AAAU vs SCHD

AAAAU

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,872AAAU · SCHD $16,454

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]AAAU and SCHD

AAAU

SCHD

Goldman Sachs Physical Gold ETF · $2.5BSchwab U.S. Dividend Equity ETF · $120B

+27.5%3 years · per year$20,732 · $17,118+19.6%

+18.0%5 years · per year$22,872 · $16,454+10.5%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $296 on $10k2.96%

−28.1%Worst dropSmaller wins−6.9%

28.7%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAAAU · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAAAU	Goldman Sachs Physical Gold ETFRead Desk		0.18%	0.00%	+1.8%	−4.2%	+3.8%	+27.5%	+18.0%	−28.1%	$2.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAAAU	Goldman Sachs Physical Gold ETFRead Desk		0.18%	0.00%	+1.8%	−4.2%	+3.8%	+27.5%	+18.0%	−28.1%	$2.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AAAU vs SCHD

AAAU

Goldman Sachs Physical Gold

$22,872

SCHD

Schwab U.S. Dividend Equity

$16,454

MeasureAAAUSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield0.00%2.96%

5 years, per year+18.0%+10.5%

3 years, per year+27.5%+19.6%

Worst drop · 1Y−28.1%−6.9%

Volatility · 1Y28.7%11.8%

4–2measures won
SCHD first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: AAAU, SCHD

Today

[…]holdings […]

AAAUSCHD

AAAU—[…]

SCHD[…]—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

AAAU$0 − $18 = −$18

KeptFee

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