IDV vs CGDV

AIDV

BCGDV

Measures won3–2IDV wins · of 6 · 5Y

$10,000 · 5Y$18,783IDV

Lowest cost0.33%CGDV · $33 on $10k

Most income5.57%IDV · $557 on $10k

Smallest drop−8.5%IDV · worst fall in 1Y

Held in common2.5%IDV and CGDV

IDV

CGDV

iShares International Select Dividend ETF · $8.3BCapital Group Dividend Value ETF · $38.8B

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

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

0.50%Expense ratio$50 · $33 on $10k · lower wins0.33%

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

−8.5%Worst dropSmaller wins−9.7%

13.5%VolatilityLower wins12.6%

3–2IDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDV · CGDV

3.9%BATS.L2.5%

Held in common2.5%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIDV	iShares International Select Dividend ETFRead Desk		0.50%	5.57%	+3.0%	+15.1%	+23.2%	+27.7%	+13.4%	−8.5%	$8.3B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIDV	iShares International Select Dividend ETFRead Desk		0.50%	5.57%	+3.0%	+15.1%	+23.2%	+27.7%	+13.4%	−8.5%	$8.3B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IDV vs CGDV

IDV

iShares International Select Dividend

$18,783

CGDV

Capital Group Dividend Value

[…]

MeasureIDVCGDV

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield5.57%1.22%

5 years, per year+13.4%[…]

3 years, per year+27.7%+26.1%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y13.5%12.6%

3–2measures won
IDV first

2.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

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