GVLE vs IAU

AGVLE

BIAU

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$22,501IAU

Lowest cost0.25%IAU · $25 on $10k

Most income0.98%GVLE · $98 on $10k

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

Held in common[…]GVLE and IAU

GVLE

IAU

Goldman Sachs Value Opportunities ETF · $41MiShares Gold Trust · $59.9B

[…]3 years · per year[…] · $20,484+27.0%

[…]5 years · per year[…] · $22,501+17.6%

0.45%Expense ratio$45 · $25 on $10k · lower wins0.25%

0.98%12-mo yield$98 · $0 on $10k0.00%

[…]Worst dropSmaller wins−28.2%

[…]VolatilityLower wins28.8%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsGVLE · IAU

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BIAU	iShares Gold TrustRead Desk		0.25%	0.00%	+0.8%	−5.1%	+3.8%	+27.0%	+17.6%	−28.2%	$59.9B
2	AGVLE	Goldman Sachs Value Opportunities ETFRead Desk		0.45%	0.98%	−3.2%	+18.3%	new	new	new	[…]	$41M

End-of-day Nov 5, 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%	−5.1%	+3.8%	+27.0%	+17.6%	−28.2%	$59.9B
2	AGVLE	Goldman Sachs Value Opportunities ETFRead Desk		0.45%	0.98%	−3.2%	+18.3%	new	new	new	[…]	$41M

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

GVLE vs IAU

GVLE

Goldman Sachs Value Opportunities

[…]

IAU

iShares Gold Trust

$22,501

MeasureGVLEIAU

Fee0.45%0.25%

Cost on $10k a year$45$25

Yield0.98%0.00%

5 years, per year[…]+17.6%

3 years, per year[…]+27.0%

Worst drop · 1Y[…]−28.2%

Volatility · 1Y[…]28.8%

1–1measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

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: GVLE, IAU

Today

[…]holdings […]

GVLEIAU

GVLE—[…]

IAU[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$53most kept, GVLE

GVLE$98 − $45 = $53

IAU$0 − $25 = −$25

KeptFee

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