WDIV vs VOO

AWDIV

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income4.11%WDIV · $411 on $10k

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

Held in common0.8%WDIV and VOO

WDIV

VOO

State Street SPDR S&P Global Dividend ETF · $281MVanguard S&P 500 ETF · $1.00T

+22.4%3 years · per year$18,346 · $19,172+24.2%

+9.8%5 years · per year$15,980 · $18,115+12.6%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

4.11%12-mo yield$411 · $105 on $10k1.05%

−8.6%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDIV · VOO

1.5%VZ0.3%

1.5%PFE0.2%

1.8%MO0.2%

1.3%OKE0.1%

Held in common0.8%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	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 VOO

WDIV

SPDR S&P Global Dividend

$15,980

VOO

Vanguard S&P 500

$18,115

MeasureWDIVVOO

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield4.11%1.05%

5 years, per year+9.8%+12.6%

3 years, per year+22.4%+24.2%

Worst drop · 1Y−8.6%−8.9%

Volatility · 1Y10.4%12.8%

3–3measures won
level

0.8%

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, VOO, IVV

Today

94.5%most shared, VOO and IVV

WDIVVOOIVV

WDIV—0.8%0.9%

VOO0.8%—94.5%

IVV0.9%94.5%—

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

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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