EPMB vs GLD

AEPMB

BGLD

Measures won3–1EPMB wins · of 6 · 5Y

$10,000 · 5Y$22,656GLD

Lowest cost0.40%GLD · $40 on $10k

Most income1.55%EPMB · $155 on $10k

Smallest drop−8.9%EPMB · worst fall in 1Y

Held in common[…]EPMB and GLD

EPMB

GLD

Harbor Mid Cap Core ETF (EPMB) · $4MSPDR Gold Shares · $136B

[…]3 years · per year[…] · $20,613+27.3%

[…]5 years · per year[…] · $22,656+17.8%

0.88%Expense ratio$88 · $40 on $10k · lower wins0.40%

1.55%12-mo yield$155 · $0 on $10k0.00%

−8.9%Worst dropSmaller wins−28.3%

14.6%VolatilityLower wins29.0%

3–1EPMB wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPMB · GLD

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	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	+1.9%	−4.2%	+3.7%	+27.3%	+17.8%	−28.3%	$135.5B
2	AEPMB	Harbor Mid Cap Core ETF (EPMB)Read Desk		0.88%	1.55%	+2.8%	+15.3%	+21.8%	new	new	−8.9%	$4M

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	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	+1.9%	−4.2%	+3.7%	+27.3%	+17.8%	−28.3%	$135.5B
2	AEPMB	Harbor Mid Cap Core ETF (EPMB)Read Desk		0.88%	1.55%	+2.8%	+15.3%	+21.8%	new	new	−8.9%	$4M

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

EPMB vs GLD

EPMB

Harbor Mid Cap Core ETF (EPMB)

[…]

GLD

SPDR Gold Shares

$22,656

MeasureEPMBGLD

Fee0.88%0.40%

Cost on $10k a year$88$40

Yield1.55%0.00%

5 years, per year[…]+17.8%

3 years, per year[…]+27.3%

Worst drop · 1Y−8.9%−28.3%

Volatility · 1Y14.6%29.0%

3–1measures won
EPMB first

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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

Overlap: EPMB, GLD

Today

[…]holdings […]

EPMBGLD

EPMB—[…]

GLD[…]—

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

Income After Fees on $10,000

$67most kept, EPMB

EPMB$155 − $88 = $67

GLD$0 − $40 = −$40

KeptFee

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