WDIV vs CGDV

AWDIV

BCGDV

Measures won3–2WDIV wins · of 6 · 5Y

$10,000 · 5Y$15,980WDIV

Lowest cost0.33%CGDV · $33 on $10k

Most income4.11%WDIV · $411 on $10k

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

Held in common2.7%WDIV and CGDV

WDIV

CGDV

State Street SPDR S&P Global Dividend ETF · $283MCapital Group Dividend Value ETF · $38.8B

+22.4%3 years · per year$18,346 · $20,044+26.1%

+9.8%5 years · per year$15,980 · […][…]

0.40%Expense ratio$40 · $33 on $10k · lower wins0.33%

4.11%12-mo yield$411 · $122 on $10k1.22%

−8.6%Worst dropSmaller wins−9.7%

10.4%VolatilityLower wins12.6%

3–2WDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsWDIV · CGDV

1.1%TRP.TO1.0%

1.6%CNQ.TO0.9%

1.8%MO0.8%

Held in common2.7%

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

Both

5Y2 funds

#			Trend
1	AWDIV	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%	$283M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

Both

5Y2 funds

#			Trend
1	AWDIV	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%	$283M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

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

WDIV vs CGDV

WDIV

SPDR S&P Global Dividend

$15,980

CGDV

Capital Group Dividend Value

[…]

MeasureWDIVCGDV

Fee0.40%0.33%

Cost on $10k a year$40$33

Yield4.11%1.22%

5 years, per year+9.8%[…]

3 years, per year+22.4%+26.1%

Worst drop · 1Y−8.6%−9.7%

Volatility · 1Y10.4%12.6%

3–2measures won
WDIV first

2.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: WDIV, CGDV

Today

2.7%most shared, WDIV and CGDV

WDIVCGDV

WDIV—2.7%

CGDV2.7%—

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

CGDV$122 − $33 = $89

KeptFee

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