SCHD vs GLDM

ASCHD

BGLDM

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,478GLDM · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]SCHD and GLDM

SCHD

GLDM

Schwab U.S. Dividend Equity ETF · $123BSPDR Gold MiniShares Trust · $29.7B

+20.3%3 years · per year$17,414 · $20,308+26.6%

+10.4%5 years · per year$16,375 · $22,478+17.6%

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

2.98%12-mo yield$298 · $0 on $10k0.00%

−6.9%Worst dropSmaller wins−28.0%

11.7%VolatilityLower wins28.9%

4–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · GLDM

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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	BGLDM	SPDR Gold MiniShares TrustRead Desk		0.10%	0.00%	+3.7%	−5.8%	+1.3%	+26.6%	+17.6%	−28.0%	$29.7B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Both

5Y2 funds

#			Trend
1	BGLDM	SPDR Gold MiniShares TrustRead Desk		0.10%	0.00%	+3.7%	−5.8%	+1.3%	+26.6%	+17.6%	−28.0%	$29.7B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Cards for this view

SCHD vs GLDM

SCHD

Schwab U.S. Dividend Equity

$16,375

GLDM

SPDR Gold MiniShares Trust

$22,478

MeasureSCHDGLDM

Fee0.06%0.10%

Cost on $10k a year$6$10

Yield2.98%0.00%

5 years, per year+10.4%+17.6%

3 years, per year+20.3%+26.6%

Worst drop · 1Y−6.9%−28.0%

Volatility · 1Y11.7%28.9%

4–2measures won
SCHD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−5.3%

−5.8%Year to date−5.3%

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

$29.7BAssets$131B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SCHD, GLDM

Today

[…]holdings […]

SCHDGLDM

SCHD—[…]

GLDM[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

GLDM$0 − $10 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee