WDIV vs SCHD

AWDIV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income4.25%WDIV · $425 on $10k

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

Held in common4.7%WDIV and SCHD

WDIV

SCHD

State Street SPDR S&P Global Dividend ETF · $286MSchwab U.S. Dividend Equity ETF · $120B

+20.6%3 years · per year$17,551 · $17,266+20.0%

+9.2%5 years · per year$15,515 · $16,267+10.2%

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

4.25%12-mo yield$425 · $300 on $10k3.00%

−8.6%Worst dropSmaller wins−6.9%

10.7%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDIV · SCHD

1.8%MO3.1%

1.5%VZ3.6%

1.2%OKE1.3%

1.0%COLB0.2%

Held in common4.7%

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	BSCHD	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

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	BSCHD	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

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 SCHD

WDIV

SPDR S&P Global Dividend

$15,515

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureWDIVSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield4.25%3.00%

5 years, per year+9.2%+10.2%

3 years, per year+20.6%+20.0%

Worst drop · 1Y−8.6%−6.9%

Volatility · 1Y10.7%11.7%

3–3measures won
level

4.7%

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, SCHD, VUG

Today

4.7%most shared, WDIV and SCHD

WDIVSCHDVUG

WDIV—4.7%0.0%

SCHD4.7%—0.8%

VUG0.0%0.8%—

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

VUG$42 − $3 = $39

KeptFee

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