GLD vs GSC

AGLD

BGSC

Measures won2–3GSC wins · of 6 · 5Y

$10,000 · 5Y$22,809IAU · GLD $22,656

Lowest cost0.25%IAU · $25 on $10k

Most income0.22%GSC · $22 on $10k

Smallest drop−12.7%GSC · worst fall in 1Y

Held in common[…]GLD and GSC

GLD

GSC

SPDR Gold Shares · $136BGoldman Sachs Small Cap Equity ETF · $305M

+27.3%3 years · per year$20,613 · $16,069+17.1%

+17.8%5 years · per year$22,656 · […][…]

0.40%Expense ratio$40 · $80 on $10k · lower wins0.80%

0.00%12-mo yield$0 · $22 on $10k0.22%

−28.3%Worst dropSmaller wins−12.7%

29.0%VolatilityLower wins20.1%

2–3GSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLD · GSC

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

Held in common[…]

End-of-day Nov 9, 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%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$61.0B
2	AGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+1.9%	−4.2%	+3.7%	+27.3%	+17.8%	−28.3%	$135.5B
3	BGSC	Goldman Sachs Small Cap Equity ETFRead Desk	0.80%	0.22%	+2.5%	+16.1%	+20.3%	+17.1%	new	−12.7%	$305M

End-of-day Nov 9, 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%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$61.0B
2	AGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+1.9%	−4.2%	+3.7%	+27.3%	+17.8%	−28.3%	$135.5B
3	BGSC	Goldman Sachs Small Cap Equity ETFRead Desk	0.80%	0.22%	+2.5%	+16.1%	+20.3%	+17.1%	new	−12.7%	$305M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GLD vs GSC

GLD

SPDR Gold Shares

$22,656

GSC

Goldman Sachs Small Cap Equity

[…]

MeasureGLDGSC

Fee0.40%0.80%

Cost on $10k a year$40$80

Yield0.00%0.22%

5 years, per year+17.8%[…]

3 years, per year+27.3%+17.1%

Worst drop · 1Y−28.3%−12.7%

Volatility · 1Y29.0%20.1%

3–2measures won
GSC first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

GLDM vs GLD

YTD

SPDRGLDM

−4.1%

GLDSPDR

−4.2%

−4.1%Year to date−4.2%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.8BAssets$136B

2–0GLDM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: GLD, GSC, IAU

Today

[…]holdings […]

GLDGSCIAU

GLD—[…][…]

GSC[…]—[…]

IAU[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$25most kept, IAU

IAU$0 − $25 = −$25

GLD$0 − $40 = −$40

GSC$22 − $80 = −$58

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee