Compare · 3 funds side by side · dividends reinvested

WDIV, FGD and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,710FGD · best of the three

02 / 04

WDIV, FGD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.65%+16.3%+24.9%+26.2%+12.1%−9.8%12.7%$1.6B1.8

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.20%+13.5%+19.7%+21.4%+9.3%−8.6%10.6%$286M2.0

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: WDIV 2013 · FGD 2007 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Global Dividend ETF · $286M$15,576

WDIV

FGD

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,710

$10,000 five years ago, dividends reinvested · they hold 14.3% in common

WDIVMeasureFGD

+13.5%Year to dateJan 1 → Nov 5+16.3%

+19.7%1 yearTotal return+24.9%

+21.4%3 years · per year$10,000 became $17,881 · $20,119+26.2%

+9.3%5 years · per year$10,000 became $15,576 · $17,710+12.1%

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

4.20%Trailing 12-mo yield$420 · $565 a year on $10k5.65%

−8.6%Worst dropSmaller is better−9.8%

10.6%VolatilityLower is calmer12.7%

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

3–5FGD wins

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

More Ways to See the Pairs

WDIV vs FGD: Top 5 Holdings

Today

WDIV

9.4%in top 5

FGD

in top 510.2%

WDIVStockFGD

not top 5RHI2.8%

2.0%0992.HKnot top 5

2.0%LGEN.Lnot top 5

not top 5017800.K2.0%

1.9%TEP.PA1.9%

not top 5BME.L1.8%

1.8%MOnot top 5

1.7%HIWnot top 5

not top 5OMV.VI1.7%

Held in common14.3%

End-of-day Nov 5, 2026 · share of each fund

WDIV vs FGD Returns, Every Period

SPDRWDIV

+9.3%

5 years, per year

FGDFirst Trust

+12.1%

5 years, per year

WDIVFGDFaded: behind in that period

0–4FGD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

WDIV vs FGD

YTD

SPDRWDIV

+13.5%

FGDFirst Trust

+16.3%

+13.5%Year to date+16.3%

−8.6%Worst drop · 1Y−9.8%

10.6%Volatility · 1Y12.7%

4.2%Yield5.6%

$286MAssets$1.6B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDIV, FGD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

WDIV0.40%$40

FGD0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WDIV, FGD, VYM

5.65%highest, FGD

FundTrailing yieldYield$10k

FGD5.65%$565

WDIV4.20%$420

VYM2.30%$230

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$510most kept, FGD

FGD$565 − $55 = $510

WDIV$420 − $40 = $380

VYM$230 − $4 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: WDIV, FGD, VYM

Today

14.3%most shared, WDIV and FGD

WDIVFGDVYM

WDIV—14.3%2.5%

FGD14.3%—2.5%

VYM2.5%2.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.9%FGD, at 12.7% volatility

WDIVWorst drop−8.6%10.6% vol

VYMWorst drop−6.7%10.6% vol

FGDWorst drop−9.8%12.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FGDWDIV

+16.3%Year to date+13.5%

5.6%Yield4.2%

+24.9%Past year+19.7%

0.55%Fee0.40%

3–1FGD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026