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: GDOC 2021 · SCHD 2011 · GLD 2004 · IAUM 2021

Head to Head

Swap sides Versus in desk

Head to Head

Goldman Sachs Future Health Care Equity ETF · $20M[…]

GDOC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

GDOCMeasureSCHD

+11.0%Year to dateJan 1 → Nov 9+33.2%

+13.6%1 yearTotal return+39.1%

+11.6%3 years · per year$10,000 became $13,882 · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

0.29%Trailing 12-mo yield$29 · $296 a year on $10k2.96%

−15.7%Worst dropSmaller is better−6.9%

17.1%VolatilityLower is calmer11.8%

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

0–7SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GDOC vs SCHD: Top 5 Holdings

Today

GDOC

35.4%in top 5

SCHD

in top 521.4%

GDOCStockSCHD

13.9%LLYnot top 5

6.2%JNJnot top 5

5.7%UNHnot top 5

4.9%MRKnot top 5

4.7%EWnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common7.7%

End-of-day Nov 9, 2026 · share of each fund

GDOC vs SCHD Returns, Every Period

Goldman SachsGDOC

+13.6%

past year

SCHDSchwab

+39.1%

past year

GDOCSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Commodities vs Income: GDOC vs SCHD

YTD

Goldman SachsGDOC

+11.0%

SCHDSchwab

+33.2%

+11.0%Year to date+33.2%

−15.7%Worst drop · 1Y−6.9%

17.1%Volatility · 1Y11.8%

0.3%Yield3.0%

$20.2MAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GDOC, SCHD, GLD, IAUM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IAUM0.09%$9

GLD0.40%$40

GDOC0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: GDOC, SCHD, GLD, IAUM

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

GDOC0.29%$29

GLD0.00%$0

IAUM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IAUM$0 − $9 = −$9

GLD$0 − $40 = −$40

GDOC$29 − $75 = −$46

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: GDOC, SCHD, GLD, IAUM

Today

7.7%most shared, GDOC and SCHD

GDOCSCHDGLDIAUM

GDOC—7.7%[…][…]

SCHD7.7%—[…][…]

GLD[…][…]—[…]

IAUM[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

GDOCWorst drop−15.7%17.1% vol

IAUMWorst drop−28.1%28.7% vol

GLDWorst drop−28.3%29.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDGDOC

+33.2%Year to date+11.0%

3.0%Yield0.3%

+39.1%Past year+13.6%

0.06%Fee0.75%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

GLDM vs GLD

YTD

SPDRGLDM

−4.1%

GLDSPDR

−4.2%

−4.1%Year to date−4.2%

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

$30.8BAssets$136B

2–0GLDM wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026