Compare · 2 funds side by side · dividends reinvested

IDV and CGDV

IDViShares×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,783IDV · best of the two

02 / 04

IDV and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares International Select Dividend ETFIncome · Dividend stocks0.50%5.57%+15.1%+23.2%+27.7%+13.4%−8.5%13.5%$8.3B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: IDV 2007 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares International Select Dividend ETF · $8.3B$18,783

IDV

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

IDVMeasureCGDV

+15.1%Year to dateJan 1 → Nov 4+14.6%

+23.2%1 yearTotal return+17.5%

+27.7%3 years · per year$10,000 became $20,823 · $20,044+26.1%

+13.4%5 years · per year$10,000 became $18,783 · […][…]

0.50%Expense ratio$50 · $33 a year on $10k · lower is better0.33%

5.57%Trailing 12-mo yield$557 · $122 a year on $10k1.22%

−8.5%Worst dropSmaller is better−9.7%

13.5%VolatilityLower is calmer12.6%

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

5–2IDV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IDV vs CGDV: Top 5 Holdings

Today

IDV

17.5%in top 5

CGDV

in top 524.6%

IDVStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

5.1%TTE.PAnot top 5

not top 5AVGO4.4%

3.9%BATS.Lnot top 5

not top 5META3.8%

not top 5RTX3.3%

3.1%ENI.MInot top 5

2.9%ENEL.MInot top 5

2.5%REP.MCnot top 5

Held in common2.5%

End-of-day Nov 4, 2026 · share of each fund

IDV vs CGDV Returns, Every Period

iSharesIDV

+23.2%

past year

CGDVCapital Group

+17.5%

past year

IDVCGDVFaded: behind in that period

3–0IDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IDV vs CGDV

YTD

iSharesIDV

+15.1%

CGDVCapital Group

+14.6%

+15.1%Year to date+14.6%

−8.5%Worst drop · 1Y−9.7%

13.5%Volatility · 1Y12.6%

5.6%Yield1.2%

$8.3BAssets$38.8B

3–1IDV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDV, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

IDV0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IDV, CGDV

5.57%highest, IDV

FundTrailing yieldYield$10k

IDV5.57%$557

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$507most kept, IDV

IDV$557 − $50 = $507

CGDV$122 − $33 = $89

KeptFee

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

Overlap: IDV, CGDV

Today

2.5%most shared, IDV and CGDV

IDVCGDV

IDV—2.5%

CGDV2.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.2%IDV, at 13.5% volatility

CGDVWorst drop−9.7%12.6% vol

IDVWorst drop−8.5%13.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IDVCGDV

+15.1%Year to date+14.6%

5.6%Yield1.2%

+23.2%Past year+17.5%

0.50%Fee0.33%

3–1IDV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026