Compare · 2 funds side by side · dividends reinvested

IDV and HDEF

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,903HDEF · best of the two

02 / 04

IDV and HDEF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Xtrackers MSCI EAFE High Dividend Yield Equity ETFIncome · Dividend stocks0.09%3.62%+16.7%+23.8%+21.6%+13.6%−8.1%12.2%$2.3B1.3

iShares International Select Dividend ETFIncome · Dividend stocks0.50%5.57%+15.1%+23.2%+27.7%+13.4%−8.5%13.5%$8.3B1.8

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 · HDEF 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

IDV

HDEF

Xtrackers MSCI EAFE High Dividend Yield Equity ETF · $2.3B$18,903

$10,000 five years ago, dividends reinvested · they hold 15.1% in common

IDVMeasureHDEF

+15.1%Year to dateJan 1 → Nov 4+16.7%

+23.2%1 yearTotal return+23.8%

+27.7%3 years · per year$10,000 became $20,823 · $17,998+21.6%

+13.4%5 years · per year$10,000 became $18,783 · $18,903+13.6%

0.50%Expense ratio$50 · $9 a year on $10k · lower is better0.09%

5.57%Trailing 12-mo yield$557 · $362 a year on $10k3.62%

−8.5%Worst dropSmaller is better−8.1%

13.5%VolatilityLower is calmer12.2%

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

2–6HDEF 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 HDEF: Top 5 Holdings

Today

IDV

17.5%in top 5

HDEF

in top 525.3%

IDVStockHDEF

not top 5SHEL.L5.7%

not top 5ROP.SW5.4%

5.1%TTE.PAnot top 5

not top 5NOVN.SW5.0%

not top 5NESN.SW4.8%

not top 5ALV.DE4.4%

3.9%BATS.Lnot top 5

3.1%ENI.MInot top 5

2.9%ENEL.MInot top 5

2.5%REP.MCnot top 5

Held in common15.1%

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

IDV vs HDEF Returns, Every Period

iSharesIDV

+13.4%

5 years, per year

HDEFXtrackers

+13.6%

5 years, per year

IDVHDEFFaded: behind in that period

1–3HDEF wins

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

IDV vs HDEF

YTD

iSharesIDV

+15.1%

HDEFXtrackers

+16.7%

+15.1%Year to date+16.7%

−8.5%Worst drop · 1Y−8.1%

13.5%Volatility · 1Y12.2%

5.6%Yield3.6%

$8.3BAssets$2.3B

3–1HDEF wins

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

Cost, Income and Risk

Fees: IDV, HDEF

Today

0.09%lowest, HDEF

FundExpense ratioFee$10k

HDEF0.09%$9

IDV0.50%$50

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

Yields: IDV, HDEF

5.57%highest, IDV

FundTrailing yieldYield$10k

IDV5.57%$557

HDEF3.62%$362

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

Income After Fees on $10,000

$507most kept, IDV

IDV$557 − $50 = $507

HDEF$362 − $9 = $353

KeptFee

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

Overlap: IDV, HDEF

Today

15.1%most shared, IDV and HDEF

IDVHDEF

IDV—15.1%

HDEF15.1%—

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

Return vs Bumpiness: 2 ETFs

+23.8%HDEF, at 12.2% volatility

HDEFWorst drop−8.1%12.2% 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

IDVHDEF

+15.1%Year to date+16.7%

5.6%Yield3.6%

+23.2%Past year+23.8%

0.50%Fee0.09%

3–1HDEF 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