IWC vs GSSC

AIWC

BGSSC

Measures won2–4GSSC wins · of 6 · 5Y

$10,000 · 5Y$22,676GLDM · GSSC $13,719

Lowest cost0.10%GLDM · $10 on $10k

Most income1.13%IWC · $113 on $10k

Smallest drop−10.6%GSSC · worst fall in 1Y

Held in common23.5%IWC and GSSC

IWC

GSSC

iShares Micro-Cap ETF · $1.2BGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF · $1.0B

+24.1%3 years · per year$19,093 · $16,750+18.8%

+4.3%5 years · per year$12,357 · $13,719+6.5%

0.60%Expense ratio$60 · $20 on $10k · lower wins0.20%

1.13%12-mo yield$113 · $102 on $10k1.02%

−15.4%Worst dropSmaller wins−10.6%

23.7%VolatilityLower wins17.6%

2–4GSSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWC · GSSC

1.0%CDNA0.6%

0.4%IDT0.2%

0.4%ARLO0.2%

0.3%UVE0.2%

Held in common23.5%

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

All Three

5Y3 funds

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
2	BGSSC	Goldman Sachs ActiveBeta U.S. Small Cap Equity ETFRead Desk	0.20%	1.02%	+0.4%	+13.2%	+15.1%	+18.8%	+6.5%	−10.6%	$1.0B
3	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

All Three

5Y3 funds

#
1	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	−0.8%	−5.8%	+2.0%	+27.0%	+17.8%	−28.0%	$30.5B
2	BGSSC	Goldman Sachs ActiveBeta U.S. Small Cap Equity ETFRead Desk	0.20%	1.02%	+0.4%	+13.2%	+15.1%	+18.8%	+6.5%	−10.6%	$1.0B
3	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 GSSC

IWC

iShares Micro-Cap

$12,357

GSSC

Goldman Sachs ActiveBeta U.S. Small Cap Equity

$13,719

MeasureIWCGSSC

Fee0.60%0.20%

Cost on $10k a year$60$20

Yield1.13%1.02%

5 years, per year+4.3%+6.5%

3 years, per year+24.1%+18.8%

Worst drop · 1Y−15.4%−10.6%

Volatility · 1Y23.7%17.6%

4–2measures won
GSSC first

23.5%

holdings shared

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, GSSC, GLDM

Today

23.5%most shared, IWC and GSSC

IWCGSSCGLDM

IWC—23.5%[…]

GSSC23.5%—[…]

GLDM[…][…]—

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

Income After Fees on $10,000

$82most kept, GSSC

GSSC$102 − $20 = $82

IWC$113 − $60 = $53

GLDM$0 − $10 = −$10

KeptFee

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