TMAT vs GLD

ATMAT

BGLD

Measures won2–4GLD wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · GDX $29,615

Lowest cost0.35%SMH · $35 on $10k

Most income0.72%GDX · $72 on $10k

Smallest drop−23.4%TMAT · worst fall in 1Y

Held in common[…]TMAT and GLD

TMAT

GLD

Main Thematic Innovation ETF · $212MSPDR Gold Shares · $135B

+24.2%3 years · per year$19,140 · $20,300+26.6%

+0.9%5 years · per year$10,480 · $22,353+17.5%

0.79%Expense ratio$79 · $40 on $10k · lower wins0.40%

0.02%12-mo yield$2 · $0 on $10k0.00%

−23.4%Worst dropSmaller wins−28.3%

30.4%VolatilityLower wins29.0%

2–4GLD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTMAT · 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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	GDX	VanEck Gold Miners ETFRead Desk	0.51%	0.72%	+2.2%	+2.1%	+24.9%	+47.8%	+24.3%	−38.9%	$26.9B
3	BGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
4	ATMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+2.6%	−1.3%	−10.0%	+24.2%	+0.9%	−23.4%	$212M

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	GDX	VanEck Gold Miners ETFRead Desk	0.51%	0.72%	+2.2%	+2.1%	+24.9%	+47.8%	+24.3%	−38.9%	$26.9B
3	BGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
4	ATMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+2.6%	−1.3%	−10.0%	+24.2%	+0.9%	−23.4%	$212M

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

TMAT vs GLD

TMAT

Main Thematic Innovation

$10,480

GLD

SPDR Gold Shares

$22,353

MeasureTMATGLD

Fee0.79%0.40%

Cost on $10k a year$79$40

Yield0.02%0.00%

5 years, per year+0.9%+17.5%

3 years, per year+24.2%+26.6%

Worst drop · 1Y−23.4%−28.3%

Volatility · 1Y30.4%29.0%

4–1measures won
GLD first

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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

Overlap: TMAT, GLD, GDX, SMH

Today

9.8%most shared, TMAT and SMH

TMATGLDGDXSMH

TMAT—[…]0.0%9.8%

GLD[…]—[…][…]

GDX0.0%[…]—0.0%

SMH9.8%[…]0.0%—

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

Income After Fees on $10,000

$21most kept, GDX

GDX$72 − $51 = $21

SMH$24 − $35 = −$11

GLD$0 − $40 = −$40

TMAT$2 − $79 = −$77

KeptFee

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