GDOC vs SCHD

AGDOC

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,317IAU · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 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 · $123B

+12.9%3 years · per year$14,382 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

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

0.29%12-mo yield$29 · $291 on $10k2.91%

−15.7%Worst dropSmaller wins−6.9%

16.7%VolatilityLower wins11.5%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGDOC · SCHD

5.8%UNH4.0%

4.9%MRK3.7%

Held in common7.7%

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

All Three

5Y3 funds

#
1	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	+3.7%	−5.9%	+1.1%	+26.4%	+17.4%	−28.2%	$59.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.8%	+11.8%	+16.0%	+12.9%	new	−15.7%	$20M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	+3.7%	−5.9%	+1.1%	+26.4%	+17.4%	−28.2%	$59.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.8%	+11.8%	+16.0%	+12.9%	new	−15.7%	$20M

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

GDOC vs SCHD

GDOC

Goldman Sachs Future Health Care Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureGDOCSCHD

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield0.29%2.91%

5 years, per year[…]+11.0%

3 years, per year+12.9%+21.4%

Worst drop · 1Y−15.7%−6.9%

Volatility · 1Y16.7%11.5%

5–0measures won
SCHD first

7.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

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: GDOC, SCHD, IAU

Today

7.7%most shared, GDOC and SCHD

GDOCSCHDIAU

GDOC—7.7%[…]

SCHD7.7%—[…]

IAU[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IAU$0 − $25 = −$25

GDOC$29 − $75 = −$46

KeptFee

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