Compare · 2 funds side by side · dividends reinvested

GVLE and IAU

GVLEGoldman Sachs×IAUiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,585IAU · best of the two

02 / 03

GVLE and IAU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Gold TrustCommodities · Gold0.25%0.00%−9.2%−2.3%+24.7%+16.6%−28.2%28.6%$58.4B1.3

Goldman Sachs Value Opportunities ETFCommodities · Gold0.45%0.98%+19.1%[…][…][…][…][…]$40M1.3

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: GVLE 2015 · IAU 2005

Head to Head

Swap sides Versus in desk

Head to Head

Goldman Sachs Value Opportunities ETF · $40M[…]

GVLE

IAU

iShares Gold Trust · $58.4B$21,585

$10,000 five years ago, dividends reinvested

GVLEMeasureIAU

+19.1%Year to dateJan 1 → Nov 3−9.2%

[…]1 yearTotal return−2.3%

[…]3 years · per year$10,000 became […] · $19,382+24.7%

[…]5 years · per year$10,000 became […] · $21,585+16.6%

0.45%Expense ratio$45 · $25 a year on $10k · lower is better0.25%

0.98%Trailing 12-mo yield$98 · $0 a year on $10k0.00%

[…]Worst dropSmaller is better−28.2%

[…]VolatilityLower is calmer28.6%

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

2–1GVLE wins

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

More Ways to See the Pairs

GVLE vs IAU: Top 5 Holdings

Today

GVLE

31.9%in top 5

IAU

in top 5[…]

GVLEStockIAU

9.0%MSFTnot top 5

7.6%AMZNnot top 5

5.7%MRKnot top 5

4.8%JPMnot top 5

4.8%WMTnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

GVLE vs IAU Returns, Every Period

Goldman SachsGVLE

[…]

past year

IAUiShares

−2.3%

past year

GVLEIAUFaded: behind in that period

1–0GVLE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

GVLE vs IAU

YTD

Goldman SachsGVLE

+19.1%

IAUiShares

−9.2%

+19.1%Year to date−9.2%

[…]Worst drop · 1Y−28.2%

[…]Volatility · 1Y28.6%

1.0%Yield0.0%

$40.4MAssets$58.4B

2–0GVLE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GVLE, IAU

Today

0.25%lowest, IAU

FundExpense ratioFee$10k

IAU0.25%$25

GVLE0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: GVLE, IAU

0.98%highest, GVLE

FundTrailing yieldYield$10k

GVLE0.98%$98

IAU0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$53most kept, GVLE

GVLE$98 − $45 = $53

IAU$0 − $25 = −$25

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: GVLE, IAU

Today

[…]holdings […]

GVLEIAU

GVLE—[…]

IAU[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−2.3%IAU, at 28.6% volatility

IAUWorst drop−28.2%28.6% vol

GVLEWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

GVLEIAU

+19.1%Year to date−9.2%

1.0%Yield0.0%

[…]Past year−2.3%

0.45%Fee0.25%

2–1GVLE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

GLDM vs GLD

YTD

SPDRGLDM

−9.2%

GLDSPDR

−9.3%

−9.2%Year to date−9.3%

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

$30.0BAssets$132B

2–0GLDM wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026