IWC vs GLD

AIWC

BGLD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$22,353GLD · IWC $12,357

Lowest cost0.40%GLD · $40 on $10k

Most income1.13%IWC · $113 on $10k

Smallest drop−15.4%IWC · worst fall in 1Y

Held in common[…]IWC and GLD

IWC

GLD

iShares Micro-Cap ETF · $1.2BSPDR Gold Shares · $135B

+24.1%3 years · per year$19,093 · $20,300+26.6%

+4.3%5 years · per year$12,357 · $22,353+17.5%

0.60%Expense ratio$60 · $40 on $10k · lower wins0.40%

1.13%12-mo yield$113 · $0 on $10k0.00%

−15.4%Worst dropSmaller wins−28.3%

23.7%VolatilityLower wins29.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWC · 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

Both

5Y2 funds

#			Trend
1	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
2	AIWC	iShares Micro-Cap ETFRead Desk		0.60%	1.13%	+1.4%	+9.8%	+13.5%	+24.1%	+4.3%	−15.4%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
2	AIWC	iShares Micro-Cap ETFRead Desk		0.60%	1.13%	+1.4%	+9.8%	+13.5%	+24.1%	+4.3%	−15.4%	$1.2B

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

IWC vs GLD

IWC

iShares Micro-Cap

$12,357

GLD

SPDR Gold Shares

$22,353

MeasureIWCGLD

Fee0.60%0.40%

Cost on $10k a year$60$40

Yield1.13%0.00%

5 years, per year+4.3%+17.5%

3 years, per year+24.1%+26.6%

Worst drop · 1Y−15.4%−28.3%

Volatility · 1Y23.7%29.0%

3–3measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

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

$30.5BAssets$135B

2–0GLDM wins

End-of-day Nov 6, 2026

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

Overlap: IWC, GLD

Today

[…]holdings […]

IWCGLD

IWC—[…]

GLD[…]—

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

Income After Fees on $10,000

$53most kept, IWC

IWC$113 − $60 = $53

GLD$0 − $40 = −$40

KeptFee

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