Compare · 2 funds side by side · dividends reinvested

INEQ and CGDV

INEQColumbia Threadneedle×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,765INEQ · best of the two

02 / 04

INEQ and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.4

Columbia International Equity Income ETFIncome · Dividend stocks0.45%9.90%+11.6%+18.8%+22.7%+13.4%−9.5%14.5%$92M1.5

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: INEQ 2016 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Columbia International Equity Income ETF · $92M$18,765

INEQ

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

INEQMeasureCGDV

+11.6%Year to dateJan 1 → Nov 4+14.6%

+18.8%1 yearTotal return+17.5%

+22.7%3 years · per year$10,000 became $18,475 · $20,044+26.1%

+13.4%5 years · per year$10,000 became $18,765 · […][…]

0.45%Expense ratio$45 · $33 a year on $10k · lower is better0.33%

9.90%Trailing 12-mo yield$990 · $122 a year on $10k1.22%

−9.5%Worst dropSmaller is better−9.7%

14.5%VolatilityLower is calmer12.6%

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

3–4CGDV wins

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

More Ways to See the Pairs

INEQ vs CGDV: Top 5 Holdings

Today

INEQ

20.7%in top 5

CGDV

in top 524.6%

INEQStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

4.3%8058.Tnot top 5

4.2%BHP.AXnot top 5

4.1%DTE.DEnot top 5

4.1%UCG.MInot top 5

3.9%ENR.DEnot top 5

not top 5META3.8%

not top 5RTX3.3%

Held in common0.0%

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

INEQ vs CGDV Returns, Every Period

Columbia ThreadneedleINEQ

+18.8%

past year

CGDVCapital Group

+17.5%

past year

INEQCGDVFaded: behind in that period

1–2CGDV wins

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

INEQ vs CGDV

YTD

Columbia ThreadneedleINEQ

+11.6%

CGDVCapital Group

+14.6%

+11.6%Year to date+14.6%

−9.5%Worst drop · 1Y−9.7%

14.5%Volatility · 1Y12.6%

9.9%Yield1.2%

$92.1MAssets$38.8B

2–2level

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

Cost, Income and Risk

Fees: INEQ, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

INEQ0.45%$45

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

Yields: INEQ, CGDV

9.90%highest, INEQ

FundTrailing yieldYield$10k

INEQ9.90%$990

CGDV1.22%$122

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

Income After Fees on $10,000

$945most kept, INEQ

INEQ$990 − $45 = $945

CGDV$122 − $33 = $89

KeptFee

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

Overlap: INEQ, CGDV

Today

0.0%most shared, INEQ and CGDV

INEQCGDV

INEQ—0.0%

CGDV0.0%—

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

Return vs Bumpiness: 2 ETFs

+18.8%INEQ, at 14.5% volatility

CGDVWorst drop−9.7%12.6% vol

INEQWorst drop−9.5%14.5% vol

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

Paid More vs Made More

YTD

INEQCGDV

+11.6%Year to date+14.6%

9.9%Yield1.2%

+18.8%Past year+17.5%

0.45%Fee0.33%

2–2level

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