WDIV vs SCHD

AWDIV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · WDIV $15,980

Lowest cost0.06%SCHD · $6 on $10k

Most income4.11%WDIV · $411 on $10k

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

Held in common4.8%WDIV and SCHD

WDIV

SCHD

State Street SPDR S&P Global Dividend ETF · $283MSchwab U.S. Dividend Equity ETF · $121B

+22.4%3 years · per year$18,346 · $17,908+21.4%

+9.8%5 years · per year$15,980 · $16,881+11.0%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

4.11%12-mo yield$411 · $291 on $10k2.91%

−8.6%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsWDIV · SCHD

1.8%MO3.0%

1.5%VZ3.5%

1.3%OKE1.4%

1.0%COLB0.2%

Held in common4.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk		0.40%	4.11%	+2.3%	+15.9%	+22.0%	+22.4%	+9.8%	−8.6%	$283M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk		0.40%	4.11%	+2.3%	+15.9%	+22.0%	+22.4%	+9.8%	−8.6%	$283M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WDIV vs SCHD

WDIV

SPDR S&P Global Dividend

$15,980

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureWDIVSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield4.11%2.91%

5 years, per year+9.8%+11.0%

3 years, per year+22.4%+21.4%

Worst drop · 1Y−8.6%−6.9%

Volatility · 1Y10.4%11.5%

3–3measures won
level

4.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: WDIV, SCHD

Today

4.8%most shared, WDIV and SCHD

WDIVSCHD

WDIV—4.8%

SCHD4.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$371most kept, WDIV

WDIV$411 − $40 = $371

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee