Compare · 3 funds side by side · dividends reinvested

FGD, WDIV and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,679FGD · best of the three

Story of the three · IncomeMost incomeFGD · 5.67% · $567 a year on $10k

Story of the three · RiskSmallest drop

FGD, WDIV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.8

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.67%+15.9%+20.1%+25.2%+12.1%−9.8%12.9%$1.6B2.0

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.21%+13.2%+15.6%+20.1%+9.2%−8.6%10.7%$281M2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: FGD 2007 · WDIV 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P Global Dividend ETF · $281M$15,546

WDIV

FGD

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,679

$10,000 five years ago, dividends reinvested · they hold 14.0% in common

WDIV

More Ways to See the Pairs

WDIV vs FGD: Top 5 Holdings

Today

WDIV

9.1%in top 5

FGD

in top 59.8%

WDIVStockFGD

not top 5RHI2.7%

2.0%LGEN.Lnot top 5

not top 5017800.K2.0%

2.0%0992.HKnot top 5

not top 5BME.L

Cost, Income and Risk

Fees: FGD, WDIV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

WDIV0.40%$40

FGD0.55%$55

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FGD, WDIV, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

FGD

+13.2%Year to dateJan 1 → Nov 12+15.9%

+15.6%1 yearTotal return+20.1%

+20.1%3 years · per year$10,000 became $17,316 · $19,622+25.2%

+9.2%5 years · per year$10,000 became $15,546 · $17,679+12.1%

0.40%Expense ratio$40 · $55 a year on $10k · lower is better0.55%

4.21%Trailing 12-mo yield$421 · $567 a year on $10k5.67%

−8.6%Worst dropSmaller is better−9.8%

10.7%VolatilityLower is calmer12.9%

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

3–5FGD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.8%

1.8%MOnot top 5

1.7%HIWnot top 5

not top 5OMV.VI1.7%

1.7%APA.AXnot top 5

not top 5TEP.PA1.7%

Held in common14.0%

End-of-day Nov 12, 2026 · share of each fund

WDIV vs FGD Returns, Every Period

5Y

SPDRWDIV

+9.2%

5 years, per year

FGDFirst Trust

+12.1%

5 years, per year

WDIVFGDFaded: behind in that period

0–4FGD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

WDIV vs FGD

YTD

SPDRWDIV

+13.2%

FGDFirst Trust

+15.9%

+13.2%Year to date+15.9%

−8.6%Worst drop · 1Y−9.8%

10.7%Volatility · 1Y12.9%

4.2%Yield5.7%

$281MAssets$1.6B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

5.67%highest, FGD

FundTrailing yieldYield$10k

FGD5.67%$567

WDIV4.21%$421

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$512most kept, FGD

FGD$567 − $55 = $512

WDIV$421 − $40 = $381

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FGD, WDIV, SCHD

Today

14.0%most shared, FGD and WDIV

FGDWDIVSCHD

FGD—14.0%5.4%

WDIV14.0%—4.8%

SCHD5.4%4.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

WDIVWorst drop−8.6%10.7% vol

SCHDWorst drop−6.9%11.7% vol

FGDWorst drop−9.8%12.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FGDSCHD

+15.9%Year to date+34.2%

5.7%Yield2.9%

+20.1%Past year+36.8%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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FGD, WDIV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three