GDMN vs GLD

AGDMN

BGLD

Measures won2–3GLD wins · of 6 · 5Y

$10,000 · 5Y$22,156GLD

Lowest cost0.40%GLD · $40 on $10k

Most income7.54%GDMN · $754 on $10k

Smallest drop−28.3%GLD · worst fall in 1Y

Held in common[…]GDMN and GLD

GDMN

GLD

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund · $150MSPDR Gold Shares · $131B

+58.9%3 years · per year$40,137 · $20,124+26.3%

[…]5 years · per year[…] · $22,156+17.2%

0.45%Expense ratio$45 · $40 on $10k · lower wins0.40%

7.54%12-mo yield$754 · $0 on $10k0.00%

−52.0%Worst dropSmaller wins−28.3%

68.8%VolatilityLower wins29.0%

2–3GLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsGDMN · GLD

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	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	+3.7%	−6.0%	+1.0%	+26.3%	+17.2%	−28.3%	$131.3B
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	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	+3.7%	−6.0%	+1.0%	+26.3%	+17.2%	−28.3%	$131.3B
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 GLD

GDMN

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund

[…]

GLD

SPDR Gold Shares

$22,156

MeasureGDMNGLD

Fee0.45%0.40%

Cost on $10k a year$45$40

Yield7.54%0.00%

5 years, per year[…]+17.2%

3 years, per year+58.9%+26.3%

Worst drop · 1Y−52.0%−28.3%

Volatility · 1Y68.8%29.0%

3–2measures won
GLD first

Nov 4, 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

$29.7BAssets$131B

2–0GLDM wins

End-of-day Nov 4, 2026

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

Overlap: GDMN, GLD

Today

[…]holdings […]

GDMNGLD

GDMN—[…]

GLD[…]—

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

GLD$0 − $40 = −$40

KeptFee

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