GVUS vs GLD

AGVUS

BGLD

Measures won4–0GVUS wins · of 6 · 5Y

$10,000 · 5Y$22,478GLDM · GLD $22,340

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 common[…]GVUS and GLD

GVUS

GLD

Goldman Sachs MarketBeta Russell 1000 Value Equity ETF · $451MSPDR Gold Shares · $131B

[…]3 years · per year[…] · $20,397+26.8%

[…]5 years · per year[…] · $22,340+17.4%

0.12%Expense ratio$12 · $40 on $10k · lower wins0.40%

1.46%12-mo yield$146 · $0 on $10k0.00%

−6.7%Worst dropSmaller wins−28.3%

11.5%VolatilityLower wins29.0%

4–0GVUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGVUS · GLD

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

All Three

5Y3 funds

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+3.7%	−5.8%	+1.3%	+26.6%	+17.6%	−28.0%	$29.7B
2	BGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+0.8%	−5.3%	+3.6%	+26.8%	+17.4%	−28.3%	$131.3B
3	AGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk	0.12%	1.46%	−2.5%	+24.2%	+29.5%	new	new	−6.7%	$451M

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	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+3.7%	−5.8%	+1.3%	+26.6%	+17.6%	−28.0%	$29.7B
2	BGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+0.8%	−5.3%	+3.6%	+26.8%	+17.4%	−28.3%	$131.3B
3	AGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk	0.12%	1.46%	−2.5%	+24.2%	+29.5%	new	new	−6.7%	$451M

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

GVUS vs GLD

GVUS

Goldman Sachs MarketBeta Russell 1000 Value Equity

[…]

GLD

SPDR Gold Shares

$22,340

MeasureGVUSGLD

Fee0.12%0.40%

Cost on $10k a year$12$40

Yield1.46%0.00%

5 years, per year[…]+17.4%

3 years, per year[…]+26.8%

Worst drop · 1Y−6.7%−28.3%

Volatility · 1Y11.5%29.0%

4–0measures won
GVUS first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GVUS, GLD, GLDM

Today

[…]holdings […]

GVUSGLDGLDM

GVUS—[…][…]

GLD[…]—[…]

GLDM[…][…]—

End-of-day Nov 5, 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

GLD$0 − $40 = −$40

KeptFee

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