WDIV vs FID

AWDIV

BFID

Measures won4–0WDIV wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · WDIV $15,515

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%WDIV and FID

WDIV

FID

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

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

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

0.40%Expense ratio$40 · $60 on $10k · lower wins0.60%

4.25%12-mo yield$425 · $402 on $10k4.02%

−8.6%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins10.7%

4–0WDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDIV · FID

2.0%LGEN.L2.6%

1.9%0992.HK2.3%

1.8%TEP.PA2.4%

1.7%APA.AX2.3%

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 Three

5Y3 funds

#
1	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
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	BFID	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 Three

5Y3 funds

#
1	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
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	BFID	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

WDIV vs FID

WDIV

SPDR S&P Global Dividend

$15,515

FID

First Trust S&P International Dividend Aristocrats

$15,431

MeasureWDIVFID

Fee0.40%0.60%

Cost on $10k a year$40$60

Yield4.25%4.02%

5 years, per year+9.2%+9.1%

3 years, per year+20.6%+20.6%

Worst drop · 1Y−8.6%−8.9%

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

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

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, FID, SCHD

Today

63.3%most shared, WDIV and FID

WDIVFIDSCHD

WDIV—63.3%4.7%

FID63.3%—0.0%

SCHD4.7%0.0%—

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

KeptFee

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