GDOC vs SPY

AGDOC

BSPY

Measures won0–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common6.3%GDOC and SPY

GDOC

SPY

Goldman Sachs Future Health Care Equity ETF · $20MState Street SPDR S&P 500 ETF · $798B

+12.9%3 years · per year$14,382 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.75%Expense ratio$75 · $9 on $10k · lower wins0.09%

0.29%12-mo yield$29 · $99 on $10k0.99%

−15.7%Worst dropSmaller wins−8.9%

16.7%VolatilityLower wins12.9%

0–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsGDOC · SPY

14.4%LLY1.7%

6.0%JNJ1.0%

3.0%ABBV0.8%

5.8%UNH0.6%

Held in common6.3%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	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 SPY

GDOC

Goldman Sachs Future Health Care Equity

[…]

SPY

SPDR S&P 500

$18,060

MeasureGDOCSPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield0.29%0.99%

5 years, per year[…]+12.6%

3 years, per year+12.9%+24.1%

Worst drop · 1Y−15.7%−8.9%

Volatility · 1Y16.7%12.9%

5–0measures won
SPY first

6.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: GDOC, SPY

Today

6.3%most shared, GDOC and SPY

GDOCSPY

GDOC—6.3%

SPY6.3%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

GDOC$29 − $75 = −$46

KeptFee

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