GDOC vs SGOL

AGDOC

BSGOL

Measures won3–2GDOC wins · of 6 · 5Y

$10,000 · 5Y$22,703IAUM · SGOL $22,596

Lowest cost0.09%IAUM · $9 on $10k

Most income0.29%GDOC · $29 on $10k

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

Held in common[…]GDOC and SGOL

GDOC

SGOL

Goldman Sachs Future Health Care Equity ETF · $20Mabrdn Physical Gold Shares ETF · $6.9B

+11.5%3 years · per year$13,878 · $20,548+27.1%

[…]5 years · per year[…] · $22,596+17.7%

0.75%Expense ratio$75 · $17 on $10k · lower wins0.17%

0.29%12-mo yield$29 · $0 on $10k0.00%

−15.7%Worst dropSmaller wins−28.1%

17.0%VolatilityLower wins28.8%

3–2GDOC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGDOC · SGOL

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

Held in common[…]

End-of-day Nov 5, 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	IAUM	iShares Gold Trust MicroRead Desk	0.09%	0.00%	+0.8%	−5.0%	+3.9%	+27.3%	+17.8%	−28.1%	$8.2B
2	BSGOL	abrdn Physical Gold Shares ETFRead Desk	0.17%	0.00%	+0.8%	−5.1%	+3.9%	+27.1%	+17.7%	−28.1%	$6.9B
3	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	−3.1%	+8.4%	+12.0%	+11.5%	new	−15.7%	$20M

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

All Three

5Y3 funds

#
1	IAUM	iShares Gold Trust MicroRead Desk	0.09%	0.00%	+0.8%	−5.0%	+3.9%	+27.3%	+17.8%	−28.1%	$8.2B
2	BSGOL	abrdn Physical Gold Shares ETFRead Desk	0.17%	0.00%	+0.8%	−5.1%	+3.9%	+27.1%	+17.7%	−28.1%	$6.9B
3	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	−3.1%	+8.4%	+12.0%	+11.5%	new	−15.7%	$20M

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

Cards for this view

GDOC vs SGOL

GDOC

Goldman Sachs Future Health Care Equity

[…]

SGOL

abrdn Physical Gold Shares

$22,596

MeasureGDOCSGOL

Fee0.75%0.17%

Cost on $10k a year$75$17

Yield0.29%0.00%

5 years, per year[…]+17.7%

3 years, per year+11.5%+27.1%

Worst drop · 1Y−15.7%−28.1%

Volatility · 1Y17.0%28.8%

3–2measures won
GDOC first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GDOC, SGOL, IAUM

Today

[…]holdings […]

GDOCSGOLIAUM

GDOC—[…][…]

SGOL[…]—[…]

IAUM[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$9most kept, IAUM

IAUM$0 − $9 = −$9

SGOL$0 − $17 = −$17

GDOC$29 − $75 = −$46

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee