GGUS vs GLDM

AGGUS

BGLDM

Measures won3–1GGUS wins · of 6 · 5Y

$10,000 · 5Y$22,676GLDM · IAU $22,511

Lowest cost0.10%GLDM · $10 on $10k

Most income0.44%GGUS · $44 on $10k

Smallest drop−15.1%GGUS · worst fall in 1Y

Held in common[…]GGUS and GLDM

GGUS

GLDM

Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF · $490MSPDR Gold MiniShares Trust · $30.5B

[…]3 years · per year[…] · $20,492+27.0%

[…]5 years · per year[…] · $22,676+17.8%

0.12%Expense ratio$12 · $10 on $10k · lower wins0.10%

0.44%12-mo yield$44 · $0 on $10k0.00%

−15.1%Worst dropSmaller wins−28.0%

19.6%VolatilityLower wins28.8%

3–1GGUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGGUS · GLDM

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

Held in common[…]

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 Three

5Y3 funds

#
1	BGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
2	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	−0.8%	−5.9%	+1.8%	+26.8%	+17.6%	−28.2%	$61.0B
3	AGGUS	Goldman Sachs MarketBeta Russell 1000 Growth Equity ETFRead Desk	0.12%	0.44%	+1.4%	−4.4%	−5.4%	new	new	−15.1%	$490M

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

All Three

5Y3 funds

#
1	BGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
2	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	−0.8%	−5.9%	+1.8%	+26.8%	+17.6%	−28.2%	$61.0B
3	AGGUS	Goldman Sachs MarketBeta Russell 1000 Growth Equity ETFRead Desk	0.12%	0.44%	+1.4%	−4.4%	−5.4%	new	new	−15.1%	$490M

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

GGUS vs GLDM

GGUS

Goldman Sachs MarketBeta Russell 1000 Growth Equity

[…]

GLDM

SPDR Gold MiniShares Trust

$22,676

MeasureGGUSGLDM

Fee0.12%0.10%

Cost on $10k a year$12$10

Yield0.44%0.00%

5 years, per year[…]+17.8%

3 years, per year[…]+27.0%

Worst drop · 1Y−15.1%−28.0%

Volatility · 1Y19.6%28.8%

3–1measures won
GGUS first

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

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

$30.5BAssets$135B

2–0GLDM 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: GGUS, GLDM, IAU

Today

[…]holdings […]

GGUSGLDMIAU

GGUS—[…][…]

GLDM[…]—[…]

IAU[…][…]—

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

Income After Fees on $10,000

$32most kept, GGUS

GGUS$44 − $12 = $32

GLDM$0 − $10 = −$10

IAU$0 − $25 = −$25

KeptFee

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