BAR vs GVUS

ABAR

BGVUS

Measures won0–4GVUS wins · of 6 · 5Y

$10,000 · 5Y$22,676GLDM · BAR $22,612

Lowest cost0.10%GLDM · $10 on $10k

Most income1.46%GVUS · $146 on $10k

Smallest drop−6.7%GVUS · worst fall in 1Y

Held in common[…]BAR and GVUS

BAR

GVUS

GraniteShares Gold Trust · $1.3BGoldman Sachs MarketBeta Russell 1000 Value Equity ETF · $451M

+26.9%3 years · per year$20,439 · […][…]

+17.7%5 years · per year$22,612 · […][…]

0.17%Expense ratio$17 · $12 on $10k · lower wins0.12%

0.00%12-mo yield$0 · $146 on $10k1.46%

−28.1%Worst dropSmaller wins−6.7%

28.8%VolatilityLower wins11.5%

0–4GVUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAR · GVUS

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.8B
2	ABAR	GraniteShares Gold TrustRead Desk	0.17%	0.00%	−0.8%	−5.9%	+1.9%	+26.9%	+17.7%	−28.1%	$1.3B
3	BGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk	0.12%	1.46%	−0.4%	+23.7%	+28.1%	new	new	−6.7%	$451M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.8B
2	ABAR	GraniteShares Gold TrustRead Desk	0.17%	0.00%	−0.8%	−5.9%	+1.9%	+26.9%	+17.7%	−28.1%	$1.3B
3	BGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk	0.12%	1.46%	−0.4%	+23.7%	+28.1%	new	new	−6.7%	$451M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BAR vs GVUS

BAR

GraniteShares Gold Trust

$22,612

GVUS

Goldman Sachs MarketBeta Russell 1000 Value Equity

[…]

MeasureBARGVUS

Fee0.17%0.12%

Cost on $10k a year$17$12

Yield0.00%1.46%

5 years, per year+17.7%[…]

3 years, per year+26.9%[…]

Worst drop · 1Y−28.1%−6.7%

Volatility · 1Y28.8%11.5%

4–0measures won
GVUS first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

$30.8BAssets$136B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: BAR, GVUS, GLDM

Today

[…]holdings […]

BARGVUSGLDM

BAR—[…][…]

GVUS[…]—[…]

GLDM[…][…]—

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

Income After Fees on $10,000

$134most kept, GVUS

GVUS$146 − $12 = $134

GLDM$0 − $10 = −$10

BAR$0 − $17 = −$17

KeptFee

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