GLDM vs SCHD

AGLDM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$21,741GLDM · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]GLDM and SCHD

GLDM

SCHD

SPDR Gold MiniShares Trust · $30.0BSchwab U.S. Dividend Equity ETF · $121B

+24.9%3 years · per year$19,475 · $17,784+21.2%

+16.8%5 years · per year$21,741 · $16,352+10.3%

0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $297 on $10k2.97%

−28.0%Worst dropSmaller wins−6.9%

28.6%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLDM · SCHD

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

Held in common[…]

End-of-day Nov 3, 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%	−0.6%	−9.2%	−2.1%	+24.9%	+16.8%	−28.0%	$30.0B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

End-of-day Nov 3, 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%	−0.6%	−9.2%	−2.1%	+24.9%	+16.8%	−28.0%	$30.0B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Cards for this view

GLDM vs SCHD

GLDM

SPDR Gold MiniShares Trust

$21,741

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureGLDMSCHD

Fee0.10%0.06%

Cost on $10k a year$10$6

Yield0.00%2.97%

5 years, per year+16.8%+10.3%

3 years, per year+24.9%+21.2%

Worst drop · 1Y−28.0%−6.9%

Volatility · 1Y28.6%11.4%

4–2measures won
SCHD first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

GLDM vs GLD

YTD

SPDRGLDM

−9.2%

GLDSPDR

−9.3%

−9.2%Year to date−9.3%

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

$30.0BAssets$132B

2–0GLDM wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: GLDM, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

GLDMSCHDVIG

GLDM—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

GLDM$0 − $10 = −$10

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee