IWC vs IAU

AIWC

BIAU

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$22,809IAU · IWC $12,456

Lowest cost0.25%IAU · $25 on $10k

Most income1.09%IWC · $109 on $10k

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

Held in common[…]IWC and IAU

IWC

IAU

iShares Micro-Cap ETF · $1.2BiShares Gold Trust · $61.0B

+24.5%3 years · per year$19,299 · $20,686+27.4%

+4.5%5 years · per year$12,456 · $22,809+17.9%

0.60%Expense ratio$60 · $25 on $10k · lower wins0.25%

1.09%12-mo yield$109 · $0 on $10k0.00%

−15.4%Worst dropSmaller wins−28.2%

23.7%VolatilityLower wins28.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWC · IAU

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

Both

5Y2 funds

#			Trend
1	BIAU	iShares Gold TrustRead Desk		0.25%	0.00%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$61.0B
2	AIWC	iShares Micro-Cap ETFRead Desk		0.60%	1.09%	+3.6%	+13.7%	+21.4%	+24.5%	+4.5%	−15.4%	$1.2B

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

Both

5Y2 funds

#			Trend
1	BIAU	iShares Gold TrustRead Desk		0.25%	0.00%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$61.0B
2	AIWC	iShares Micro-Cap ETFRead Desk		0.60%	1.09%	+3.6%	+13.7%	+21.4%	+24.5%	+4.5%	−15.4%	$1.2B

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

IWC vs IAU

IWC

iShares Micro-Cap

$12,456

IAU

iShares Gold Trust

$22,809

MeasureIWCIAU

Fee0.60%0.25%

Cost on $10k a year$60$25

Yield1.09%0.00%

5 years, per year+4.5%+17.9%

3 years, per year+24.5%+27.4%

Worst drop · 1Y−15.4%−28.2%

Volatility · 1Y23.7%28.9%

3–3measures won
level

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%

$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

Overlap: IWC, IAU

Today

[…]holdings […]

IWCIAU

IWC—[…]

IAU[…]—

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

Income After Fees on $10,000

$49most kept, IWC

IWC$109 − $60 = $49

IAU$0 − $25 = −$25

KeptFee

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