GVIP vs SCHD

AGVIP

BSCHD

Measures won1–5SCHD 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 common0.0%GVIP and SCHD

GVIP

SCHD

Goldman Sachs Hedge Industry VIP ETF · $542MSchwab U.S. Dividend Equity ETF · $123B

+22.7%3 years · per year$18,452 · $17,414+20.3%

+8.4%5 years · per year$15,002 · $16,375+10.4%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

0.34%12-mo yield$34 · $298 on $10k2.98%

−20.9%Worst dropSmaller wins−6.9%

24.8%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGVIP · SCHD

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

Held in common0.0%

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%	$131.3B
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%	$122.9B
3	AGVIP	Goldman Sachs Hedge Industry VIP ETFRead Desk	0.45%	0.34%	−5.5%	−2.0%	−0.4%	+22.7%	+8.4%	−20.9%	$542M

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%	$131.3B
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%	$122.9B
3	AGVIP	Goldman Sachs Hedge Industry VIP ETFRead Desk	0.45%	0.34%	−5.5%	−2.0%	−0.4%	+22.7%	+8.4%	−20.9%	$542M

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

GVIP vs SCHD

GVIP

Goldman Sachs Hedge Industry VIP

$15,002

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureGVIPSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield0.34%2.98%

5 years, per year+8.4%+10.4%

3 years, per year+22.7%+20.3%

Worst drop · 1Y−20.9%−6.9%

Volatility · 1Y24.8%11.7%

5–1measures won
SCHD first

0.0%

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%

$123BAssets$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

$29.7BAssets$131B

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GVIP, SCHD, GLD

Today

0.0%most shared, GVIP and SCHD

GVIPSCHDGLD

GVIP—0.0%[…]

SCHD0.0%—[…]

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

GVIP$34 − $45 = −$11

GLD$0 − $40 = −$40

KeptFee

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