WDIV vs VYM

AWDIV

BVYM

Measures won2–3VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · SCHD $16,459

Lowest cost0.04%VYM · $4 on $10k

Most income4.18%WDIV · $418 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 · $278MVanguard High Dividend Yield ETF · $78.9B

+20.3%3 years · per year$17,407 · $17,150+19.7%

+9.3%5 years · per year$15,634 · $17,254+11.5%

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

4.18%12-mo yield$418 · $226 on $10k2.26%

−8.6%Worst dropSmaller wins−6.7%

10.8%VolatilityLower wins10.8%

2–3VYM wins

$10,000 · 5 yearsAll three, one 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 9, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.18%	+1.6%	+14.1%	+18.9%	+20.3%	+9.3%	−8.6%	$278M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.18%	+1.6%	+14.1%	+18.9%	+20.3%	+9.3%	−8.6%	$278M

End-of-day Nov 9, 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

$15,634

VYM

Vanguard High Dividend Yield

$17,254

MeasureWDIVVYM

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield4.18%2.26%

5 years, per year+9.3%+11.5%

3 years, per year+20.3%+19.7%

Worst drop · 1Y−8.6%−6.7%

Volatility · 1Y10.8%10.8%

3–2measures won
VYM first

2.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: WDIV, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

WDIVVYMSCHD

WDIV—2.5%4.7%

VYM2.5%—21.9%

SCHD4.7%21.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$378most kept, WDIV

WDIV$418 − $40 = $378

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee