GSSC vs SCHD

AGSSC

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,340GLD · SCHD $16,375

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 common1.2%GSSC and SCHD

GSSC

SCHD

Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF · $1.1BSchwab U.S. Dividend Equity ETF · $120B

+18.8%3 years · per year$16,770 · $17,414+20.3%

+6.5%5 years · per year$13,701 · $16,375+10.4%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

1.02%12-mo yield$102 · $298 on $10k2.98%

−10.6%Worst dropSmaller wins−6.9%

17.7%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGSSC · SCHD

0.2%MC0.1%

0.1%MUR0.1%

0.1%KFY0.1%

0.1%CVBF0.1%

Held in common1.2%

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	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
3	AGSSC	Goldman Sachs ActiveBeta U.S. Small Cap Equity ETFRead Desk	0.20%	1.02%	−4.5%	+12.8%	+16.8%	+18.8%	+6.5%	−10.6%	$1.1B

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	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
3	AGSSC	Goldman Sachs ActiveBeta U.S. Small Cap Equity ETFRead Desk	0.20%	1.02%	−4.5%	+12.8%	+16.8%	+18.8%	+6.5%	−10.6%	$1.1B

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

GSSC vs SCHD

GSSC

Goldman Sachs ActiveBeta U.S. Small Cap Equity

$13,701

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureGSSCSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield1.02%2.98%

5 years, per year+6.5%+10.4%

3 years, per year+18.8%+20.3%

Worst drop · 1Y−10.6%−6.9%

Volatility · 1Y17.7%11.7%

6–0measures won
SCHD first

1.2%

holdings shared

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: GSSC, SCHD, GLD

Today

1.2%most shared, GSSC and SCHD

GSSCSCHDGLD

GSSC—1.2%[…]

SCHD1.2%—[…]

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

GSSC$102 − $20 = $82

GLD$0 − $40 = −$40

KeptFee

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