GDMN vs GDX

AGDMN

BGDX

Measures won3–2GDMN wins · of 6 · 5Y

$10,000 · 5Y$27,393GDX

Lowest cost0.45%GDMN · $45 on $10k

Most income7.54%GDMN · $754 on $10k

Smallest drop−38.9%GDX · worst fall in 1Y

Held in common60.9%GDMN and GDX

GDMN

GDX

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund · $150MVanEck Gold Miners ETF · $26.0B

+58.9%3 years · per year$40,137 · $30,450+44.9%

[…]5 years · per year[…] · $27,393+22.3%

0.45%Expense ratio$45 · $51 on $10k · lower wins0.51%

7.54%12-mo yield$754 · $75 on $10k0.75%

−52.0%Worst dropSmaller wins−38.9%

68.8%VolatilityLower wins51.4%

3–2GDMN wins

$10,000 · 5 yearsOne scale

Shared top holdingsGDMN · GDX

15.6%NEM11.7%

9.3%AEM11.4%

9.3%B8.2%

6.7%AU4.8%

Held in common60.9%

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	BGDX	VanEck Gold Miners ETFRead Desk		0.51%	0.75%	+9.0%	−1.4%	+19.5%	+44.9%	+22.3%	−38.9%	$26.0B
2	AGDMN	WisdomTree Efficient Gold Plus Gold Miners Strategy FundRead Desk		0.45%	7.54%	+11.2%	−15.5%	+5.6%	+58.9%	new	−52.0%	$150M

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	BGDX	VanEck Gold Miners ETFRead Desk		0.51%	0.75%	+9.0%	−1.4%	+19.5%	+44.9%	+22.3%	−38.9%	$26.0B
2	AGDMN	WisdomTree Efficient Gold Plus Gold Miners Strategy FundRead Desk		0.45%	7.54%	+11.2%	−15.5%	+5.6%	+58.9%	new	−52.0%	$150M

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

GDMN vs GDX

GDMN

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund

[…]

GDX

VanEck Gold Miners

$27,393

MeasureGDMNGDX

Fee0.45%0.51%

Cost on $10k a year$45$51

Yield7.54%0.75%

5 years, per year[…]+22.3%

3 years, per year+58.9%+44.9%

Worst drop · 1Y−52.0%−38.9%

Volatility · 1Y68.8%51.4%

3–2measures won
GDMN first

60.9%

holdings shared

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: GDMN, GDX

Today

60.9%most shared, GDMN and GDX

GDMNGDX

GDMN—60.9%

GDX60.9%—

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

Income After Fees on $10,000

$709most kept, GDMN

GDMN$754 − $45 = $709

GDX$75 − $51 = $24

KeptFee

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