HGER vs GLD

AHGER

BGLD

Measures won3–2HGER wins · of 6 · 5Y

$10,000 · 5Y$22,676GLDM · GLD $22,353

Lowest cost0.10%GLDM · $10 on $10k

Most income5.20%HGER · $520 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 · $135B

+20.9%3 years · per year$17,657 · $20,300+26.6%

[…]5 years · per year[…] · $22,353+17.5%

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

5.20%12-mo yield$520 · $0 on $10k0.00%

−14.0%Worst dropSmaller wins−28.3%

18.6%VolatilityLower wins29.0%

3–2HGER wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHGER · GLD

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

All Three

5Y3 funds

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
2	BGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
3	AHGER	Harbor Commodity All-Weather Strategy ETF (HGER)Read Desk	0.68%	5.20%	−0.3%	+36.3%	+37.5%	+20.9%	new	−14.0%	$4.7B

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	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
2	BGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
3	AHGER	Harbor Commodity All-Weather Strategy ETF (HGER)Read Desk	0.68%	5.20%	−0.3%	+36.3%	+37.5%	+20.9%	new	−14.0%	$4.7B

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

HGER vs GLD

HGER

Harbor Commodity All-Weather Strategy ETF (HGER)

[…]

GLD

SPDR Gold Shares

$22,353

MeasureHGERGLD

Fee0.68%0.40%

Cost on $10k a year$68$40

Yield5.20%0.00%

5 years, per year[…]+17.5%

3 years, per year+20.9%+26.6%

Worst drop · 1Y−14.0%−28.3%

Volatility · 1Y18.6%29.0%

3–2measures won
HGER first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HGER, GLD, GLDM

Today

[…]holdings […]

HGERGLDGLDM

HGER—[…][…]

GLD[…]—[…]

GLDM[…][…]—

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

Income After Fees on $10,000

$452most kept, HGER

HGER$520 − $68 = $452

GLDM$0 − $10 = −$10

GLD$0 − $40 = −$40

KeptFee

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