FGD vs SPY

AFGD

BSPY

Measures won4–2FGD wins · of 6 · 5Y

$10,000 · 5Y$17,710FGD · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income5.65%FGD · $565 on $10k

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

Held in common0.9%FGD and SPY

FGD

SPY

First Trust Dow Jones Global Select Dividend Index Fund · $1.6BState Street SPDR S&P 500 ETF · $805B

+26.2%3 years · per year$20,119 · $18,174+22.0%

+12.1%5 years · per year$17,710 · $17,099+11.3%

0.55%Expense ratio$55 · $9 on $10k · lower wins0.09%

5.65%12-mo yield$565 · $103 on $10k1.03%

−9.8%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins13.6%

4–2FGD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFGD · SPY

0.9%VZ0.3%

1.2%MO0.2%

1.0%UPS0.1%

0.7%F0.1%

Held in common0.9%

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	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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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	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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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 SPY

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,710

SPY

SPDR S&P 500

$17,099

MeasureFGDSPY

Fee0.55%0.09%

Cost on $10k a year$55$9

Yield5.65%1.03%

5 years, per year+12.1%+11.3%

3 years, per year+26.2%+22.0%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y12.7%13.6%

4–2measures won
FGD first

0.9%

holdings shared

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

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

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

Overlap: FGD, SPY

Today

0.9%most shared, FGD and SPY

FGDSPY

FGD—0.9%

SPY0.9%—

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

SPY$103 − $9 = $94

KeptFee

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