GDOC vs IAU

AGDOC

BIAU

Measures won3–2GDOC wins · of 6 · 5Y

$10,000 · 5Y$28,041GDXJ · GLDM $22,983

Lowest cost0.10%GLDM · $10 on $10k

Most income2.34%GDXJ · $234 on $10k

Smallest drop−15.7%GDOC · worst fall in 1Y

Held in common[…]GDOC and IAU

GDOC

IAU

Goldman Sachs Future Health Care Equity ETF · $20MiShares Gold Trust · $60.0B

+11.6%3 years · per year$13,882 · $20,686+27.4%

[…]5 years · per year[…] · $22,809+17.9%

0.75%Expense ratio$75 · $25 on $10k · lower wins0.25%

0.29%12-mo yield$29 · $0 on $10k0.00%

−15.7%Worst dropSmaller wins−28.2%

17.1%VolatilityLower wins28.9%

3–2GDOC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGDOC · IAU

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

Held in common[…]

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	GDXJ	VanEck Junior Gold Miners ETFRead Desk	0.52%	2.34%	+4.9%	−0.6%	+28.0%	+52.5%	+22.9%	−41.3%	$7.9B
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	BIAU	iShares Gold TrustRead Desk	0.25%	0.00%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$60.0B
4	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

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	GDXJ	VanEck Junior Gold Miners ETFRead Desk	0.52%	2.34%	+4.9%	−0.6%	+28.0%	+52.5%	+22.9%	−41.3%	$7.9B
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	BIAU	iShares Gold TrustRead Desk	0.25%	0.00%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$60.0B
4	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

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 IAU

GDOC

Goldman Sachs Future Health Care Equity

[…]

IAU

iShares Gold Trust

$22,809

MeasureGDOCIAU

Fee0.75%0.25%

Cost on $10k a year$75$25

Yield0.29%0.00%

5 years, per year[…]+17.9%

3 years, per year+11.6%+27.4%

Worst drop · 1Y−15.7%−28.2%

Volatility · 1Y17.1%28.9%

3–2measures won
GDOC first

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, IAU, GDXJ, GLDM

Today

0.0%most shared, GDOC and GDXJ

GDOCIAUGDXJGLDM

GDOC—[…]0.0%[…]

IAU[…]—[…][…]

GDXJ0.0%[…]—[…]

GLDM[…][…][…]—

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

Income After Fees on $10,000

$182most kept, GDXJ

GDXJ$234 − $52 = $182

GLDM$0 − $10 = −$10

IAU$0 − $25 = −$25

GDOC$29 − $75 = −$46

KeptFee

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