FGD vs VYM

AFGD

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,480FGD · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income5.77%FGD · $577 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common2.5%FGD and VYM

FGD

VYM

First Trust Dow Jones Global Select Dividend Index Fund · $1.6BVanguard High Dividend Yield ETF · $78.9B

+25.0%3 years · per year$19,517 · $17,107+19.6%

+11.8%5 years · per year$17,480 · $16,941+11.1%

0.55%Expense ratio$55 · $4 on $10k · lower wins0.04%

5.77%12-mo yield$577 · $231 on $10k2.31%

−9.8%Worst dropSmaller wins−6.7%

12.8%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFGD · VYM

0.9%VZ0.8%

1.2%MO0.5%

1.0%UPS0.3%

0.7%F0.2%

Held in common2.5%

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

Both

5Y2 funds

#			Trend
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

End-of-day Nov 6, 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%	5.77%	−2.1%	+13.8%	+20.8%	+25.0%	+11.8%	−9.8%	$1.6B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

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 VYM

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,480

VYM

Vanguard High Dividend Yield

$16,941

MeasureFGDVYM

Fee0.55%0.04%

Cost on $10k a year$55$4

Yield5.77%2.31%

5 years, per year+11.8%+11.1%

3 years, per year+25.0%+19.6%

Worst drop · 1Y−9.8%−6.7%

Volatility · 1Y12.8%10.6%

3–3measures won
level

2.5%

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: FGD, VYM

Today

2.5%most shared, FGD and VYM

FGDVYM

FGD—2.5%

VYM2.5%—

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

VYM$231 − $4 = $227

KeptFee

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