GVUS vs GLDM

AGVUS

BGLDM

Measures won3–1GVUS wins · of 6 · 5Y

$10,000 · 5Y$28,207GDX · GLDM $22,478

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 GLDM

GVUS

GLDM

Goldman Sachs MarketBeta Russell 1000 Value Equity ETF · $463MSPDR Gold MiniShares Trust · $30.5B

[…]3 years · per year[…] · $20,308+26.6%

[…]5 years · per year[…] · $22,478+17.6%

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

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

−6.7%Worst dropSmaller wins−28.0%

11.5%VolatilityLower wins28.9%

3–1GVUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGVUS · GLDM

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	GDX	VanEck Gold Miners ETFRead Desk	0.51%	0.74%	+1.4%	0.0%	+26.5%	+46.9%	+23.0%	−38.9%	$26.5B
2	BGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+3.7%	−5.8%	+1.3%	+26.6%	+17.6%	−28.0%	$30.5B
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%	$463M

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	GDX	VanEck Gold Miners ETFRead Desk	0.51%	0.74%	+1.4%	0.0%	+26.5%	+46.9%	+23.0%	−38.9%	$26.5B
2	BGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+3.7%	−5.8%	+1.3%	+26.6%	+17.6%	−28.0%	$30.5B
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%	$463M

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 GLDM

GVUS

Goldman Sachs MarketBeta Russell 1000 Value Equity

[…]

GLDM

SPDR Gold MiniShares Trust

$22,478

MeasureGVUSGLDM

Fee0.12%0.10%

Cost on $10k a year$12$10

Yield1.46%0.00%

5 years, per year[…]+17.6%

3 years, per year[…]+26.6%

Worst drop · 1Y−6.7%−28.0%

Volatility · 1Y11.5%28.9%

3–1measures won
GVUS first

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

$30.5BAssets$135B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GVUS, GLDM, GDX

Today

0.4%most shared, GVUS and GDX

GVUSGLDMGDX

GVUS—[…]0.4%

GLDM[…]—[…]

GDX0.4%[…]—

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

GDX$74 − $51 = $23

GLDM$0 − $10 = −$10

KeptFee

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