GTPE vs SCHD

AGTPE

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,353GLD · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common5.2%GTPE and SCHD

GTPE

SCHD

Goldman Sachs MSCI World Private Equity Return Tracker ETF · $28MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $300 on $10k3.00%

−10.8%Worst dropSmaller wins−6.9%

17.8%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGTPE · SCHD

1.7%ADP2.9%

1.7%LMT2.8%

0.4%HSY0.6%

0.4%UNH3.9%

Held in common5.2%

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

All Three

5Y3 funds

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AGTPE	Goldman Sachs MSCI World Private Equity Return Tracker ETFRead Desk	0.50%	0.00%	+0.2%	+9.0%	+12.5%	new	new	−10.8%	$28M

End-of-day Nov 6, 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%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AGTPE	Goldman Sachs MSCI World Private Equity Return Tracker ETFRead Desk	0.50%	0.00%	+0.2%	+9.0%	+12.5%	new	new	−10.8%	$28M

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

GTPE vs SCHD

GTPE

Goldman Sachs MSCI World Private Equity Return Tracker

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureGTPESCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield0.00%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−10.8%−6.9%

Volatility · 1Y17.8%11.7%

4–0measures won
SCHD first

5.2%

holdings shared

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

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

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

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: GTPE, SCHD, GLD

Today

5.2%most shared, GTPE and SCHD

GTPESCHDGLD

GTPE—5.2%[…]

SCHD5.2%—[…]

GLD[…][…]—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

GLD$0 − $40 = −$40

GTPE$0 − $50 = −$50

KeptFee

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