WDIV vs SPY

AWDIV

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · WDIV $15,980

Lowest cost0.09%SPY · $9 on $10k

Most income4.11%WDIV · $411 on $10k

Smallest drop−8.6%WDIV · worst fall in 1Y

Held in common0.9%WDIV and SPY

WDIV

SPY

State Street SPDR S&P Global Dividend ETF · $281MState Street SPDR S&P 500 ETF · $805B

+22.4%3 years · per year$18,346 · $19,132+24.1%

+9.8%5 years · per year$15,980 · $18,060+12.6%

0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%

4.11%12-mo yield$411 · $99 on $10k0.99%

−8.6%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsWDIV · SPY

1.5%VZ0.3%

1.5%PFE0.3%

1.8%MO0.2%

1.3%OKE0.1%

Held in common0.9%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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%	$281M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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%	$281M

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 SPY

WDIV

SPDR S&P Global Dividend

$15,980

SPY

SPDR S&P 500

$18,060

MeasureWDIVSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield4.11%0.99%

5 years, per year+9.8%+12.6%

3 years, per year+22.4%+24.1%

Worst drop · 1Y−8.6%−8.9%

Volatility · 1Y10.4%12.9%

3–3measures won
level

0.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: WDIV, SPY

Today

0.9%most shared, WDIV and SPY

WDIVSPY

WDIV—0.9%

SPY0.9%—

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

SPY$99 − $9 = $90

KeptFee

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