IAU vs SGOL

AIAU

BSGOL

Measures won0–4SGOL wins · of 6 · 5Y

$10,000 · 5Y$21,741GLDM · SGOL $21,673

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 · $58.4Babrdn Physical Gold Shares ETF · $6.7B

+24.7%3 years · per year$19,382 · $19,427+24.8%

+16.6%5 years · per year$21,585 · $21,673+16.7%

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%

28.6%VolatilityLower wins28.6%

0–4SGOL 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 3, 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%	−0.6%	−9.2%	−2.1%	+24.9%	+16.8%	−28.0%	$30.0B
2	BSGOL	abrdn Physical Gold Shares ETFRead Desk	0.17%	0.00%	−0.6%	−9.2%	−2.2%	+24.8%	+16.7%	−28.1%	$6.7B
3	AIAU	iShares Gold TrustRead Desk	0.25%	0.00%	−0.6%	−9.2%	−2.3%	+24.7%	+16.6%	−28.2%	$58.4B
4	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.7%	−9.3%	−2.4%	+24.5%	+16.5%	−28.3%	$132.3B

End-of-day Nov 3, 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%	−0.6%	−9.2%	−2.1%	+24.9%	+16.8%	−28.0%	$30.0B
2	BSGOL	abrdn Physical Gold Shares ETFRead Desk	0.17%	0.00%	−0.6%	−9.2%	−2.2%	+24.8%	+16.7%	−28.1%	$6.7B
3	AIAU	iShares Gold TrustRead Desk	0.25%	0.00%	−0.6%	−9.2%	−2.3%	+24.7%	+16.6%	−28.2%	$58.4B
4	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.7%	−9.3%	−2.4%	+24.5%	+16.5%	−28.3%	$132.3B

End-of-day Nov 3, 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

$21,585

SGOL

abrdn Physical Gold Shares

$21,673

MeasureIAUSGOL

Fee0.25%0.17%

Cost on $10k a year$25$17

Yield0.00%0.00%

5 years, per year+16.6%+16.7%

3 years, per year+24.7%+24.8%

Worst drop · 1Y−28.2%−28.1%

Volatility · 1Y28.6%28.6%

4–0measures won
SGOL first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IAU, SGOL, GLDM, GLD

Today

[…]holdings […]

IAUSGOLGLDMGLD

IAU—[…][…][…]

SGOL[…]—[…][…]

GLDM[…][…]—[…]

GLD[…][…][…]—

End-of-day Nov 3, 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 3, 2026 · yield in dollars minus the fee