GDE vs SGOL

AGDE

BSGOL

Measures won3–2GDE wins · of 6 · 5Y

$10,000 · 5Y$22,410SGOL

Lowest cost0.17%SGOL · $17 on $10k

Most income16.24%GDE · $1,624 on $10k

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

Held in common[…]GDE and SGOL

GDE

SGOL

WisdomTree Efficient Gold Plus Equity Strategy Fund · $375Mabrdn Physical Gold Shares ETF · $6.9B

+43.6%3 years · per year$29,625 · $20,251+26.5%

[…]5 years · per year[…] · $22,410+17.5%

0.20%Expense ratio$20 · $17 on $10k · lower wins0.17%

16.24%12-mo yield$1,624 · $0 on $10k0.00%

−22.7%Worst dropSmaller wins−28.1%

32.4%VolatilityLower wins28.8%

3–2GDE wins

$10,000 · 5 yearsOne scale

Shared top holdingsGDE · SGOL

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

Held in common[…]

End-of-day Nov 4, 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	BSGOL	abrdn Physical Gold Shares ETFRead Desk		0.17%	0.00%	+3.7%	−5.8%	+1.2%	+26.5%	+17.5%	−28.1%	$6.9B
2	AGDE	WisdomTree Efficient Gold Plus Equity Strategy FundRead Desk		0.20%	16.24%	+4.7%	+1.4%	+8.0%	+43.6%	new	−22.7%	$375M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSGOL	abrdn Physical Gold Shares ETFRead Desk		0.17%	0.00%	+3.7%	−5.8%	+1.2%	+26.5%	+17.5%	−28.1%	$6.9B
2	AGDE	WisdomTree Efficient Gold Plus Equity Strategy FundRead Desk		0.20%	16.24%	+4.7%	+1.4%	+8.0%	+43.6%	new	−22.7%	$375M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GDE vs SGOL

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

[…]

SGOL

abrdn Physical Gold Shares

$22,410

MeasureGDESGOL

Fee0.20%0.17%

Cost on $10k a year$20$17

Yield16.24%0.00%

5 years, per year[…]+17.5%

3 years, per year+43.6%+26.5%

Worst drop · 1Y−22.7%−28.1%

Volatility · 1Y32.4%28.8%

3–2measures won
GDE first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: GDE, SGOL

Today

[…]holdings […]

GDESGOL

GDE—[…]

SGOL[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,604most kept, GDE

GDE$1,624 − $20 = $1,604

SGOL$0 − $17 = −$17

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee