FGD vs WDIV

AFGD

BWDIV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,710FGD · WDIV $15,576

Lowest cost0.40%WDIV · $40 on $10k

Most income5.65%FGD · $565 on $10k

Smallest drop−8.6%WDIV · worst fall in 1Y

Held in common14.3%FGD and WDIV

FGD

WDIV

First Trust Dow Jones Global Select Dividend Index Fund · $1.6BState Street SPDR S&P Global Dividend ETF · $281M

+26.2%3 years · per year$20,119 · $17,881+21.4%

+12.1%5 years · per year$17,710 · $15,576+9.3%

0.55%Expense ratio$55 · $40 on $10k · lower wins0.40%

5.65%12-mo yield$565 · $420 on $10k4.20%

−9.8%Worst dropSmaller wins−8.6%

12.7%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFGD · WDIV

1.9%TEP.PA1.9%

1.6%LGEN.L2.0%

1.3%NWBI1.5%

1.2%MO1.8%

Held in common14.3%

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

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	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk		0.40%	4.20%	−2.1%	+13.5%	+19.7%	+21.4%	+9.3%	−8.6%	$281M

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	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk		0.40%	4.20%	−2.1%	+13.5%	+19.7%	+21.4%	+9.3%	−8.6%	$281M

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 WDIV

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,710

WDIV

SPDR S&P Global Dividend

$15,576

MeasureFGDWDIV

Fee0.55%0.40%

Cost on $10k a year$55$40

Yield5.65%4.20%

5 years, per year+12.1%+9.3%

3 years, per year+26.2%+21.4%

Worst drop · 1Y−9.8%−8.6%

Volatility · 1Y12.7%10.6%

3–3measures won
level

14.3%

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, WDIV

Today

14.3%most shared, FGD and WDIV

FGDWDIV

FGD—14.3%

WDIV14.3%—

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

WDIV$420 − $40 = $380

KeptFee

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