Compare · 3 funds side by side · dividends reinvested

FGD, SNPD and PZLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,978FGD · best of the three

02 / 04

FGD, SNPD and PZLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers S&P Dividend Aristocrats Screened ETFIncome · Dividend stocks0.15%3.02%+21.6%+26.1%+15.7%[…]−8.7%12.2%$4M1.3

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.58%+17.8%+25.1%+26.7%+12.4%−9.8%12.7%$1.6B1.6

Pzena U.S. Large Cap Value ETFUS Stock Styles · Value0.60%0.00%[…][…][…][…][…][…]$73M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FGD 2007 · SNPD 2022 · PZLV 2026

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,978

FGD

SNPD

Xtrackers S&P Dividend Aristocrats Screened ETF · $4M[…]

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

FGDMeasureSNPD

+17.8%Year to dateJan 1 → Nov 4+21.6%

+25.1%1 yearTotal return+26.1%

+26.7%3 years · per year$10,000 became $20,344 · $15,495+15.7%

+12.4%5 years · per year$10,000 became $17,978 · […][…]

0.55%Expense ratio$55 · $15 a year on $10k · lower is better0.15%

5.58%Trailing 12-mo yield$558 · $302 a year on $10k3.02%

−9.8%Worst dropSmaller is better−8.7%

12.7%VolatilityLower is calmer12.2%

FGDSNPD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5SNPD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FGD vs SNPD: Top 5 Holdings

Today

FGD

10.2%in top 5

SNPD

in top 514.1%

FGDStockSNPD

2.8%RHI3.7%

not top 5VZ3.0%

not top 5BBY2.8%

not top 5AMCR2.4%

not top 5TGT2.2%

2.0%017800.Knot top 5

1.9%TEP.PAnot top 5

1.8%BME.Lnot top 5

1.7%OMV.VInot top 5

Held in common7.1%

End-of-day Nov 4, 2026 · share of each fund

FGD vs SNPD Returns, Every Period

First TrustFGD

+25.1%

past year

SNPDXtrackers

+26.1%

past year

FGDSNPDFaded: behind in that period

1–2SNPD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FGD vs SNPD

YTD

First TrustFGD

+17.8%

SNPDXtrackers

+21.6%

+17.8%Year to date+21.6%

−9.8%Worst drop · 1Y−8.7%

12.7%Volatility · 1Y12.2%

5.6%Yield3.0%

$1.6BAssets$3.8M

3–1SNPD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FGD, SNPD, PZLV

Today

0.15%lowest, SNPD

FundExpense ratioFee$10k

SNPD0.15%$15

FGD0.55%$55

PZLV0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FGD, SNPD, PZLV

5.58%highest, FGD

FundTrailing yieldYield$10k

FGD5.58%$558

SNPD3.02%$302

PZLV0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$503most kept, FGD

FGD$558 − $55 = $503

SNPD$302 − $15 = $287

PZLV$0 − $60 = −$60

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FGD, SNPD, PZLV

Today

7.1%most shared, FGD and SNPD

FGDSNPDPZLV

FGD—7.1%2.8%

SNPD7.1%—4.4%

PZLV2.8%4.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.1%SNPD, at 12.2% volatility

SNPDWorst drop−8.7%12.2% vol

FGDWorst drop−9.8%12.7% vol

PZLVWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FGDSNPD

+17.8%Year to date+21.6%

5.6%Yield3.0%

+25.1%Past year+26.1%

0.55%Fee0.15%

3–1SNPD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026