GDOC vs SCHD

AGDOC

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$30,774GDX · IAU $22,809

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common7.7%GDOC and SCHD

GDOC

SCHD

Goldman Sachs Future Health Care Equity ETF · $20MSchwab U.S. Dividend Equity ETF · $122B

+11.6%3 years · per year$13,882 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.75%Expense ratio$75 · $6 on $10k · lower wins0.06%

0.29%12-mo yield$29 · $296 on $10k2.96%

−15.7%Worst dropSmaller wins−6.9%

17.1%VolatilityLower wins11.8%

0–5SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGDOC · SCHD

5.7%UNH3.9%

4.9%MRK3.8%

Held in common7.7%

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	GDX	VanEck Gold Miners ETFRead Desk	0.51%	0.69%	+4.4%	+6.6%	+30.2%	+49.7%	+25.2%	−38.9%	$26.9B
2	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$61.0B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
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	GDX	VanEck Gold Miners ETFRead Desk	0.51%	0.69%	+4.4%	+6.6%	+30.2%	+49.7%	+25.2%	−38.9%	$26.9B
2	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$61.0B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
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 SCHD

GDOC

Goldman Sachs Future Health Care Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureGDOCSCHD

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield0.29%2.96%

5 years, per year[…]+10.5%

3 years, per year+11.6%+19.6%

Worst drop · 1Y−15.7%−6.9%

Volatility · 1Y17.1%11.8%

5–0measures won
SCHD first

7.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

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, SCHD, GDX, IAU

Today

7.7%most shared, GDOC and SCHD

GDOCSCHDGDXIAU

GDOC—7.7%0.0%[…]

SCHD7.7%—0.0%[…]

GDX0.0%0.0%—[…]

IAU[…][…][…]—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

GDX$69 − $51 = $18

IAU$0 − $25 = −$25

GDOC$29 − $75 = −$46

KeptFee

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