FDD vs WDIV

AFDD

BWDIV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,879FDD · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income5.60%FDD · $560 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common5.9%FDD and WDIV

FDD

WDIV

First Trust STOXX European Select Dividend Index Fund · $906MState Street SPDR S&P Global Dividend ETF · $286M

+28.9%3 years · per year$21,430 · $17,551+20.6%

+12.3%5 years · per year$17,879 · $15,515+9.2%

0.56%Expense ratio$56 · $40 on $10k · lower wins0.40%

5.60%12-mo yield$560 · $425 on $10k4.25%

−9.4%Worst dropSmaller wins−8.6%

16.7%VolatilityLower wins10.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDD · WDIV

6.2%LGEN.L2.0%

6.2%TEP.PA1.8%

2.4%ZURN.SW1.1%

2.6%ALV.DE1.0%

Held in common5.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AFDD	First Trust STOXX European Select Dividend Index FundRead Desk	0.56%	5.60%	−2.8%	+13.1%	+23.8%	+28.9%	+12.3%	−9.4%	$906M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.25%	−1.1%	+12.2%	+17.5%	+20.6%	+9.2%	−8.6%	$286M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFDD	First Trust STOXX European Select Dividend Index FundRead Desk	0.56%	5.60%	−2.8%	+13.1%	+23.8%	+28.9%	+12.3%	−9.4%	$906M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.25%	−1.1%	+12.2%	+17.5%	+20.6%	+9.2%	−8.6%	$286M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDD vs WDIV

FDD

First Trust STOXX European Select Dividend Index Fund

$17,879

WDIV

SPDR S&P Global Dividend

$15,515

MeasureFDDWDIV

Fee0.56%0.40%

Cost on $10k a year$56$40

Yield5.60%4.25%

5 years, per year+12.3%+9.2%

3 years, per year+28.9%+20.6%

Worst drop · 1Y−9.4%−8.6%

Volatility · 1Y16.7%10.7%

3–3measures won
level

5.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FDD, WDIV, SCHD

Today

5.9%most shared, FDD and WDIV

FDDWDIVSCHD

FDD—5.9%0.0%

WDIV5.9%—4.7%

SCHD0.0%4.7%—

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

Income After Fees on $10,000

$504most kept, FDD

FDD$560 − $56 = $504

WDIV$425 − $40 = $385

SCHD$300 − $6 = $294

KeptFee

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