GDE vs SGOL5YGDEGDEAvsBSGOLSGOLWisdomTree Efficient Gold Plus Equity Strategy Fund · $381Mabrdn Physical Gold Shares ETF · $6.9BReturns · dividends in+39.9%3 years · per year$27,356 · $19,802+25.6%[…]5 years · per year[…] · $21,176+16.2%Cost and income0.20%Expense ratio$20 · $17 on $10k · lower wins0.17%17.18%12-mo yield$1,718 · $0 on $10k
Overlap: GDE, SGOL, GLDToday[…]holdings […]GDESGOLGLDGDE—[…][…]SGOL[…]—[…]GLD[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
GDE vs SGOL5YAGDEWisdomTree Efficient Gold Plus Equity Strategy Fund[…]vsSGOLBabrdn Physical Gold Shares$21,176MeasureGDESGOLFee0.20%0.17%Cost on $10k a year$20$17Yield17.18%0.00%5 years, per year[…]+16.2%3 years, per year+39.9%+25.6%Worst drop · 1Y−22.7%−28.3%Volatility · 1Y32.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSGOLabrdn Physical Gold Shares ETFReadDesk0.17%0.00%+0.1%−10.2%−7.7%+25.6%+16.2%−28.3%$6.9B2GLDSPDR Gold SharesReadDesk0.40%0.00%+0.2%−10.3%−7.9%+25.3%+15.9%−28.4%$134.3B3AGDEWisdomTree Efficient Gold Plus Equity Strategy FundReadDesk0.20%17.18%−0.5%−4.2%−2.3%+39.9%new−22.7%$381MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSGOLabrdn Physical Gold Shares ETFReadDesk0.17%0.00%+0.1%−10.2%−7.7%+25.6%+16.2%−28.3%$6.9B2GLDSPDR Gold SharesReadDesk0.40%0.00%+0.2%−10.3%−7.9%+25.3%+15.9%−28.4%$134.3B3AGDEWisdomTree Efficient Gold Plus Equity Strategy FundReadDesk0.20%17.18%−0.5%−4.2%−2.3%+39.9%new−22.7%$381MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
GLDM vs GLDYTDSPDRGLDMSA−10.2%vsBSGLDSPDR−10.3%Jan 1Nov 13−10.2%−10.3%−10.2%Year to date−10.3%0.10% · $10Fee · on $10k a year0.40% · $40$30.7BAssets$134B2–0GLDM winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: GDE, SGOL, GLDToday[…]holdings […]GDESGOLGLDGDE—[…][…]SGOL[…]—[…]GLD[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,698most kept, GDEGDE$1,718 − $20 = $1,698SGOL$0 − $17 = −$17GLD$0 − $40 = −$40KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee