GDOC vs GVUS

AGDOC

BGVUS

Measures won0–4GVUS wins · of 6 · 5Y

$10,000 · 5Y$23,043IAUM · GLDM $22,983

Lowest cost0.09%IAUM · $9 on $10k

Most income1.43%GVUS · $143 on $10k

Smallest drop−6.7%GVUS · worst fall in 1Y

Held in common7.4%GDOC and GVUS

GDOC

GVUS

Goldman Sachs Future Health Care Equity ETF · $20MGoldman Sachs MarketBeta Russell 1000 Value Equity ETF · $449M

+11.6%3 years · per year$13,882 · […][…]

[…]5 years · per year[…]

0.75%Expense ratio$75 · $12 on $10k · lower wins0.12%

0.29%12-mo yield$29 · $143 on $10k1.43%

−15.7%Worst dropSmaller wins−6.7%

17.1%VolatilityLower wins11.6%

0–4GVUS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGDOC · GVUS

6.2%JNJ1.8%

3.0%ABBV1.3%

4.9%MRK1.0%

5.7%UNH0.9%

Held in common7.4%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IAUM	iShares Gold Trust MicroRead Desk	0.09%	0.00%	+1.9%	−4.0%	+4.0%	+27.7%	+18.2%	−28.1%	$8.1B
2	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
3	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.4%	+11.0%	+13.6%	+11.6%	new	−15.7%	$20M
4	BGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk	0.12%	1.43%	+2.1%	+26.2%	+31.4%	new	new	−6.7%	$449M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IAUM	iShares Gold Trust MicroRead Desk	0.09%	0.00%	+1.9%	−4.0%	+4.0%	+27.7%	+18.2%	−28.1%	$8.1B
2	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
3	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.4%	+11.0%	+13.6%	+11.6%	new	−15.7%	$20M
4	BGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk	0.12%	1.43%	+2.1%	+26.2%	+31.4%	new	new	−6.7%	$449M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GDOC vs GVUS

GDOC

Goldman Sachs Future Health Care Equity

[…]

GVUS

Goldman Sachs MarketBeta Russell 1000 Value Equity

[…]

MeasureGDOCGVUS

Fee0.75%0.12%

Cost on $10k a year$75$12

Yield0.29%1.43%

5 years, per year[…][…]

3 years, per year+11.6%[…]

Worst drop · 1Y−15.7%−6.7%

Volatility · 1Y17.1%11.6%

4–0measures won
GVUS first

7.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

GLDM vs GLD

YTD

SPDRGLDM

−4.1%

GLDSPDR

−4.2%

−4.1%Year to date−4.2%

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

$30.8BAssets$136B

2–0GLDM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: GDOC, GVUS, GLDM, IAUM

Today

7.4%most shared, GDOC and GVUS

GDOCGVUSGLDMIAUM

GDOC—7.4%[…][…]

GVUS7.4%—[…][…]

GLDM[…][…]—[…]

IAUM[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$131most kept, GVUS

GVUS$143 − $12 = $131

IAUM$0 − $9 = −$9

GLDM$0 − $10 = −$10

GDOC$29 − $75 = −$46

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee