Compare · 3 funds side by side · dividends reinvested

FID, WDIV and JEPI

FIDFirst Trust×WDIVSPDR×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,622FID · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

FID, WDIV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust S&P International Dividend Aristocrats ETFIncome · Dividend stocks0.60%3.97%+12.4%+17.8%+20.2%+9.3%−8.9%10.7%$170M2.0

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.20%+13.4%+17.3%+19.4%+9.3%−8.6%10.8%$281M2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: FID 2013 · WDIV 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust S&P International Dividend Aristocrats ETF · $170M$15,622

FID

WDIV

State Street SPDR S&P Global Dividend ETF · $281M$15,602

$10,000 five years ago, dividends reinvested · they hold 63.2% in common

FID

More Ways to See the Pairs

FID vs WDIV: Top 5 Holdings

Today

FID

11.4%in top 5

WDIV

in top 59.0%

FIDStockWDIV

2.7%LGEN.L2.0%

2.5%0992.HK1.9%

2.2%APA.AX1.7%

2.0%TEP.PAnot top 5

2.0%

Cost, Income and Risk

Fees: FID, WDIV, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

WDIV0.40%$40

FID0.60%$60

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

Yields: FID, WDIV, JEPI

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

WDIV

+12.4%Year to dateJan 1 → Nov 10+13.4%

+17.8%1 yearTotal return+17.3%

+20.2%3 years · per year$10,000 became $17,359 · $17,007+19.4%

+9.3%5 years · per year$10,000 became $15,622 · $15,602+9.3%

0.60%Expense ratio$60 · $40 a year on $10k · lower is better0.40%

3.97%Trailing 12-mo yield$397 · $420 a year on $10k4.20%

−8.9%Worst dropSmaller is better−8.6%

10.7%VolatilityLower is calmer10.8%

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

3–4WDIV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

DNB.OL

not top 5

not top 5MO1.7%

not top 5HIW1.7%

Held in common63.2%

End-of-day Nov 10, 2026 · share of each fund

FID vs WDIV Returns, Every Period

5Y

First TrustFID

+9.3%

5 years, per year

WDIVSPDR

+9.3%

5 years, per year

FIDWDIVFaded: behind in that period

2–1FID wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

FID vs JEPI

YTD

First TrustFID

+12.4%

JEPIJ.P. Morgan

+7.6%

+12.4%Year to date+7.6%

−8.9%Worst drop · 1Y−6.7%

10.7%Volatility · 1Y9.0%

4.0%Yield7.9%

$170MAssets$46.6B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

WDIV4.20%$420

FID3.97%$397

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

WDIV$420 − $40 = $380

FID$397 − $60 = $337

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FID, WDIV, JEPI

Today

63.2%most shared, FID and WDIV

FIDWDIVJEPI

FID—63.2%0.0%

WDIV63.2%—0.6%

JEPI0.0%0.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.8%FID, at 10.7% volatility

JEPIWorst drop−6.7%9.0% vol

FIDWorst drop−8.9%10.7% vol

WDIVWorst drop−8.6%10.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWDIV

+7.6%Year to date+13.4%

7.9%Yield4.2%

+10.6%Past year+17.3%

0.35%Fee0.40%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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FID, WDIV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three