GDOC vs SPYM

AGDOC

BSPYM

Measures won0–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VOO $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common6.5%GDOC and SPYM

GDOC

SPYM

Goldman Sachs Future Health Care Equity ETF · $21MState Street SPDR Portfolio S&P 500 ETF · $182B

+11.3%3 years · per year$13,784 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.75%Expense ratio$75 · $2 on $10k · lower wins0.02%

0.29%12-mo yield$29 · $105 on $10k1.05%

−15.7%Worst dropSmaller wins−8.9%

17.0%VolatilityLower wins13.6%

0–5SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGDOC · SPYM

14.0%LLY1.7%

6.1%JNJ1.0%

3.0%ABBV0.8%

5.0%MRK0.6%

Held in common6.5%

End-of-day Nov 6, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
4	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	0.0%	+8.4%	+11.3%	+11.3%	new	−15.7%	$21M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
4	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	0.0%	+8.4%	+11.3%	+11.3%	new	−15.7%	$21M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GDOC vs SPYM

GDOC

Goldman Sachs Future Health Care Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureGDOCSPYM

Fee0.75%0.02%

Cost on $10k a year$75$2

Yield0.29%1.05%

5 years, per year[…]+11.4%

3 years, per year+11.3%+21.8%

Worst drop · 1Y−15.7%−8.9%

Volatility · 1Y17.0%13.6%

5–0measures won
SPYM first

6.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: GDOC, SPYM, VOO, IVV

Today

99.9%most shared, SPYM and IVV

GDOCSPYMVOOIVV

GDOC—6.5%5.7%6.5%

SPYM6.5%—92.2%99.9%

VOO5.7%92.2%—92.2%

IVV6.5%99.9%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

GDOC$29 − $75 = −$46

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee