IAU vs SGOL

AIAU

BSGOL

Measures won2–3SGOL wins · of 6 · 5Y

$10,000 · 5Y$22,983GLDM · IAU $22,809

Lowest cost0.10%GLDM · $10 on $10k

Most income0.00%IAU · $0 on $10k

Smallest drop−28.0%GLDM · worst fall in 1Y

Held in common[…]IAU and SGOL

IAU

SGOL

iShares Gold Trust · $61.0Babrdn Physical Gold Shares ETF · $6.9B

+27.4%3 years · per year$20,686 · $20,455+26.9%

+17.9%5 years · per year$22,809 · $22,618+17.7%

0.25%Expense ratio$25 · $17 on $10k · lower wins0.17%

0.00%12-mo yield$0 · $0 on $10k0.00%

−28.2%Worst dropSmaller wins−28.1%

28.9%VolatilityLower wins28.7%

2–3SGOL wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIAU · SGOL

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	BSGOL	abrdn Physical Gold Shares ETFRead Desk	0.17%	0.00%	−0.8%	−5.8%	+1.9%	+26.9%	+17.7%	−28.1%	$6.9B

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	BSGOL	abrdn Physical Gold Shares ETFRead Desk	0.17%	0.00%	−0.8%	−5.8%	+1.9%	+26.9%	+17.7%	−28.1%	$6.9B

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 SGOL

IAU

iShares Gold Trust

$22,809

SGOL

abrdn Physical Gold Shares

$22,618

MeasureIAUSGOL

Fee0.25%0.17%

Cost on $10k a year$25$17

Yield0.00%0.00%

5 years, per year+17.9%+17.7%

3 years, per year+27.4%+26.9%

Worst drop · 1Y−28.2%−28.1%

Volatility · 1Y28.9%28.7%

3–2measures won
SGOL 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, SGOL, GLD, GLDM

Today

[…]holdings […]

IAUSGOLGLDGLDM

IAU—[…][…][…]

SGOL[…]—[…][…]

GLD[…][…]—[…]

GLDM[…][…][…]—

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

Income After Fees on $10,000

−$10most kept, GLDM

GLDM$0 − $10 = −$10

SGOL$0 − $17 = −$17

IAU$0 − $25 = −$25

GLD$0 − $40 = −$40

KeptFee

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