WDIV vs CGDV

AWDIV

BCGDV

Measures won3–2WDIV wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · WDIV $15,515

Lowest cost0.04%VYM · $4 on $10k

Most income4.25%WDIV · $425 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common2.7%WDIV and CGDV

WDIV

CGDV

State Street SPDR S&P Global Dividend ETF · $284MCapital Group Dividend Value ETF · $37.9B

+20.6%3 years · per year$17,551 · $18,840+23.5%

+9.2%5 years · per year$15,515 · […][…]

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

4.25%12-mo yield$425 · $127 on $10k1.27%

−8.6%Worst dropSmaller wins−9.7%

10.7%VolatilityLower wins13.4%

3–2WDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDIV · CGDV

1.1%TRP.TO1.0%

1.8%MO0.8%

1.4%CNQ.TO0.8%

Held in common2.7%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AWDIV	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%	$284M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AWDIV	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%	$284M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

WDIV vs CGDV

WDIV

SPDR S&P Global Dividend

$15,515

CGDV

Capital Group Dividend Value

[…]

MeasureWDIVCGDV

Fee0.40%0.33%

Cost on $10k a year$40$33

Yield4.25%1.27%

5 years, per year+9.2%[…]

3 years, per year+20.6%+23.5%

Worst drop · 1Y−8.6%−9.7%

Volatility · 1Y10.7%13.4%

3–2measures won
WDIV first

2.7%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: WDIV, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

WDIVCGDVVYM

WDIV—2.7%2.5%

CGDV2.7%—22.8%

VYM2.5%22.8%—

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

VYM$231 − $4 = $227

CGDV$127 − $33 = $94

KeptFee

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