GSUS vs SCHD

AGSUS

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,156GLD · GSUS $17,817

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common8.2%GSUS and SCHD

GSUS

SCHD

Goldman Sachs MarketBeta U.S. Equity ETF · $3.5BSchwab U.S. Dividend Equity ETF · $123B

+24.4%3 years · per year$19,267 · $17,908+21.4%

+12.2%5 years · per year$17,817 · $16,881+11.0%

0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%

0.98%12-mo yield$98 · $291 on $10k2.91%

−9.2%Worst dropSmaller wins−6.9%

13.1%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGSUS · SCHD

0.7%CVX4.2%

0.6%PG4.3%

0.6%KO4.2%

0.6%UNH4.0%

Held in common8.2%

End-of-day Nov 4, 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%	+3.7%	−6.0%	+1.0%	+26.3%	+17.2%	−28.3%	$131.3B
2	AGSUS	Goldman Sachs MarketBeta U.S. Equity ETFRead Desk	0.09%	0.98%	+1.6%	+13.0%	+12.8%	+24.4%	+12.2%	−9.2%	$3.5B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 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%	+3.7%	−6.0%	+1.0%	+26.3%	+17.2%	−28.3%	$131.3B
2	AGSUS	Goldman Sachs MarketBeta U.S. Equity ETFRead Desk	0.09%	0.98%	+1.6%	+13.0%	+12.8%	+24.4%	+12.2%	−9.2%	$3.5B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GSUS vs SCHD

GSUS

Goldman Sachs MarketBeta U.S. Equity

$17,817

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureGSUSSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield0.98%2.91%

5 years, per year+12.2%+11.0%

3 years, per year+24.4%+21.4%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y13.1%11.5%

4–2measures won
SCHD first

8.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

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

$29.7BAssets$131B

2–0GLDM wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: GSUS, SCHD, GLD

Today

8.2%most shared, GSUS and SCHD

GSUSSCHDGLD

GSUS—8.2%[…]

SCHD8.2%—[…]

GLD[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

GSUS$98 − $9 = $89

GLD$0 − $40 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee