GLDI vs SPYM

AGLDI

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · VOO $17,156

Lowest cost0.02%SPYM · $2 on $10k

Most income27.76%GLDI · $2,776 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common[…]GLDI and SPYM

GLDI

SPYM

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $177MState Street SPDR Portfolio S&P 500 ETF · $182B

+17.8%3 years · per year$16,336 · $18,222+22.1%

+11.2%5 years · per year$16,985 · $17,164+11.4%

0.65%Expense ratio$65 · $2 on $10k · lower wins0.02%

27.76%12-mo yield$2,776 · $106 on $10k1.06%

−16.0%Worst dropSmaller wins−8.9%

18.6%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLDI · SPYM

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

Held in common[…]

End-of-day Nov 5, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	27.76%	+0.9%	−2.5%	+5.5%	+17.8%	+11.2%	−16.0%	$177M

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	27.76%	+0.9%	−2.5%	+5.5%	+17.8%	+11.2%	−16.0%	$177M

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

Cards for this view

GLDI vs SPYM

GLDI

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033

$16,985

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureGLDISPYM

Fee0.65%0.02%

Cost on $10k a year$65$2

Yield27.76%1.06%

5 years, per year+11.2%+11.4%

3 years, per year+17.8%+22.1%

Worst drop · 1Y−16.0%−8.9%

Volatility · 1Y18.6%13.6%

5–1measures won
SPYM first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: GLDI, SPYM, VOO

Today

93.5%most shared, SPYM and VOO

GLDISPYMVOO

GLDI—[…][…]

SPYM[…]—93.5%

VOO[…]93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,711most kept, GLDI

GLDI$2,776 − $65 = $2,711

VOO$110 − $3 = $107

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee