GLDM vs GSC

AGLDM

BGSC

Measures won2–3GSC wins · of 6 · 5Y

$10,000 · 5Y$22,478GLDM · IAU $22,317

Lowest cost0.10%GLDM · $10 on $10k

Most income0.22%GSC · $22 on $10k

Smallest drop−12.7%GSC · worst fall in 1Y

Held in common[…]GLDM and GSC

GLDM

GSC

SPDR Gold MiniShares Trust · $29.7BGoldman Sachs Small Cap Equity ETF · $303M

+26.6%3 years · per year$20,308 · $16,905+19.1%

+17.6%5 years · per year$22,478 · […][…]

0.10%Expense ratio$10 · $80 on $10k · lower wins0.80%

0.00%12-mo yield$0 · $22 on $10k0.22%

−28.0%Worst dropSmaller wins−12.7%

28.9%VolatilityLower wins19.1%

2–3GSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLDM · GSC

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	AGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+3.7%	−5.8%	+1.3%	+26.6%	+17.6%	−28.0%	$29.7B
2	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	+3.7%	−5.9%	+1.1%	+26.4%	+17.4%	−28.2%	$59.9B
3	BGSC	Goldman Sachs Small Cap Equity ETFRead Desk	0.80%	0.22%	+1.4%	+17.8%	+20.9%	+19.1%	new	−12.7%	$303M

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	AGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+3.7%	−5.8%	+1.3%	+26.6%	+17.6%	−28.0%	$29.7B
2	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	+3.7%	−5.9%	+1.1%	+26.4%	+17.4%	−28.2%	$59.9B
3	BGSC	Goldman Sachs Small Cap Equity ETFRead Desk	0.80%	0.22%	+1.4%	+17.8%	+20.9%	+19.1%	new	−12.7%	$303M

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

GLDM vs GSC

GLDM

SPDR Gold MiniShares Trust

$22,478

GSC

Goldman Sachs Small Cap Equity

[…]

MeasureGLDMGSC

Fee0.10%0.80%

Cost on $10k a year$10$80

Yield0.00%0.22%

5 years, per year+17.6%[…]

3 years, per year+26.6%+19.1%

Worst drop · 1Y−28.0%−12.7%

Volatility · 1Y28.9%19.1%

3–2measures won
GSC first

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

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

0.10% · $10Fee · on $10k a year0.40% · $40

$29.7BAssets$131B

2–0GLDM wins

End-of-day Nov 4, 2026

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

Overlap: GLDM, GSC, IAU

Today

[…]holdings […]

GLDMGSCIAU

GLDM—[…][…]

GSC[…]—[…]

IAU[…][…]—

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

Income After Fees on $10,000

−$10most kept, GLDM

GLDM$0 − $10 = −$10

IAU$0 − $25 = −$25

GSC$22 − $80 = −$58

KeptFee

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