GLDM vs CGBL5YGLDMGLDMAvsBCGBLCGBLSPDR Gold MiniShares Trust · $31.0BCapital Group Core Balanced ETF · $8.1BReturns · dividends in+26.2%3 years · per year$20,094 · $15,691+16.2%+17.5%5 years · per year$22,364 · […][…]Cost and income0.10%Expense ratio$10 · $33 on $10k · lower wins0.33%0.00%12-mo yield$0 · $194 on $10k1.94%Risk · 1 year−28.0%End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AGLDMSPDR Gold MiniShares TrustReadDesk0.10%0.00%−1.2%−7.7%−3.2%+26.2%+17.5%−28.0%$31.0B2BCGBLCapital Group Core Balanced ETFReadDesk0.33%1.94%+0.4%+6.8%+9.0%+16.2%new−7.9%$8.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AGLDMSPDR Gold MiniShares TrustReadDesk0.10%0.00%−1.2%−7.7%−3.2%+26.2%+17.5%−28.0%$31.0B2BCGBLCapital Group Core Balanced ETFReadDesk0.33%1.94%+0.4%+6.8%+9.0%+16.2%new−7.9%$8.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in GLDM, CGBL5Y$10k startGLDM $22.4kNov 2021Nov 2026End-of-day Nov 11, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: GLDM, CGBLToday[…]holdings […]GLDMCGBLGLDM—[…]CGBL[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
GLDM vs CGBL5YAGLDMSPDR Gold MiniShares Trust$22,364vsCGBLBCapital Group Core Balanced[…]MeasureGLDMCGBLFee0.10%0.33%Cost on $10k a year$10$33Yield0.00%1.94%5 years, per year+17.5%[…]3 years, per year+26.2%+16.2%Worst drop · 1Y−28.0%−7.9%Volatility · 1Y28.9%
GLDM vs GLDYTDSPDRGLDMSA−7.7%vsBSGLDSPDR−7.9%Jan 1Nov 11−7.7%−7.9%−7.7%Year to date−7.9%0.10% · $10Fee · on $10k a year0.40% · $40$31.0BAssets$136B2–0GLDM winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: GLDM, CGBLToday[…]holdings […]GLDMCGBLGLDM—[…]CGBL[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$161most kept, CGBLCGBL$194 − $33 = $161GLDM$0 − $10 = −$10KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee