GLDM vs SCHD

AGLDM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,983GLDM · SCHD $16,459

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[…]GLDM and SCHD

GLDM

SCHD

SPDR Gold MiniShares Trust · $30.8BSchwab U.S. Dividend Equity ETF · $120B

+27.6%3 years · per year$20,795 · $17,123+19.6%

+18.1%5 years · per year$22,983 · $16,459+10.5%

0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%

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

−28.0%Worst dropSmaller wins−6.9%

28.9%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLDM · 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

All Three

5Y3 funds

#
1	AGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	DBB	Invesco DB Base Metals FundRead Desk	0.81%	2.42%	+0.9%	+8.1%	+18.4%	+15.8%	+6.3%	−11.0%	$309M

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

All Three

5Y3 funds

#
1	AGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	DBB	Invesco DB Base Metals FundRead Desk	0.81%	2.42%	+0.9%	+8.1%	+18.4%	+15.8%	+6.3%	−11.0%	$309M

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

GLDM vs SCHD

GLDM

SPDR Gold MiniShares Trust

$22,983

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureGLDMSCHD

Fee0.10%0.06%

Cost on $10k a year$10$6

Yield0.00%2.96%

5 years, per year+18.1%+10.5%

3 years, per year+27.6%+19.6%

Worst drop · 1Y−28.0%−6.9%

Volatility · 1Y28.9%11.8%

4–2measures won
SCHD first

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

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

Overlap: DBB, GLDM, SCHD

Today

0.0%most shared, DBB and SCHD

DBBGLDMSCHD

DBB—[…]0.0%

GLDM[…]—[…]

SCHD0.0%[…]—

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

DBB$242 − $81 = $161

GLDM$0 − $10 = −$10

KeptFee

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