GVUS vs SCHD

AGVUS

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$22,353GLD · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common11.2%GVUS and SCHD

GVUS

SCHD

Goldman Sachs MarketBeta Russell 1000 Value Equity ETF · $463MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

1.46%12-mo yield$146 · $300 on $10k3.00%

−6.7%Worst dropSmaller wins−6.9%

11.5%VolatilityLower wins11.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGVUS · SCHD

1.0%CVX4.0%

1.0%PG4.5%

1.0%MRK3.8%

0.9%UNH3.9%

Held in common11.2%

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

All Three

5Y3 funds

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	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

All Three

5Y3 funds

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	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 SCHD

GVUS

Goldman Sachs MarketBeta Russell 1000 Value Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureGVUSSCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield1.46%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y11.5%11.7%

2–2measures won
level

11.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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, SCHD, GLD

Today

11.2%most shared, GVUS and SCHD

GVUSSCHDGLD

GVUS—11.2%[…]

SCHD11.2%—[…]

GLD[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

GVUS$146 − $12 = $134

GLD$0 − $40 = −$40

KeptFee

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