FGD vs SNPD

AFGD

BSNPD

Measures won2–3SNPD wins · of 6 · 5Y

$10,000 · 5Y$17,710FGD · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income5.65%FGD · $565 on $10k

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

Held in common7.3%FGD and SNPD

FGD

SNPD

First Trust Dow Jones Global Select Dividend Index Fund · $1.6BXtrackers S&P Dividend Aristocrats Screened ETF · $4M

+26.2%3 years · per year$20,119 · $15,137+14.8%

+12.1%5 years · per year$17,710 · […][…]

0.55%Expense ratio$55 · $15 on $10k · lower wins0.15%

5.65%12-mo yield$565 · $307 on $10k3.07%

−9.8%Worst dropSmaller wins−8.7%

12.7%VolatilityLower wins12.3%

2–3SNPD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFGD · SNPD

2.8%RHI3.7%

1.5%BBY2.9%

1.1%TROW1.7%

1.0%BEN2.2%

Held in common7.3%

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

All Three

5Y3 funds

#
1	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
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BSNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk	0.15%	3.07%	−1.7%	+19.6%	+24.0%	+14.8%	new	−8.7%	$4M

End-of-day Nov 5, 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%	5.65%	−1.3%	+16.3%	+24.9%	+26.2%	+12.1%	−9.8%	$1.6B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	BSNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk	0.15%	3.07%	−1.7%	+19.6%	+24.0%	+14.8%	new	−8.7%	$4M

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 SNPD

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,710

SNPD

Xtrackers S&P Dividend Aristocrats Screened

[…]

MeasureFGDSNPD

Fee0.55%0.15%

Cost on $10k a year$55$15

Yield5.65%3.07%

5 years, per year+12.1%[…]

3 years, per year+26.2%+14.8%

Worst drop · 1Y−9.8%−8.7%

Volatility · 1Y12.7%12.3%

3–2measures won
SNPD first

7.3%

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, SNPD, SCHD

Today

16.5%most shared, SNPD and SCHD

FGDSNPDSCHD

FGD—7.3%5.4%

SNPD7.3%—16.5%

SCHD5.4%16.5%—

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

SNPD$307 − $15 = $292

SCHD$298 − $6 = $292

KeptFee

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