FGD vs EFAS

AFGD

BEFAS

Measures won1–4EFAS wins · of 6 · 5Y

$10,000 · 5Y$19,729EFAS · FGD $17,710

Lowest cost0.55%FGD · $55 on $10k

Most income5.65%FGD · $565 on $10k

Smallest drop−8.4%EFAS · worst fall in 1Y

Held in common22.0%FGD and EFAS

FGD

EFAS

First Trust Dow Jones Global Select Dividend Index Fund · $1.6BGlobal X - MSCI SuperDividend EAFE ETF · $61M

+26.2%3 years · per year$20,119 · $21,134+28.3%

+12.1%5 years · per year$17,710 · $19,729+14.6%

0.55%Expense ratio$55 · $55 on $10k · lower wins0.55%

5.65%12-mo yield$565 · $491 on $10k4.91%

−9.8%Worst dropSmaller wins−8.4%

12.7%VolatilityLower wins11.6%

1–4EFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsFGD · EFAS

1.7%OMV.VI2.2%

1.6%LGEN.L2.1%

1.6%SDLF.L2.2%

1.5%BAMI.MI1.9%

Held in common22.0%

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

Both

5Y2 funds

#			Trend
1	BEFAS	Global X - MSCI SuperDividend EAFE ETFRead Desk		0.55%	4.91%	−1.4%	+21.0%	+30.1%	+28.3%	+14.6%	−8.4%	$61M
2	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk		0.55%	5.65%	−1.3%	+16.3%	+24.9%	+26.2%	+12.1%	−9.8%	$1.6B

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

Both

5Y2 funds

#			Trend
1	BEFAS	Global X - MSCI SuperDividend EAFE ETFRead Desk		0.55%	4.91%	−1.4%	+21.0%	+30.1%	+28.3%	+14.6%	−8.4%	$61M
2	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk		0.55%	5.65%	−1.3%	+16.3%	+24.9%	+26.2%	+12.1%	−9.8%	$1.6B

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

Cards for this view

FGD vs EFAS

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,710

EFAS

Global X - MSCI SuperDividend EAFE

$19,729

MeasureFGDEFAS

Fee0.55%0.55%

Cost on $10k a year$55$55

Yield5.65%4.91%

5 years, per year+12.1%+14.6%

3 years, per year+26.2%+28.3%

Worst drop · 1Y−9.8%−8.4%

Volatility · 1Y12.7%11.6%

4–1measures won
EFAS first

22.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FGD, EFAS

Today

22.0%most shared, FGD and EFAS

FGDEFAS

FGD—22.0%

EFAS22.0%—

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

Income After Fees on $10,000

$510most kept, FGD

FGD$565 − $55 = $510

EFAS$491 − $55 = $436

KeptFee

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