WDIV vs SPYM

AWDIV

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · WDIV $15,576

Lowest cost0.02%SPYM · $2 on $10k

Most income4.20%WDIV · $420 on $10k

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

Held in common0.9%WDIV and SPYM

WDIV

SPYM

State Street SPDR S&P Global Dividend ETF · $281MState Street SPDR Portfolio S&P 500 ETF · $182B

+21.4%3 years · per year$17,881 · $18,222+22.1%

+9.3%5 years · per year$15,576 · $17,164+11.4%

0.40%Expense ratio$40 · $2 on $10k · lower wins0.02%

4.20%12-mo yield$420 · $106 on $10k1.06%

−8.6%Worst dropSmaller wins−8.9%

10.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsWDIV · SPYM

1.5%VZ0.3%

1.5%PFE0.3%

1.8%MO0.2%

1.2%OKE0.1%

Held in common0.9%

End-of-day Nov 5, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk		0.40%	4.20%	−2.1%	+13.5%	+19.7%	+21.4%	+9.3%	−8.6%	$281M

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk		0.40%	4.20%	−2.1%	+13.5%	+19.7%	+21.4%	+9.3%	−8.6%	$281M

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

Cards for this view

WDIV vs SPYM

WDIV

SPDR S&P Global Dividend

$15,576

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureWDIVSPYM

Fee0.40%0.02%

Cost on $10k a year$40$2

Yield4.20%1.06%

5 years, per year+9.3%+11.4%

3 years, per year+21.4%+22.1%

Worst drop · 1Y−8.6%−8.9%

Volatility · 1Y10.6%13.6%

3–3measures won
level

0.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: WDIV, SPYM

Today

0.9%most shared, WDIV and SPYM

WDIVSPYM

WDIV—0.9%

SPYM0.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$380most kept, WDIV

WDIV$420 − $40 = $380

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee