GVUS vs IAU

AGVUS

BIAU

Measures won4–0GVUS wins · of 6 · 5Y

$10,000 · 5Y$22,511IAU

Lowest cost0.12%GVUS · $12 on $10k

Most income1.46%GVUS · $146 on $10k

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

Held in common[…]GVUS and IAU

GVUS

IAU

Goldman Sachs MarketBeta Russell 1000 Value Equity ETF · $463MiShares Gold Trust · $61.0B

[…]3 years · per year[…] · $20,390+26.8%

[…]5 years · per year[…] · $22,511+17.6%

0.12%Expense ratio$12 · $25 on $10k · lower wins0.25%

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

−6.7%Worst dropSmaller wins−28.2%

11.5%VolatilityLower wins28.8%

4–0GVUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsGVUS · IAU

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BIAU	iShares Gold TrustRead Desk		0.25%	0.00%	−0.8%	−5.9%	+1.8%	+26.8%	+17.6%	−28.2%	$61.0B
2	AGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk		0.12%	1.46%	−0.4%	+23.7%	+28.1%	new	new	−6.7%	$463M

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

Both

5Y2 funds

#			Trend
1	BIAU	iShares Gold TrustRead Desk		0.25%	0.00%	−0.8%	−5.9%	+1.8%	+26.8%	+17.6%	−28.2%	$61.0B
2	AGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk		0.12%	1.46%	−0.4%	+23.7%	+28.1%	new	new	−6.7%	$463M

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 IAU

GVUS

Goldman Sachs MarketBeta Russell 1000 Value Equity

[…]

IAU

iShares Gold Trust

$22,511

MeasureGVUSIAU

Fee0.12%0.25%

Cost on $10k a year$12$25

Yield1.46%0.00%

5 years, per year[…]+17.6%

3 years, per year[…]+26.8%

Worst drop · 1Y−6.7%−28.2%

Volatility · 1Y11.5%28.8%

4–0measures won
GVUS first

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

$30.5BAssets$135B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: GVUS, IAU

Today

[…]holdings […]

GVUSIAU

GVUS—[…]

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

IAU$0 − $25 = −$25

KeptFee

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