HGER vs GLD

AHGER

BGLD

Measures won3–2HGER wins · of 6 · 5Y

$10,000 · 5Y$22,156GLD

Lowest cost0.40%GLD · $40 on $10k

Most income5.21%HGER · $521 on $10k

Smallest drop−14.0%HGER · worst fall in 1Y

Held in common[…]HGER and GLD

HGER

GLD

Harbor Commodity All-Weather Strategy ETF (HGER) · $4.7BSPDR Gold Shares · $131B

+20.5%3 years · per year$17,494 · $20,124+26.3%

[…]5 years · per year[…] · $22,156+17.2%

0.68%Expense ratio$68 · $40 on $10k · lower wins0.40%

5.21%12-mo yield$521 · $0 on $10k0.00%

−14.0%Worst dropSmaller wins−28.3%

18.7%VolatilityLower wins29.0%

3–2HGER wins

$10,000 · 5 yearsOne scale

Shared top holdingsHGER · GLD

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

Held in common[…]

End-of-day Nov 4, 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	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	+3.7%	−6.0%	+1.0%	+26.3%	+17.2%	−28.3%	$131.3B
2	AHGER	Harbor Commodity All-Weather Strategy ETF (HGER)Read Desk		0.68%	5.21%	−2.4%	+36.1%	+35.9%	+20.5%	new	−14.0%	$4.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	+3.7%	−6.0%	+1.0%	+26.3%	+17.2%	−28.3%	$131.3B
2	AHGER	Harbor Commodity All-Weather Strategy ETF (HGER)Read Desk		0.68%	5.21%	−2.4%	+36.1%	+35.9%	+20.5%	new	−14.0%	$4.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HGER vs GLD

HGER

Harbor Commodity All-Weather Strategy ETF (HGER)

[…]

GLD

SPDR Gold Shares

$22,156

MeasureHGERGLD

Fee0.68%0.40%

Cost on $10k a year$68$40

Yield5.21%0.00%

5 years, per year[…]+17.2%

3 years, per year+20.5%+26.3%

Worst drop · 1Y−14.0%−28.3%

Volatility · 1Y18.7%29.0%

3–2measures won
HGER first

Nov 4, 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

$29.7BAssets$131B

2–0GLDM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: HGER, GLD

Today

[…]holdings […]

HGERGLD

HGER—[…]

GLD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$453most kept, HGER

HGER$521 − $68 = $453

GLD$0 − $40 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee