WDIV vs IWF

AWDIV

BIWF

Measures won5–1WDIV 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 common0.0%WDIV and IWF

WDIV

IWF

State Street SPDR S&P Global Dividend ETF · $286MiShares Russell 1000 Growth ETF · $115B

+20.6%3 years · per year$17,551 · $17,022+19.4%

+9.2%5 years · per year$15,515 · $15,442+9.1%

0.40%Expense ratio$40 · $18 on $10k · lower wins0.18%

4.25%12-mo yield$425 · $39 on $10k0.39%

−8.6%Worst dropSmaller wins−14.6%

10.7%VolatilityLower wins19.4%

5–1WDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDIV · IWF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	$119.9B
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%	$286M
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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%	$119.9B
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%	$286M
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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 IWF

WDIV

SPDR S&P Global Dividend

$15,515

IWF

iShares Russell 1000 Growth

$15,442

MeasureWDIVIWF

Fee0.40%0.18%

Cost on $10k a year$40$18

Yield4.25%0.39%

5 years, per year+9.2%+9.1%

3 years, per year+20.6%+19.4%

Worst drop · 1Y−8.6%−14.6%

Volatility · 1Y10.7%19.4%

5–1measures won
WDIV first

0.0%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

Overlap: WDIV, IWF, SCHD

Today

4.7%most shared, WDIV and SCHD

WDIVIWFSCHD

WDIV—0.0%4.7%

IWF0.0%—3.7%

SCHD4.7%3.7%—

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

SCHD$300 − $6 = $294

IWF$39 − $18 = $21

KeptFee

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