GVUS vs IAUM

AGVUS

BIAUM

Measures won3–1GVUS wins · of 6 · 5Y

$10,000 · 5Y$23,043IAUM

Lowest cost0.09%IAUM · $9 on $10k

Most income1.43%GVUS · $143 on $10k

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

Held in common[…]GVUS and IAUM

GVUS

IAUM

Goldman Sachs MarketBeta Russell 1000 Value Equity ETF · $449MiShares Gold Trust Micro · $8.3B

[…]3 years · per year[…] · $20,833+27.7%

[…]5 years · per year[…] · $23,043+18.2%

0.12%Expense ratio$12 · $9 on $10k · lower wins0.09%

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

−6.7%Worst dropSmaller wins−28.1%

11.6%VolatilityLower wins28.7%

3–1GVUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsGVUS · IAUM

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

Both

5Y2 funds

#			Trend
1	BIAUM	iShares Gold Trust MicroRead Desk		0.09%	0.00%	+1.9%	−4.0%	+4.0%	+27.7%	+18.2%	−28.1%	$8.3B
2	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

Both

5Y2 funds

#			Trend
1	BIAUM	iShares Gold Trust MicroRead Desk		0.09%	0.00%	+1.9%	−4.0%	+4.0%	+27.7%	+18.2%	−28.1%	$8.3B
2	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 IAUM

GVUS

Goldman Sachs MarketBeta Russell 1000 Value Equity

[…]

IAUM

iShares Gold Trust Micro

$23,043

MeasureGVUSIAUM

Fee0.12%0.09%

Cost on $10k a year$12$9

Yield1.43%0.00%

5 years, per year[…]+18.2%

3 years, per year[…]+27.7%

Worst drop · 1Y−6.7%−28.1%

Volatility · 1Y11.6%28.7%

3–1measures won
GVUS first

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: GVUS, IAUM

Today

[…]holdings […]

GVUSIAUM

GVUS—[…]

IAUM[…]—

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

IAUM$0 − $9 = −$9

KeptFee

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