FGD vs WDIV

AFGD

BWDIV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,480FGD · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income5.77%FGD · $577 on $10k

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

Held in common14.2%FGD and WDIV

FGD

WDIV

First Trust Dow Jones Global Select Dividend Index Fund · $1.6BState Street SPDR S&P Global Dividend ETF · $286M

+25.0%3 years · per year$19,517 · $17,551+20.6%

+11.8%5 years · per year$17,480 · $15,515+9.2%

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

5.77%12-mo yield$577 · $425 on $10k4.25%

−9.8%Worst dropSmaller wins−8.6%

12.8%VolatilityLower wins10.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFGD · WDIV

1.9%TEP.PA1.8%

1.6%LGEN.L2.0%

1.3%NWBI1.5%

1.2%MO1.8%

Held in common14.2%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.25%	−1.1%	+12.2%	+17.5%	+20.6%	+9.2%	−8.6%	$286M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.25%	−1.1%	+12.2%	+17.5%	+20.6%	+9.2%	−8.6%	$286M

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 WDIV

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,480

WDIV

SPDR S&P Global Dividend

$15,515

MeasureFGDWDIV

Fee0.55%0.40%

Cost on $10k a year$55$40

Yield5.77%4.25%

5 years, per year+11.8%+9.2%

3 years, per year+25.0%+20.6%

Worst drop · 1Y−9.8%−8.6%

Volatility · 1Y12.8%10.7%

3–3measures won
level

14.2%

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, WDIV, SCHD

Today

14.2%most shared, FGD and WDIV

FGDWDIVSCHD

FGD—14.2%5.4%

WDIV14.2%—4.7%

SCHD5.4%4.7%—

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

WDIV$425 − $40 = $385

SCHD$300 − $6 = $294

KeptFee

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