GVLE vs IAU

AGVLE

BIAU

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$22,676GLDM · IAU $22,511

Lowest cost0.10%GLDM · $10 on $10k

Most income0.98%GVLE · $98 on $10k

Smallest drop−28.0%GLDM · worst fall in 1Y

Held in common[…]GVLE and IAU

GVLE

IAU

Goldman Sachs Value Opportunities ETF · $42MiShares Gold Trust · $61.0B

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

[…]5 years · per year[…] · $22,511+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 yearsAll three, one scale

Shared top holdingsGVLE · 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

All Three

5Y3 funds

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
2	BIAU	iShares Gold TrustRead Desk	0.25%	0.00%	−0.8%	−5.9%	+1.8%	+26.8%	+17.6%	−28.2%	$61.0B
3	AGVLE	Goldman Sachs Value Opportunities ETFRead Desk	0.45%	0.98%	+0.2%	+18.5%	new	new	new	[…]	$42M

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	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
2	BIAU	iShares Gold TrustRead Desk	0.25%	0.00%	−0.8%	−5.9%	+1.8%	+26.8%	+17.6%	−28.2%	$61.0B
3	AGVLE	Goldman Sachs Value Opportunities ETFRead Desk	0.45%	0.98%	+0.2%	+18.5%	new	new	new	[…]	$42M

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

GVLE vs IAU

GVLE

Goldman Sachs Value Opportunities

[…]

IAU

iShares Gold Trust

$22,511

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[…]+26.8%

Worst drop · 1Y[…]−28.2%

Volatility · 1Y[…]28.8%

1–1measures won
level

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

$30.5BAssets$135B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: GVLE, IAU, GLDM

Today

[…]holdings […]

GVLEIAUGLDM

GVLE—[…][…]

IAU[…]—[…]

GLDM[…][…]—

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

Income After Fees on $10,000

$53most kept, GVLE

GVLE$98 − $45 = $53

GLDM$0 − $10 = −$10

IAU$0 − $25 = −$25

KeptFee

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