GSUS vs SPY

AGSUS

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$30,774GDX · SPY $17,493

Lowest cost0.09%GSUS · $9 on $10k

Most income1.01%SPY · $101 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common93.3%GSUS and SPY

GSUS

SPY

Goldman Sachs MarketBeta U.S. Equity ETF · $3.4BState Street SPDR S&P 500 ETF · $778B

+22.2%3 years · per year$18,245 · $18,118+21.9%

+11.6%5 years · per year$17,277 · $17,493+11.8%

0.09%Expense ratio$9 · $9 on $10k · lower wins0.09%

1.00%12-mo yield$100 · $101 on $10k1.01%

−9.2%Worst dropSmaller wins−8.9%

14.0%VolatilityLower wins13.7%

1–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGSUS · SPY

8.0%AAPL7.9%

7.0%NVDA7.1%

6.3%MSFT6.2%

4.0%AMZN4.0%

Held in common93.3%

End-of-day Nov 9, 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	GDX	VanEck Gold Miners ETFRead Desk	0.51%	0.69%	+4.4%	+6.6%	+30.2%	+49.7%	+25.2%	−38.9%	$26.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AGSUS	Goldman Sachs MarketBeta U.S. Equity ETFRead Desk	0.09%	1.00%	+2.4%	+11.0%	+13.1%	+22.2%	+11.6%	−9.2%	$3.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	GDX	VanEck Gold Miners ETFRead Desk	0.51%	0.69%	+4.4%	+6.6%	+30.2%	+49.7%	+25.2%	−38.9%	$26.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AGSUS	Goldman Sachs MarketBeta U.S. Equity ETFRead Desk	0.09%	1.00%	+2.4%	+11.0%	+13.1%	+22.2%	+11.6%	−9.2%	$3.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GSUS vs SPY

GSUS

Goldman Sachs MarketBeta U.S. Equity

$17,277

SPY

SPDR S&P 500

$17,493

MeasureGSUSSPY

Fee0.09%0.09%

Cost on $10k a year$9$9

Yield1.00%1.01%

5 years, per year+11.6%+11.8%

3 years, per year+22.2%+21.9%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y14.0%13.7%

3–1measures won
SPY first

93.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: GSUS, SPY, GDX

Today

93.3%most shared, GSUS and SPY

GSUSSPYGDX

GSUS—93.3%0.2%

SPY93.3%—0.2%

GDX0.2%0.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

GSUS$100 − $9 = $91

GDX$69 − $51 = $18

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee