IDV vs CGDV

AIDV

BCGDV

Measures won3–2IDV wins · of 6 · 5Y

$10,000 · 5Y$18,549IDV · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income5.63%IDV · $563 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.6%IDV and CGDV

IDV

CGDV

iShares International Select Dividend ETF · $8.4BCapital Group Dividend Value ETF · $39.5B

+27.3%3 years · per year$20,647 · $19,064+24.0%

+13.2%5 years · per year$18,549 · […][…]

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

5.63%12-mo yield$563 · $127 on $10k1.27%

−8.5%Worst dropSmaller wins−9.7%

13.5%VolatilityLower wins13.4%

3–2IDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDV · CGDV

3.9%BATS.L2.6%

Held in common2.6%

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	AIDV	iShares International Select Dividend ETFRead Desk	0.50%	5.63%	−1.0%	+13.9%	+23.4%	+27.3%	+13.2%	−8.5%	$8.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
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	AIDV	iShares International Select Dividend ETFRead Desk	0.50%	5.63%	−1.0%	+13.9%	+23.4%	+27.3%	+13.2%	−8.5%	$8.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
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

IDV vs CGDV

IDV

iShares International Select Dividend

$18,549

CGDV

Capital Group Dividend Value

[…]

MeasureIDVCGDV

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield5.63%1.27%

5 years, per year+13.2%[…]

3 years, per year+27.3%+24.0%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y13.5%13.4%

3–2measures won
IDV first

2.6%

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: IDV, CGDV, SCHD

Today

5.8%most shared, CGDV and SCHD

IDVCGDVSCHD

IDV—2.6%0.0%

CGDV2.6%—5.8%

SCHD0.0%5.8%—

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

Income After Fees on $10,000

$513most kept, IDV

IDV$563 − $50 = $513

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

KeptFee

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