GVIP vs SCHD

AGVIP

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,511IAU · 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 common0.0%GVIP and SCHD

GVIP

SCHD

Goldman Sachs Hedge Industry VIP ETF · $511MSchwab U.S. Dividend Equity ETF · $120B

+23.1%3 years · per year$18,639 · $17,266+20.0%

+9.0%5 years · per year$15,409 · $16,267+10.2%

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

0.33%12-mo yield$33 · $300 on $10k3.00%

−20.9%Worst dropSmaller wins−6.9%

24.9%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 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	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	−0.8%	−5.9%	+1.8%	+26.8%	+17.6%	−28.2%	$60.0B
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	AGVIP	Goldman Sachs Hedge Industry VIP ETFRead Desk	0.45%	0.33%	+2.4%	+0.3%	+1.2%	+23.1%	+9.0%	−20.9%	$511M

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	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	−0.8%	−5.9%	+1.8%	+26.8%	+17.6%	−28.2%	$60.0B
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	AGVIP	Goldman Sachs Hedge Industry VIP ETFRead Desk	0.45%	0.33%	+2.4%	+0.3%	+1.2%	+23.1%	+9.0%	−20.9%	$511M

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

GVIP vs SCHD

GVIP

Goldman Sachs Hedge Industry VIP

$15,409

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureGVIPSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield0.33%3.00%

5 years, per year+9.0%+10.2%

3 years, per year+23.1%+20.0%

Worst drop · 1Y−20.9%−6.9%

Volatility · 1Y24.9%11.7%

5–1measures won
SCHD first

0.0%

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: GVIP, SCHD, IAU

Today

0.0%most shared, GVIP and SCHD

GVIPSCHDIAU

GVIP—0.0%[…]

SCHD0.0%—[…]

IAU[…][…]—

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

GVIP$33 − $45 = −$12

IAU$0 − $25 = −$25

KeptFee

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