GVUS vs GLD

AGVUS

BGLD

Measures won4–0GVUS wins · of 6 · 5Y

$10,000 · 5Y$22,983GLDM · GLD $22,656

Lowest cost0.03%VOO · $3 on $10k

Most income1.43%GVUS · $143 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 · $449MSPDR Gold Shares · $136B

[…]3 years · per year[…] · $20,613+27.3%

[…]5 years · per year[…] · $22,656+17.8%

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

1.43%12-mo yield$143 · $0 on $10k0.00%

−6.7%Worst dropSmaller wins−28.3%

11.6%VolatilityLower wins29.0%

4–0GVUS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGVUS · GLD

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

Held in common[…]

End-of-day Nov 9, 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%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
2	BGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+1.9%	−4.2%	+3.7%	+27.3%	+17.8%	−28.3%	$135.5B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	AGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk	0.12%	1.43%	+2.1%	+26.2%	+31.4%	new	new	−6.7%	$449M

End-of-day Nov 9, 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%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
2	BGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+1.9%	−4.2%	+3.7%	+27.3%	+17.8%	−28.3%	$135.5B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	AGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk	0.12%	1.43%	+2.1%	+26.2%	+31.4%	new	new	−6.7%	$449M

End-of-day Nov 9, 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

$22,656

MeasureGVUSGLD

Fee0.12%0.40%

Cost on $10k a year$12$40

Yield1.43%0.00%

5 years, per year[…]+17.8%

3 years, per year[…]+27.3%

Worst drop · 1Y−6.7%−28.3%

Volatility · 1Y11.6%29.0%

4–0measures won
GVUS first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: GVUS, GLD, VOO, GLDM

Today

55.6%most shared, GVUS and VOO

GVUSGLDVOOGLDM

GVUS—[…]55.6%[…]

GLD[…]—[…][…]

VOO55.6%[…]—[…]

GLDM[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$131most kept, GVUS

GVUS$143 − $12 = $131

VOO$107 − $3 = $104

GLDM$0 − $10 = −$10

GLD$0 − $40 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee