FID vs WDIV

AFID

BWDIV

Measures won0–4WDIV wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income4.25%WDIV · $425 on $10k

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

Held in common63.3%FID and WDIV

FID

WDIV

First Trust S&P International Dividend Aristocrats ETF · $172MState Street SPDR S&P Global Dividend ETF · $286M

+20.6%3 years · per year$17,528 · $17,551+20.6%

+9.1%5 years · per year$15,431 · $15,515+9.2%

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

4.02%12-mo yield$402 · $425 on $10k4.25%

−8.9%Worst dropSmaller wins−8.6%

10.7%VolatilityLower wins10.7%

0–4WDIV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFID · WDIV

2.6%LGEN.L2.0%

2.3%0992.HK1.9%

2.4%TEP.PA1.8%

2.3%APA.AX1.7%

Held in common63.3%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
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
4	AFID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	4.02%	−1.0%	+10.9%	+16.7%	+20.6%	+9.1%	−8.9%	$172M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
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
4	AFID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	4.02%	−1.0%	+10.9%	+16.7%	+20.6%	+9.1%	−8.9%	$172M

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

FID vs WDIV

FID

First Trust S&P International Dividend Aristocrats

$15,431

WDIV

SPDR S&P Global Dividend

$15,515

MeasureFIDWDIV

Fee0.60%0.40%

Cost on $10k a year$60$40

Yield4.02%4.25%

5 years, per year+9.1%+9.2%

3 years, per year+20.6%+20.6%

Worst drop · 1Y−8.9%−8.6%

Volatility · 1Y10.7%10.7%

4–0measures won
WDIV first

63.3%

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX 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

Overlap: FID, WDIV, SMH, SCHD

Today

63.3%most shared, FID and WDIV

FIDWDIVSMHSCHD

FID—63.3%0.0%0.0%

WDIV63.3%—0.0%4.7%

SMH0.0%0.0%—7.9%

SCHD0.0%4.7%7.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$385most kept, WDIV

WDIV$425 − $40 = $385

FID$402 − $60 = $342

SCHD$300 − $6 = $294

SMH$24 − $35 = −$11

KeptFee

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