Compare · 3 funds side by side · dividends reinvested

WDIV, FGD and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,480FGD · best of the three

02 / 04

WDIV, FGD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.77%+13.8%+20.8%+25.0%+11.8%−9.8%12.8%$1.6B2.0

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.25%+12.2%+17.5%+20.6%+9.2%−8.6%10.7%$286M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: WDIV 2013 · FGD 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Global Dividend ETF · $286M$15,515

WDIV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

WDIVMeasureSCHD

+12.2%Year to dateJan 1 → Nov 6+31.4%

+17.5%1 yearTotal return+37.0%

+20.6%3 years · per year$10,000 became $17,551 · $17,266+20.0%

+9.2%5 years · per year$10,000 became $15,515 · $16,267+10.2%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

4.25%Trailing 12-mo yield$425 · $300 a year on $10k3.00%

−8.6%Worst dropSmaller is better−6.9%

10.7%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WDIV vs SCHD: Top 5 Holdings

Today

WDIV

9.2%in top 5

SCHD

in top 521.4%

WDIVStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.0%LGEN.Lnot top 5

1.9%0992.HKnot top 5

1.8%TEP.PAnot top 5

1.8%MOnot top 5

1.7%HIWnot top 5

Held in common4.7%

End-of-day Nov 6, 2026 · share of each fund

WDIV vs SCHD Returns, Every Period

SPDRWDIV

+9.2%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

WDIVSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

WDIV vs FGD

YTD

SPDRWDIV

+12.2%

FGDFirst Trust

+13.8%

+12.2%Year to date+13.8%

−8.6%Worst drop · 1Y−9.8%

10.7%Volatility · 1Y12.8%

4.2%Yield5.8%

$286MAssets$1.6B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDIV, FGD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

WDIV0.40%$40

FGD0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: WDIV, FGD, SCHD

5.77%highest, FGD

FundTrailing yieldYield$10k

FGD5.77%$577

WDIV4.25%$425

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$522most kept, FGD

FGD$577 − $55 = $522

WDIV$425 − $40 = $385

SCHD$300 − $6 = $294

KeptFee

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

Overlap: WDIV, FGD, SCHD

Today

14.2%most shared, WDIV and FGD

WDIVFGDSCHD

WDIV—14.2%4.7%

FGD14.2%—5.4%

SCHD4.7%5.4%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

WDIVWorst drop−8.6%10.7% vol

SCHDWorst drop−6.9%11.7% vol

FGDWorst drop−9.8%12.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FGDSCHD

+13.8%Year to date+31.4%

5.8%Yield3.0%

+20.8%Past year+37.0%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026