GDE vs SGOL

AGDE

BSGOL

Measures won3–2GDE wins · of 6 · 5Y

$10,000 · 5Y$22,676GLDM · SGOL $22,618

Lowest cost0.10%GLDM · $10 on $10k

Most income16.84%GDE · $1,684 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 · $378Mabrdn Physical Gold Shares ETF · $7.0B

+41.5%3 years · per year$28,301 · $20,455+26.9%

[…]5 years · per year[…] · $22,618+17.7%

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

16.84%12-mo yield$1,684 · $0 on $10k0.00%

−22.7%Worst dropSmaller wins−28.1%

32.3%VolatilityLower wins28.7%

3–2GDE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGDE · SGOL

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

Held in common[…]

End-of-day Nov 6, 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	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
2	BSGOL	abrdn Physical Gold Shares ETFRead Desk	0.17%	0.00%	−0.8%	−5.8%	+1.9%	+26.9%	+17.7%	−28.1%	$7.0B
3	AGDE	WisdomTree Efficient Gold Plus Equity Strategy FundRead Desk	0.20%	16.84%	−0.9%	−2.3%	+5.4%	+41.5%	new	−22.7%	$378M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
2	BSGOL	abrdn Physical Gold Shares ETFRead Desk	0.17%	0.00%	−0.8%	−5.8%	+1.9%	+26.9%	+17.7%	−28.1%	$7.0B
3	AGDE	WisdomTree Efficient Gold Plus Equity Strategy FundRead Desk	0.20%	16.84%	−0.9%	−2.3%	+5.4%	+41.5%	new	−22.7%	$378M

End-of-day Nov 6, 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

$22,618

MeasureGDESGOL

Fee0.20%0.17%

Cost on $10k a year$20$17

Yield16.84%0.00%

5 years, per year[…]+17.7%

3 years, per year+41.5%+26.9%

Worst drop · 1Y−22.7%−28.1%

Volatility · 1Y32.3%28.7%

3–2measures won
GDE first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

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

$30.5BAssets$135B

2–0GLDM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: GDE, SGOL, GLDM

Today

[…]holdings […]

GDESGOLGLDM

GDE—[…][…]

SGOL[…]—[…]

GLDM[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,664most kept, GDE

GDE$1,684 − $20 = $1,664

GLDM$0 − $10 = −$10

SGOL$0 − $17 = −$17

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee