GSC vs GLD

AGSC

BGLD

Measures won3–2GSC wins · of 6 · 5Y

$10,000 · 5Y$21,425GLD

Lowest cost0.40%GLD · $40 on $10k

Most income0.22%GSC · $22 on $10k

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

Held in common[…]GSC and GLD

GSC

GLD

Goldman Sachs Small Cap Equity ETF · $306MSPDR Gold Shares · $132B

+18.8%3 years · per year$16,766 · $19,299+24.5%

[…]5 years · per year[…] · $21,425+16.5%

0.80%Expense ratio$80 · $40 on $10k · lower wins0.40%

0.22%12-mo yield$22 · $0 on $10k0.00%

−12.7%Worst dropSmaller wins−28.3%

19.1%VolatilityLower wins28.8%

3–2GSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsGSC · GLD

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	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	−0.7%	−9.3%	−2.4%	+24.5%	+16.5%	−28.3%	$132.3B
2	AGSC	Goldman Sachs Small Cap Equity ETFRead Desk		0.80%	0.22%	+0.2%	+16.1%	+18.6%	+18.8%	new	−12.7%	$306M

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	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	−0.7%	−9.3%	−2.4%	+24.5%	+16.5%	−28.3%	$132.3B
2	AGSC	Goldman Sachs Small Cap Equity ETFRead Desk		0.80%	0.22%	+0.2%	+16.1%	+18.6%	+18.8%	new	−12.7%	$306M

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

GSC vs GLD

GSC

Goldman Sachs Small Cap Equity

[…]

GLD

SPDR Gold Shares

$21,425

MeasureGSCGLD

Fee0.80%0.40%

Cost on $10k a year$80$40

Yield0.22%0.00%

5 years, per year[…]+16.5%

3 years, per year+18.8%+24.5%

Worst drop · 1Y−12.7%−28.3%

Volatility · 1Y19.1%28.8%

3–2measures won
GSC 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

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

Overlap: GSC, GLD

Today

[…]holdings […]

GSCGLD

GSC—[…]

GLD[…]—

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

Income After Fees on $10,000

−$40most kept, GLD

GLD$0 − $40 = −$40

GSC$22 − $80 = −$58

KeptFee

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