GDE vs GLD

AGDE

BGLD

Measures won4–1GDE wins · of 6 · 5Y

$10,000 · 5Y$21,425GLD

Lowest cost0.20%GDE · $20 on $10k

Most income17.00%GDE · $1,700 on $10k

Smallest drop−22.7%GDE · worst fall in 1Y

Held in common[…]GDE and GLD

GDE

GLD

WisdomTree Efficient Gold Plus Equity Strategy Fund · $375MSPDR Gold Shares · $132B

+41.7%3 years · per year$28,459 · $19,299+24.5%

[…]5 years · per year[…] · $21,425+16.5%

0.20%Expense ratio$20 · $40 on $10k · lower wins0.40%

17.00%12-mo yield$1,700 · $0 on $10k0.00%

−22.7%Worst dropSmaller wins−28.3%

32.0%VolatilityLower wins28.8%

4–1GDE wins

$10,000 · 5 yearsOne scale

Shared top holdingsGDE · GLD

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

Held in common[…]

End-of-day Nov 3, 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%	−0.7%	−9.3%	−2.4%	+24.5%	+16.5%	−28.3%	$132.3B
2	AGDE	WisdomTree Efficient Gold Plus Equity Strategy FundRead Desk		0.20%	17.00%	−0.1%	−3.2%	+3.3%	+41.7%	new	−22.7%	$375M

End-of-day Nov 3, 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%	−0.7%	−9.3%	−2.4%	+24.5%	+16.5%	−28.3%	$132.3B
2	AGDE	WisdomTree Efficient Gold Plus Equity Strategy FundRead Desk		0.20%	17.00%	−0.1%	−3.2%	+3.3%	+41.7%	new	−22.7%	$375M

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

Cards for this view

GDE vs GLD

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

[…]

GLD

SPDR Gold Shares

$21,425

MeasureGDEGLD

Fee0.20%0.40%

Cost on $10k a year$20$40

Yield17.00%0.00%

5 years, per year[…]+16.5%

3 years, per year+41.7%+24.5%

Worst drop · 1Y−22.7%−28.3%

Volatility · 1Y32.0%28.8%

4–1measures won
GDE first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

GLDM vs GLD

YTD

SPDRGLDM

−9.2%

GLDSPDR

−9.3%

−9.2%Year to date−9.3%

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

$30.0BAssets$132B

2–0GLDM wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: GDE, GLD

Today

[…]holdings […]

GDEGLD

GDE—[…]

GLD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,680most kept, GDE

GDE$1,700 − $20 = $1,680

GLD$0 − $40 = −$40

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee