WDIV vs VUG

AWDIV

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income4.20%WDIV · $420 on $10k

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

Held in common0.0%WDIV and VUG

WDIV

VUG

State Street SPDR S&P Global Dividend ETF · $286MVanguard Morningstar Growth ETF · $233B

+21.4%3 years · per year$17,881 · $18,532+22.8%

+9.3%5 years · per year$15,576 · $16,052+9.9%

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

4.20%12-mo yield$420 · $43 on $10k0.43%

−8.6%Worst dropSmaller wins−15.1%

10.6%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDIV · VUG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	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%	$286M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	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%	$286M

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 VUG

WDIV

SPDR S&P Global Dividend

$15,576

VUG

Vanguard Morningstar Growth

$16,052

MeasureWDIVVUG

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield4.20%0.43%

5 years, per year+9.3%+9.9%

3 years, per year+21.4%+22.8%

Worst drop · 1Y−8.6%−15.1%

Volatility · 1Y10.6%19.0%

3–3measures won
level

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: WDIV, VUG, SCHD

Today

4.7%most shared, WDIV and SCHD

WDIVVUGSCHD

WDIV—0.0%4.7%

VUG0.0%—0.8%

SCHD4.7%0.8%—

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

SCHD$298 − $6 = $292

VUG$43 − $3 = $40

KeptFee

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