WDIV vs FGD

AWDIV

BFGD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,480FGD · WDIV $15,515

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common14.2%WDIV and FGD

WDIV

FGD

State Street SPDR S&P Global Dividend ETF · $286MFirst Trust Dow Jones Global Select Dividend Index Fund · $1.6B

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

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

0.40%Expense ratio$40 · $55 on $10k · lower wins0.55%

4.25%12-mo yield$425 · $577 on $10k5.77%

−8.6%Worst dropSmaller wins−9.8%

10.7%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDIV · FGD

1.8%TEP.PA1.9%

2.0%LGEN.L1.6%

1.5%NWBI1.3%

1.8%MO1.2%

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	BFGD	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	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%	$286M
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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	BFGD	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	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%	$286M
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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 FGD

WDIV

SPDR S&P Global Dividend

$15,515

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,480

MeasureWDIVFGD

Fee0.40%0.55%

Cost on $10k a year$40$55

Yield4.25%5.77%

5 years, per year+9.2%+11.8%

3 years, per year+20.6%+25.0%

Worst drop · 1Y−8.6%−9.8%

Volatility · 1Y10.7%12.8%

3–3measures won
level

14.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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: WDIV, FGD, JEPI

Today

14.2%most shared, WDIV and FGD

WDIVFGDJEPI

WDIV—14.2%0.6%

FGD14.2%—0.8%

JEPI0.6%0.8%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FGD$577 − $55 = $522

WDIV$425 − $40 = $385

KeptFee

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