FID vs WDIV

AFID

BWDIV

Measures won0–5WDIV wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · WDIV $15,980

Lowest cost0.35%SMH · $35 on $10k

Most income4.11%WDIV · $411 on $10k

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

Held in common63.5%FID and WDIV

FID

WDIV

First Trust S&P International Dividend Aristocrats ETF · $169MState Street SPDR S&P Global Dividend ETF · $281M

+22.3%3 years · per year$18,289 · $18,346+22.4%

+9.6%5 years · per year$15,845 · $15,980+9.8%

0.60%Expense ratio$60 · $40 on $10k · lower wins0.40%

3.90%12-mo yield$390 · $411 on $10k4.11%

−8.9%Worst dropSmaller wins−8.6%

10.4%VolatilityLower wins10.4%

0–5WDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFID · WDIV

2.6%LGEN.L2.0%

2.5%0992.HK2.0%

2.4%TEP.PA1.9%

2.3%APA.AX1.7%

Held in common63.5%

End-of-day Nov 4, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.11%	+2.3%	+15.9%	+22.0%	+22.4%	+9.8%	−8.6%	$281M
3	AFID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	3.90%	+2.0%	+14.4%	+20.9%	+22.3%	+9.6%	−8.9%	$169M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.11%	+2.3%	+15.9%	+22.0%	+22.4%	+9.8%	−8.6%	$281M
3	AFID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	3.90%	+2.0%	+14.4%	+20.9%	+22.3%	+9.6%	−8.9%	$169M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FID vs WDIV

FID

First Trust S&P International Dividend Aristocrats

$15,845

WDIV

SPDR S&P Global Dividend

$15,980

MeasureFIDWDIV

Fee0.60%0.40%

Cost on $10k a year$60$40

Yield3.90%4.11%

5 years, per year+9.6%+9.8%

3 years, per year+22.3%+22.4%

Worst drop · 1Y−8.9%−8.6%

Volatility · 1Y10.4%10.4%

5–0measures won
WDIV first

63.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FID, WDIV, SMH

Today

63.5%most shared, FID and WDIV

FIDWDIVSMH

FID—63.5%0.0%

WDIV63.5%—0.0%

SMH0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$371most kept, WDIV

WDIV$411 − $40 = $371

FID$390 − $60 = $330

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee