Compare · 2 funds side by side · dividends reinvested

WDIV and FGD

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

02 / 04

WDIV and FGD, 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%$1.6B1.4

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%$286M1.6

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

FGD

WDIV

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

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

FGDMeasureWDIV

+16.3%Year to dateJan 1 → Nov 5+13.5%

+24.9%1 yearTotal return+19.7%

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

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

0.55%Expense ratio$55 · $40 a year on $10k · lower is better0.40%

5.65%Trailing 12-mo yield$565 · $420 a year on $10k4.20%

−9.8%Worst dropSmaller is better−8.6%

12.7%VolatilityLower is calmer10.6%

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

5–3FGD wins

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

More Ways to See the Pairs

FGD vs WDIV: Top 5 Holdings

Today

FGD

10.2%in top 5

WDIV

in top 59.4%

FGDStockWDIV

2.8%RHInot top 5

not top 50992.HK2.0%

not top 5LGEN.L2.0%

2.0%017800.Knot top 5

1.9%TEP.PA1.9%

1.8%BME.Lnot top 5

not top 5MO1.8%

not top 5HIW1.7%

1.7%OMV.VInot top 5

Held in common14.3%

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

FGD vs WDIV Returns, Every Period

First TrustFGD

+12.1%

5 years, per year

WDIVSPDR

+9.3%

5 years, per year

FGDWDIVFaded: behind in that period

4–0FGD wins

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

FGD vs WDIV

YTD

First TrustFGD

+16.3%

WDIVSPDR

+13.5%

+16.3%Year to date+13.5%

−9.8%Worst drop · 1Y−8.6%

12.7%Volatility · 1Y10.6%

5.6%Yield4.2%

$1.6BAssets$286M

2–2level

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

Cost, Income and Risk

Fees: WDIV, FGD

Today

0.40%lowest, WDIV

FundExpense ratioFee$10k

WDIV0.40%$40

FGD0.55%$55

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

Yields: WDIV, FGD

5.65%highest, FGD

FundTrailing yieldYield$10k

FGD5.65%$565

WDIV4.20%$420

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

KeptFee

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

Overlap: WDIV, FGD

Today

14.3%most shared, WDIV and FGD

WDIVFGD

WDIV—14.3%

FGD14.3%—

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

Return vs Bumpiness: 2 ETFs

+24.9%FGD, at 12.7% volatility

WDIVWorst drop−8.6%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 Two

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