BGLD vs SCHD

ABGLD

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,340GLD · BGLD $16,882

Lowest cost0.06%SCHD · $6 on $10k

Most income46.84%BGLD · $4,684 on $10k

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

Held in common[…]BGLD and SCHD

BGLD

SCHD

FT Vest Gold Strategy Quarterly Buffer ETF · $54MSchwab U.S. Dividend Equity ETF · $120B

+16.8%3 years · per year$15,951 · $17,414+20.3%

+11.0%5 years · per year$16,882 · $16,375+10.4%

0.91%Expense ratio$91 · $6 on $10k · lower wins0.06%

46.84%12-mo yield$4,684 · $298 on $10k2.98%

−13.9%Worst dropSmaller wins−6.9%

13.9%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBGLD · SCHD

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

Held in common[…]

End-of-day Nov 5, 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	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+0.8%	−5.3%	+3.6%	+26.8%	+17.4%	−28.3%	$135.0B
2	ABGLD	FT Vest Gold Strategy Quarterly Buffer ETFRead Desk	0.91%	46.84%	−0.1%	−5.4%	−4.2%	+16.8%	+11.0%	−13.9%	$54M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

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

All Three

5Y3 funds

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+0.8%	−5.3%	+3.6%	+26.8%	+17.4%	−28.3%	$135.0B
2	ABGLD	FT Vest Gold Strategy Quarterly Buffer ETFRead Desk	0.91%	46.84%	−0.1%	−5.4%	−4.2%	+16.8%	+11.0%	−13.9%	$54M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

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

Cards for this view

BGLD vs SCHD

BGLD

FT Vest Gold Strategy Quarterly Buffer

$16,882

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureBGLDSCHD

Fee0.91%0.06%

Cost on $10k a year$91$6

Yield46.84%2.98%

5 years, per year+11.0%+10.4%

3 years, per year+16.8%+20.3%

Worst drop · 1Y−13.9%−6.9%

Volatility · 1Y13.9%11.7%

4–2measures won
SCHD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−5.3%

−5.8%Year to date−5.3%

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

$30.5BAssets$135B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BGLD, SCHD, GLD

Today

[…]holdings […]

BGLDSCHDGLD

BGLD—[…][…]

SCHD[…]—[…]

GLD[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$4,593most kept, BGLD

BGLD$4,684 − $91 = $4,593

SCHD$298 − $6 = $292

GLD$0 − $40 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee