IUSB vs GLDM

AIUSB

BGLDM

Measures won4–2IUSB wins · of 6 · 5Y

$10,000 · 5Y$22,983GLDM · IAU $22,809

Lowest cost0.06%IUSB · $6 on $10k

Most income4.33%IUSB · $433 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]IUSB and GLDM

IUSB

GLDM

iShares Core Universal USD Bond ETF · $50.4BSPDR Gold MiniShares Trust · $30.8B

+5.4%3 years · per year$11,705 · $20,795+27.6%

+0.3%5 years · per year$10,151 · $22,983+18.1%

0.06%Expense ratio$6 · $10 on $10k · lower wins0.10%

4.33%12-mo yield$433 · $0 on $10k0.00%

−4.3%Worst dropSmaller wins−28.0%

3.9%VolatilityLower wins28.9%

4–2IUSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUSB · GLDM

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 Three

5Y3 funds

#
1	BGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
2	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$60.0B
3	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.4B

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

All Three

5Y3 funds

#
1	BGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
2	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$60.0B
3	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.4B

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

IUSB vs GLDM

IUSB

iShares Core Universal USD Bond

$10,151

GLDM

SPDR Gold MiniShares Trust

$22,983

MeasureIUSBGLDM

Fee0.06%0.10%

Cost on $10k a year$6$10

Yield4.33%0.00%

5 years, per year+0.3%+18.1%

3 years, per year+5.4%+27.6%

Worst drop · 1Y−4.3%−28.0%

Volatility · 1Y3.9%28.9%

4–2measures won
IUSB first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

GLDM vs GLD

YTD

SPDRGLDM

−4.1%

GLDSPDR

−4.2%

−4.1%Year to date−4.2%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.8BAssets$136B

2–0GLDM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

Overlap: IUSB, GLDM, IAU

Today

[…]holdings […]

IUSBGLDMIAU

IUSB—[…][…]

GLDM[…]—[…]

IAU[…][…]—

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

GLDM$0 − $10 = −$10

IAU$0 − $25 = −$25

KeptFee

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