FGD vs IVV

AFGD

BIVV

Measures won4–2FGD wins · of 6 · 5Y

$10,000 · 5Y$17,480FGD · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income5.77%FGD · $577 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common1.0%FGD and IVV

FGD

IVV

First Trust Dow Jones Global Select Dividend Index Fund · $1.6BiShares Core S&P 500 ETF · $853B

+25.0%3 years · per year$19,517 · $18,084+21.8%

+11.8%5 years · per year$17,480 · $17,177+11.4%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

5.77%12-mo yield$577 · $114 on $10k1.14%

−9.8%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins13.6%

4–2FGD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFGD · IVV

0.9%VZ0.3%

1.2%MO0.2%

1.0%UPS0.1%

0.7%F0.1%

Held in common1.0%

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	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk	0.55%	5.77%	−2.1%	+13.8%	+20.8%	+25.0%	+11.8%	−9.8%	$1.6B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk	0.55%	5.77%	−2.1%	+13.8%	+20.8%	+25.0%	+11.8%	−9.8%	$1.6B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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

FGD vs IVV

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,480

IVV

iShares Core S&P 500

$17,177

MeasureFGDIVV

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield5.77%1.14%

5 years, per year+11.8%+11.4%

3 years, per year+25.0%+21.8%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y12.8%13.6%

4–2measures won
FGD first

1.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FGD, IVV, VOO

Today

92.2%most shared, IVV and VOO

FGDIVVVOO

FGD—1.0%0.9%

IVV1.0%—92.2%

VOO0.9%92.2%—

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

Income After Fees on $10,000

$522most kept, FGD

FGD$577 − $55 = $522

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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