GLD vs SOXX

AGLD

BSOXX

Measures won2–4SOXX wins · of 6 · 5Y

$10,000 · 5Y$26,892SOXX · GLDM $22,676

Lowest cost0.10%GLDM · $10 on $10k

Most income0.76%SOXX · $76 on $10k

Smallest drop−28.0%GLDM · worst fall in 1Y

Held in common[…]GLD and SOXX

GLD

SOXX

SPDR Gold Shares · $135BiShares Semiconductor ETF · $37.6B

+26.6%3 years · per year$20,300 · $27,604+40.3%

+17.5%5 years · per year$22,353 · $26,892+21.9%

0.40%Expense ratio$40 · $33 on $10k · lower wins0.33%

0.00%12-mo yield$0 · $76 on $10k0.76%

−28.3%Worst dropSmaller wins−39.5%

29.0%VolatilityLower wins49.4%

2–4SOXX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLD · SOXX

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	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
2	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
3	AGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B

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	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
2	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
3	AGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B

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

GLD vs SOXX

GLD

SPDR Gold Shares

$22,353

SOXX

iShares Semiconductor

$26,892

MeasureGLDSOXX

Fee0.40%0.33%

Cost on $10k a year$40$33

Yield0.00%0.76%

5 years, per year+17.5%+21.9%

3 years, per year+26.6%+40.3%

Worst drop · 1Y−28.3%−39.5%

Volatility · 1Y29.0%49.4%

4–2measures won
SOXX first

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX 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: GLD, SOXX, GLDM

Today

[…]holdings […]

GLDSOXXGLDM

GLD—[…][…]

SOXX[…]—[…]

GLDM[…][…]—

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

GLDM$0 − $10 = −$10

GLD$0 − $40 = −$40

KeptFee

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