WDIV vs VYM

AWDIV

BVYM

Measures won2–3VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · WDIV $15,576

Lowest cost0.04%VYM · $4 on $10k

Most income4.20%WDIV · $420 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common2.5%WDIV and VYM

WDIV

VYM

State Street SPDR S&P Global Dividend ETF · $281MVanguard High Dividend Yield ETF · $78.9B

+21.4%3 years · per year$17,881 · $17,266+20.0%

+9.3%5 years · per year$15,576 · $17,002+11.2%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

4.20%12-mo yield$420 · $230 on $10k2.30%

−8.6%Worst dropSmaller wins−6.7%

10.6%VolatilityLower wins10.6%

2–3VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsWDIV · VYM

1.5%VZ0.8%

1.5%PFE0.7%

1.8%MO0.5%

1.2%OKE0.2%

Held in common2.5%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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 VYM

WDIV

SPDR S&P Global Dividend

$15,576

VYM

Vanguard High Dividend Yield

$17,002

MeasureWDIVVYM

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield4.20%2.30%

5 years, per year+9.3%+11.2%

3 years, per year+21.4%+20.0%

Worst drop · 1Y−8.6%−6.7%

Volatility · 1Y10.6%10.6%

3–2measures won
VYM first

2.5%

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%

$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

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

Overlap: WDIV, VYM

Today

2.5%most shared, WDIV and VYM

WDIVVYM

WDIV—2.5%

VYM2.5%—

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

VYM$230 − $4 = $226

KeptFee

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