IAUI vs CGDV

AIAUI

BCGDV

Measures won1–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM

Lowest cost0.04%VYM · $4 on $10k

Most income14.18%IAUI · $1,418 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%IAUI and CGDV

IAUI

CGDV

NEOS Gold High Income ETF · $647MCapital Group Dividend Value ETF · $39.5B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

0.79%Expense ratio$79 · $33 on $10k · lower wins0.33%

14.18%12-mo yield$1,418 · $127 on $10k1.27%

−24.5%Worst dropSmaller wins−9.7%

23.6%VolatilityLower wins13.4%

1–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIAUI · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	AIAUI	NEOS Gold High Income ETFRead Desk	0.79%	14.18%	+0.6%	−7.1%	+0.4%	new	new	−24.5%	$647M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	AIAUI	NEOS Gold High Income ETFRead Desk	0.79%	14.18%	+0.6%	−7.1%	+0.4%	new	new	−24.5%	$647M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IAUI vs CGDV

IAUI

NEOS Gold High Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureIAUICGDV

Fee0.79%0.33%

Cost on $10k a year$79$33

Yield14.18%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−24.5%−9.7%

Volatility · 1Y23.6%13.4%

3–1measures won
CGDV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IAUI, CGDV, VYM

Today

23.0%most shared, CGDV and VYM

IAUICGDVVYM

IAUI—0.0%0.0%

CGDV0.0%—23.0%

VYM0.0%23.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,339most kept, IAUI

IAUI$1,418 − $79 = $1,339

VYM$230 − $4 = $226

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee