GLTR vs SCHD

AGLTR

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,340GLD · GLTR $19,308

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common[…]GLTR and SCHD

GLTR

SCHD

abrdn Physical Precious Metals Basket Shares ETF · $2.4BSchwab U.S. Dividend Equity ETF · $120B

+25.1%3 years · per year$19,589 · $17,414+20.3%

+14.1%5 years · per year$19,308 · $16,375+10.4%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $298 on $10k2.98%

−41.9%Worst dropSmaller wins−6.9%

41.4%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLTR · SCHD

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	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+0.8%	−5.3%	+3.6%	+26.8%	+17.4%	−28.3%	$135.0B
2	AGLTR	abrdn Physical Precious Metals Basket Shares ETFRead Desk	0.60%	0.00%	+4.2%	−15.5%	+1.0%	+25.1%	+14.1%	−41.9%	$2.4B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

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	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+0.8%	−5.3%	+3.6%	+26.8%	+17.4%	−28.3%	$135.0B
2	AGLTR	abrdn Physical Precious Metals Basket Shares ETFRead Desk	0.60%	0.00%	+4.2%	−15.5%	+1.0%	+25.1%	+14.1%	−41.9%	$2.4B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

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

GLTR vs SCHD

GLTR

abrdn Physical Precious Metals Basket Shares

$19,308

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureGLTRSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield0.00%2.98%

5 years, per year+14.1%+10.4%

3 years, per year+25.1%+20.3%

Worst drop · 1Y−41.9%−6.9%

Volatility · 1Y41.4%11.7%

4–2measures won
SCHD first

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

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

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−5.3%

−5.8%Year to date−5.3%

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

$30.5BAssets$135B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GLTR, SCHD, GLD

Today

[…]holdings […]

GLTRSCHDGLD

GLTR—[…][…]

SCHD[…]—[…]

GLD[…][…]—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

GLD$0 − $40 = −$40

GLTR$0 − $60 = −$60

KeptFee

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