GVUS vs GDOC

AGVUS

BGDOC

Measures won4–0GVUS wins · of 6 · 5Y

$10,000 · 5Y$22,676GLDM · IAU $22,511

Lowest cost0.10%GLDM · $10 on $10k

Most income1.46%GVUS · $146 on $10k

Smallest drop−6.7%GVUS · worst fall in 1Y

Held in common7.3%GVUS and GDOC

GVUS

GDOC

Goldman Sachs MarketBeta Russell 1000 Value Equity ETF · $451MGoldman Sachs Future Health Care Equity ETF · $20M

[…]3 years · per year[…] · $13,784+11.3%

[…]5 years · per year[…]

0.12%Expense ratio$12 · $75 on $10k · lower wins0.75%

1.46%12-mo yield$146 · $29 on $10k0.29%

−6.7%Worst dropSmaller wins−15.7%

11.5%VolatilityLower wins17.0%

4–0GVUS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGVUS · GDOC

1.7%JNJ6.1%

1.2%ABBV3.0%

1.0%MRK5.0%

0.9%UNH5.7%

Held in common7.3%

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 Four

5Y4 funds

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.8B
2	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	−0.8%	−5.9%	+1.8%	+26.8%	+17.6%	−28.2%	$60.0B
3	AGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk	0.12%	1.46%	−0.4%	+23.7%	+28.1%	new	new	−6.7%	$451M
4	BGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	0.0%	+8.4%	+11.3%	+11.3%	new	−15.7%	$20M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.8B
2	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	−0.8%	−5.9%	+1.8%	+26.8%	+17.6%	−28.2%	$60.0B
3	AGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk	0.12%	1.46%	−0.4%	+23.7%	+28.1%	new	new	−6.7%	$451M
4	BGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	0.0%	+8.4%	+11.3%	+11.3%	new	−15.7%	$20M

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

GVUS vs GDOC

GVUS

Goldman Sachs MarketBeta Russell 1000 Value Equity

[…]

GDOC

Goldman Sachs Future Health Care Equity

[…]

MeasureGVUSGDOC

Fee0.12%0.75%

Cost on $10k a year$12$75

Yield1.46%0.29%

5 years, per year[…][…]

3 years, per year[…]+11.3%

Worst drop · 1Y−6.7%−15.7%

Volatility · 1Y11.5%17.0%

4–0measures won
GVUS first

7.3%

holdings shared

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

$30.8BAssets$136B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: GVUS, GDOC, GLDM, IAU

Today

7.3%most shared, GVUS and GDOC

GVUSGDOCGLDMIAU

GVUS—7.3%[…][…]

GDOC7.3%—[…][…]

GLDM[…][…]—[…]

IAU[…][…][…]—

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

Income After Fees on $10,000

$134most kept, GVUS

GVUS$146 − $12 = $134

GLDM$0 − $10 = −$10

IAU$0 − $25 = −$25

GDOC$29 − $75 = −$46

KeptFee

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