Compare · 2 funds side by side · dividends reinvested

IDV and CGDV

IDViShares×CGDVCapital Group×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,647IDV · best of the two

Story of the two · IncomeMost incomeIDV · 5.67% · $567 a year on $10k

Story of the two · RiskSmallest drop

IDV and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares International Select Dividend ETFIncome · Dividend stocks0.50%5.67%+13.0%+18.0%+26.2%+13.3%−8.5%13.8%$8.4B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$38.7B1.7

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

End-of-day Nov 12, 2026 · returns include dividends · since: IDV 2007 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares International Select Dividend ETF · $8.4B$18,647

IDV

CGDV

Capital Group Dividend Value ETF · $38.7B[…]

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

IDVMeasureCGDV

+13.0%

More Ways to See the Pairs

IDV vs CGDV: Top 5 Holdings

Today

IDV

17.1%in top 5

CGDV

in top 524.0%

IDVStockCGDV

not top 5MSFT6.6%

not top 5NVDA5.3%

4.8%TTE.PAnot top 5

not top 5AVGO4.7%

not top 5META

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 12, 2026 · fee on $10,000 a year

Yields: IDV, CGDV

1Y

5.67%highest, IDV

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+12.7%

+18.0%1 yearTotal return+13.9%

+26.2%3 years · per year$10,000 became $20,085 · $18,895+23.6%

+13.3%5 years · per year$10,000 became $18,647 · […][…]

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

5.67%Trailing 12-mo yield$567 · $124 a year on $10k1.24%

−8.5%Worst dropSmaller is better−9.7%

13.8%VolatilityLower is calmer13.5%

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

5–2IDV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.0%

3.9%BATS.Lnot top 5

not top 5ORCL3.3%

3.0%ENEL.MInot top 5

3.0%ENI.MInot top 5

2.4%RIO.Lnot top 5

Held in common2.5%

End-of-day Nov 12, 2026 · share of each fund

IDV vs CGDV Returns, Every Period

1Y

iSharesIDV

+18.0%

past year

CGDVCapital Group

+13.9%

past year

IDVCGDVFaded: behind in that period

3–0IDV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

IDV vs CGDV

YTD

iSharesIDV

+13.0%

CGDVCapital Group

+12.7%

+13.0%Year to date+12.7%

−8.5%Worst drop · 1Y−9.7%

13.8%Volatility · 1Y13.5%

5.7%Yield1.2%

$8.4BAssets$38.7B

3–1IDV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

IDV5.67%$567

CGDV1.24%$124

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

Income After Fees on $10,000

1Y

$517most kept, IDV

IDV$567 − $50 = $517

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+18.0%IDV, at 13.8% volatility

CGDVWorst drop−9.7%13.5% vol

IDVWorst drop−8.5%13.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IDVCGDV

+13.0%Year to date+12.7%

5.7%Yield1.2%

+18.0%Past year+13.9%

0.50%Fee0.33%

3–1IDV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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IDV and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two