GDMN vs IVV

AGDMN

BIVV

Measures won2–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income7.31%GDMN · $731 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.2%GDMN and IVV

GDMN

IVV

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund · $152MiShares Core S&P 500 ETF · $853B

+62.1%3 years · per year$42,572 · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

7.31%12-mo yield$731 · $114 on $10k1.14%

−52.0%Worst dropSmaller wins−8.9%

68.4%VolatilityLower wins13.6%

2–3IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsGDMN · IVV

15.6%NEM0.2%

Held in common0.2%

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	AGDMN	WisdomTree Efficient Gold Plus Gold Miners Strategy FundRead Desk		0.45%	7.31%	+0.7%	−12.9%	+10.0%	+62.1%	new	−52.0%	$152M

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	AGDMN	WisdomTree Efficient Gold Plus Gold Miners Strategy FundRead Desk		0.45%	7.31%	+0.7%	−12.9%	+10.0%	+62.1%	new	−52.0%	$152M

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

GDMN vs IVV

GDMN

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund

[…]

IVV

iShares Core S&P 500

$17,177

MeasureGDMNIVV

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield7.31%1.14%

5 years, per year[…]+11.4%

3 years, per year+62.1%+21.8%

Worst drop · 1Y−52.0%−8.9%

Volatility · 1Y68.4%13.6%

3–2measures won
IVV first

0.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: GDMN, IVV

Today

0.2%most shared, GDMN and IVV

GDMNIVV

GDMN—0.2%

IVV0.2%—

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

Income After Fees on $10,000

$686most kept, GDMN

GDMN$731 − $45 = $686

IVV$114 − $3 = $111

KeptFee

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