GSWO vs IAU

AGSWO

BIAU

Measures won2–0GSWO wins · of 6 · 5Y

$10,000 · 5Y$22,511IAU

Lowest cost0.15%GSWO · $15 on $10k

Most income1.50%GSWO · $150 on $10k

Smallest drop−28.2%IAU · worst fall in 1Y

Held in common[…]GSWO and IAU

GSWO

IAU

Goldman Sachs ActiveBeta World Equity ETF · $1.7BiShares Gold Trust · $60.0B

[…]3 years · per year[…] · $20,390+26.8%

[…]5 years · per year[…] · $22,511+17.6%

0.15%Expense ratio$15 · $25 on $10k · lower wins0.25%

1.50%12-mo yield$150 · $0 on $10k0.00%

[…]Worst dropSmaller wins−28.2%

[…]VolatilityLower wins28.8%

2–0GSWO wins

$10,000 · 5 yearsOne scale

Shared top holdingsGSWO · IAU

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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	BIAU	iShares Gold TrustRead Desk		0.25%	0.00%	−0.8%	−5.9%	+1.8%	+26.8%	+17.6%	−28.2%	$60.0B
2	AGSWO	Goldman Sachs ActiveBeta World Equity ETFRead Desk		0.15%	1.50%	−0.1%	new	new	new	new	[…]	$1.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIAU	iShares Gold TrustRead Desk		0.25%	0.00%	−0.8%	−5.9%	+1.8%	+26.8%	+17.6%	−28.2%	$60.0B
2	AGSWO	Goldman Sachs ActiveBeta World Equity ETFRead Desk		0.15%	1.50%	−0.1%	new	new	new	new	[…]	$1.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GSWO vs IAU

GSWO

Goldman Sachs ActiveBeta World Equity

[…]

IAU

iShares Gold Trust

$22,511

MeasureGSWOIAU

Fee0.15%0.25%

Cost on $10k a year$15$25

Yield1.50%0.00%

5 years, per year[…]+17.6%

3 years, per year[…]+26.8%

Worst drop · 1Y[…]−28.2%

Volatility · 1Y[…]28.8%

2–0measures won
GSWO first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

$30.8BAssets$136B

2–0GLDM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: GSWO, IAU

Today

[…]holdings […]

GSWOIAU

GSWO—[…]

IAU[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$135most kept, GSWO

GSWO$150 − $15 = $135

IAU$0 − $25 = −$25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee