GVUS vs GLDM

AGVUS

BGLDM

Measures won3–1GVUS wins · of 6 · 5Y

$10,000 · 5Y$22,983GLDM · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.43%GVUS · $143 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 · $449MSPDR Gold MiniShares Trust · $30.8B

[…]3 years · per year[…] · $20,795+27.6%

[…]5 years · per year[…] · $22,983+18.1%

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

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

−6.7%Worst dropSmaller wins−28.0%

11.6%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 9, 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	BGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	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 Three

5Y3 funds

#
1	BGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	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 GLDM

GVUS

Goldman Sachs MarketBeta Russell 1000 Value Equity

[…]

GLDM

SPDR Gold MiniShares Trust

$22,983

MeasureGVUSGLDM

Fee0.12%0.10%

Cost on $10k a year$12$10

Yield1.43%0.00%

5 years, per year[…]+18.1%

3 years, per year[…]+27.6%

Worst drop · 1Y−6.7%−28.0%

Volatility · 1Y11.6%28.9%

3–1measures 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

GLDM vs GLD

YTD

SPDRGLDM

−4.1%

GLDSPDR

−4.2%

−4.1%Year to date−4.2%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.8BAssets$136B

2–0GLDM 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$875B

0–0level

End-of-day Nov 9, 2026

Overlap: GVUS, GLDM, IVV

Today

59.3%most shared, GVUS and IVV

GVUSGLDMIVV

GVUS—[…]59.3%

GLDM[…]—[…]

IVV59.3%[…]—

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

IVV$111 − $3 = $108

GLDM$0 − $10 = −$10

KeptFee

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