Compare · 2 funds side by side · dividends reinvested

CGDV and IEFA

CGDVCapital Group×IEFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,591IEFA · best of the two

02 / 04

CGDV and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$37.9B1.3

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.47%+7.7%+11.9%+18.5%+7.8%−11.5%16.2%$187B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CGDV 2022 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $37.9B[…]

CGDV

IEFA

iShares Core MSCI EAFE ETF · $187B$14,591

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

CGDVMeasureIEFA

+9.6%Year to dateJan 1 → Nov 6+7.7%

+12.9%1 yearTotal return+11.9%

+23.5%3 years · per year$10,000 became $18,840 · $16,646+18.5%

[…]5 years · per year$10,000 became […] · $14,591+7.8%

0.33%Expense ratio$33 · $7 a year on $10k · lower is better0.07%

1.27%Trailing 12-mo yield$127 · $347 a year on $10k3.47%

−9.7%Worst dropSmaller is better−11.5%

13.4%VolatilityLower is calmer16.2%

CGDVIEFA Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2CGDV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs IEFA: Top 5 Holdings

Today

CGDV

23.9%in top 5

IEFA

in top 57.1%

CGDVStockIEFA

7.0%MSFTnot top 5

5.7%NVDAnot top 5

4.0%AVGOnot top 5

3.9%METAnot top 5

3.2%RTXnot top 5

not top 5ASML.AS2.2%

not top 5ROP.SW1.3%

not top 5NOVN.SW1.2%

not top 5HSBA.L1.2%

not top 5SHEL.L1.2%

Held in common0.5%

End-of-day Nov 6, 2026 · share of each fund

CGDV vs IEFA Returns, Every Period

Capital GroupCGDV

+12.9%

past year

IEFAiShares

+11.9%

past year

CGDVIEFAFaded: behind in that period

3–0CGDV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs International: CGDV vs IEFA

YTD

Capital GroupCGDV

+9.6%

IEFAiShares

+7.7%

+9.6%Year to date+7.7%

−9.7%Worst drop · 1Y−11.5%

13.4%Volatility · 1Y16.2%

1.3%Yield3.5%

$37.9BAssets$187B

3–1CGDV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

CGDV0.33%$33

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CGDV, IEFA

3.47%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.47%$347

CGDV1.27%$127

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$340most kept, IEFA

IEFA$347 − $7 = $340

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CGDV, IEFA

Today

0.5%most shared, CGDV and IEFA

CGDVIEFA

CGDV—0.5%

IEFA0.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.9%CGDV, at 13.4% volatility

CGDVWorst drop−9.7%13.4% vol

IEFAWorst drop−11.5%16.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IEFACGDV

+7.7%Year to date+9.6%

3.5%Yield1.3%

+11.9%Past year+12.9%

0.07%Fee0.33%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026