GLD vs GVUS

AGLD

BGVUS

Measures won0–4GVUS wins · of 6 · 5Y

$10,000 · 5Y$22,478GLDM · GLD $22,156

Lowest cost0.10%GLDM · $10 on $10k

Most income1.42%GVUS · $142 on $10k

Smallest drop−6.7%GVUS · worst fall in 1Y

Held in common[…]GLD and GVUS

GLD

GVUS

SPDR Gold Shares · $131BGoldman Sachs MarketBeta Russell 1000 Value Equity ETF · $451M

+26.3%3 years · per year$20,124 · […][…]

+17.2%5 years · per year$22,156 · […][…]

0.40%Expense ratio$40 · $12 on $10k · lower wins0.12%

0.00%12-mo yield$0 · $142 on $10k1.42%

−28.3%Worst dropSmaller wins−6.7%

29.0%VolatilityLower wins11.2%

0–4GVUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLD · GVUS

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

Held in common[…]

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

All Three

5Y3 funds

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+3.7%	−5.8%	+1.3%	+26.6%	+17.6%	−28.0%	$29.7B
2	AGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+3.7%	−6.0%	+1.0%	+26.3%	+17.2%	−28.3%	$131.3B
3	BGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk	0.12%	1.42%	+2.6%	+27.4%	+32.1%	new	new	−6.7%	$451M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+3.7%	−5.8%	+1.3%	+26.6%	+17.6%	−28.0%	$29.7B
2	AGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+3.7%	−6.0%	+1.0%	+26.3%	+17.2%	−28.3%	$131.3B
3	BGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk	0.12%	1.42%	+2.6%	+27.4%	+32.1%	new	new	−6.7%	$451M

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

GLD vs GVUS

GLD

SPDR Gold Shares

$22,156

GVUS

Goldman Sachs MarketBeta Russell 1000 Value Equity

[…]

MeasureGLDGVUS

Fee0.40%0.12%

Cost on $10k a year$40$12

Yield0.00%1.42%

5 years, per year+17.2%[…]

3 years, per year+26.3%[…]

Worst drop · 1Y−28.3%−6.7%

Volatility · 1Y29.0%11.2%

4–0measures won
GVUS first

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: GLD, GVUS, GLDM

Today

[…]holdings […]

GLDGVUSGLDM

GLD—[…][…]

GVUS[…]—[…]

GLDM[…][…]—

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

Income After Fees on $10,000

$130most kept, GVUS

GVUS$142 − $12 = $130

GLDM$0 − $10 = −$10

GLD$0 − $40 = −$40

KeptFee

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