WDIV vs FGD

AWDIV

BFGD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,710FGD · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income5.65%FGD · $565 on $10k

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

Held in common14.3%WDIV and FGD

WDIV

FGD

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

+21.4%3 years · per year$17,881 · $20,119+26.2%

+9.3%5 years · per year$15,576 · $17,710+12.1%

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

4.20%12-mo yield$420 · $565 on $10k5.65%

−8.6%Worst dropSmaller wins−9.8%

10.6%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDIV · FGD

1.9%TEP.PA1.9%

2.0%LGEN.L1.6%

1.5%NWBI1.3%

1.8%MO1.2%

Held in common14.3%

End-of-day Nov 5, 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%	5.65%	−1.3%	+16.3%	+24.9%	+26.2%	+12.1%	−9.8%	$1.6B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.20%	−2.1%	+13.5%	+19.7%	+21.4%	+9.3%	−8.6%	$286M

End-of-day Nov 5, 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%	5.65%	−1.3%	+16.3%	+24.9%	+26.2%	+12.1%	−9.8%	$1.6B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.20%	−2.1%	+13.5%	+19.7%	+21.4%	+9.3%	−8.6%	$286M

End-of-day Nov 5, 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

$15,576

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,710

MeasureWDIVFGD

Fee0.40%0.55%

Cost on $10k a year$40$55

Yield4.20%5.65%

5 years, per year+9.3%+12.1%

3 years, per year+21.4%+26.2%

Worst drop · 1Y−8.6%−9.8%

Volatility · 1Y10.6%12.7%

3–3measures won
level

14.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: WDIV, FGD, SCHD

Today

14.3%most shared, WDIV and FGD

WDIVFGDSCHD

WDIV—14.3%4.7%

FGD14.3%—5.4%

SCHD4.7%5.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$510most kept, FGD

FGD$565 − $55 = $510

WDIV$420 − $40 = $380

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee