IAU vs GSUS

AIAU

BGSUS

Measures won2–4GSUS wins · of 6 · 5Y

$10,000 · 5Y$22,983GLDM · IAU $22,809

Lowest cost0.09%GSUS · $9 on $10k

Most income1.00%GSUS · $100 on $10k

Smallest drop−9.2%GSUS · worst fall in 1Y

Held in common[…]IAU and GSUS

IAU

GSUS

iShares Gold Trust · $61.0BGoldman Sachs MarketBeta U.S. Equity ETF · $3.4B

+27.4%3 years · per year$20,686 · $18,245+22.2%

+17.9%5 years · per year$22,809 · $17,277+11.6%

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

0.00%12-mo yield$0 · $100 on $10k1.00%

−28.2%Worst dropSmaller wins−9.2%

28.9%VolatilityLower wins14.0%

2–4GSUS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIAU · GSUS

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

All Four

5Y4 funds

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
2	AIAU	iShares Gold TrustRead Desk	0.25%	0.00%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$61.0B
3	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+1.9%	−4.2%	+3.7%	+27.3%	+17.8%	−28.3%	$135.5B
4	BGSUS	Goldman Sachs MarketBeta U.S. Equity ETFRead Desk	0.09%	1.00%	+2.4%	+11.0%	+13.1%	+22.2%	+11.6%	−9.2%	$3.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
2	AIAU	iShares Gold TrustRead Desk	0.25%	0.00%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$61.0B
3	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	+1.9%	−4.2%	+3.7%	+27.3%	+17.8%	−28.3%	$135.5B
4	BGSUS	Goldman Sachs MarketBeta U.S. Equity ETFRead Desk	0.09%	1.00%	+2.4%	+11.0%	+13.1%	+22.2%	+11.6%	−9.2%	$3.4B

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

IAU vs GSUS

IAU

iShares Gold Trust

$22,809

GSUS

Goldman Sachs MarketBeta U.S. Equity

$17,277

MeasureIAUGSUS

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield0.00%1.00%

5 years, per year+17.9%+11.6%

3 years, per year+27.4%+22.2%

Worst drop · 1Y−28.2%−9.2%

Volatility · 1Y28.9%14.0%

4–2measures won
GSUS 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: IAU, GSUS, GLD, GLDM

Today

[…]holdings […]

IAUGSUSGLDGLDM

IAU—[…][…][…]

GSUS[…]—[…][…]

GLD[…][…]—[…]

GLDM[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$91most kept, GSUS

GSUS$100 − $9 = $91

GLDM$0 − $10 = −$10

IAU$0 − $25 = −$25

GLD$0 − $40 = −$40

KeptFee

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