GLD vs SMH

AGLD

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · IAUM $23,043

Lowest cost0.09%IAUM · $9 on $10k

Most income0.23%SMH · $23 on $10k

Smallest drop−28.1%IAUM · worst fall in 1Y

Held in common[…]GLD and SMH

GLD

SMH

SPDR Gold Shares · $136BVanEck Semiconductor ETF · $60.7B

+27.3%3 years · per year$20,613 · $33,815+50.1%

+17.8%5 years · per year$22,656 · $36,298+29.4%

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $23 on $10k0.23%

−28.3%Worst dropSmaller wins−33.1%

29.0%VolatilityLower wins43.1%

2–4SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLD · SMH

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	IAUM	iShares Gold Trust MicroRead Desk	0.09%	0.00%	+1.9%	−4.0%	+4.0%	+27.7%	+18.2%	−28.1%	$8.1B
3	AGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+1.9%	−4.2%	+3.7%	+27.3%	+17.8%	−28.3%	$135.5B

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	IAUM	iShares Gold Trust MicroRead Desk	0.09%	0.00%	+1.9%	−4.0%	+4.0%	+27.7%	+18.2%	−28.1%	$8.1B
3	AGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+1.9%	−4.2%	+3.7%	+27.3%	+17.8%	−28.3%	$135.5B

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 SMH

GLD

SPDR Gold Shares

$22,656

SMH

VanEck Semiconductor

$36,298

MeasureGLDSMH

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield0.00%0.23%

5 years, per year+17.8%+29.4%

3 years, per year+27.3%+50.1%

Worst drop · 1Y−28.3%−33.1%

Volatility · 1Y29.0%43.1%

4–2measures won
SMH first

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: GLD, SMH, IAUM

Today

[…]holdings […]

GLDSMHIAUM

GLD—[…][…]

SMH[…]—[…]

IAUM[…][…]—

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

Income After Fees on $10,000

−$9most kept, IAUM

IAUM$0 − $9 = −$9

SMH$23 − $35 = −$12

GLD$0 − $40 = −$40

KeptFee

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