GOLY vs SGOL

AGOLY

BSGOL

Measures won1–5SGOL wins · of 6 · 5Y

$10,000 · 5Y$21,673SGOL · GOLY $12,027

Lowest cost0.17%SGOL · $17 on $10k

Most income9.24%GOLY · $924 on $10k

Smallest drop−28.1%SGOL · worst fall in 1Y

Held in common[…]GOLY and SGOL

GOLY

SGOL

Strategy Shares Gold Enhanced Yield ETF · $66Mabrdn Physical Gold Shares ETF · $6.7B

+13.1%3 years · per year$14,460 · $19,427+24.8%

+3.8%5 years · per year$12,027 · $21,673+16.7%

0.79%Expense ratio$79 · $17 on $10k · lower wins0.17%

9.24%12-mo yield$924 · $0 on $10k0.00%

−41.1%Worst dropSmaller wins−28.1%

34.4%VolatilityLower wins28.6%

1–5SGOL wins

$10,000 · 5 yearsOne scale

Shared top holdingsGOLY · SGOL

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

Both

5Y2 funds

#			Trend
1	BSGOL	abrdn Physical Gold Shares ETFRead Desk		0.17%	0.00%	−0.6%	−9.2%	−2.2%	+24.8%	+16.7%	−28.1%	$6.7B
2	AGOLY	Strategy Shares Gold Enhanced Yield ETFRead Desk		0.79%	9.24%	−0.8%	−31.3%	−26.3%	+13.1%	+3.8%	−41.1%	$66M

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

Both

5Y2 funds

#			Trend
1	BSGOL	abrdn Physical Gold Shares ETFRead Desk		0.17%	0.00%	−0.6%	−9.2%	−2.2%	+24.8%	+16.7%	−28.1%	$6.7B
2	AGOLY	Strategy Shares Gold Enhanced Yield ETFRead Desk		0.79%	9.24%	−0.8%	−31.3%	−26.3%	+13.1%	+3.8%	−41.1%	$66M

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

GOLY vs SGOL

GOLY

Strategy Shares Gold Enhanced Yield

$12,027

SGOL

abrdn Physical Gold Shares

$21,673

MeasureGOLYSGOL

Fee0.79%0.17%

Cost on $10k a year$79$17

Yield9.24%0.00%

5 years, per year+3.8%+16.7%

3 years, per year+13.1%+24.8%

Worst drop · 1Y−41.1%−28.1%

Volatility · 1Y34.4%28.6%

5–1measures won
SGOL first

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: GOLY, SGOL

Today

[…]holdings […]

GOLYSGOL

GOLY—[…]

SGOL[…]—

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

Income After Fees on $10,000

$845most kept, GOLY

GOLY$924 − $79 = $845

SGOL$0 − $17 = −$17

KeptFee

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