IDV vs CGDV

AIDV

BCGDV

Measures won3–2IDV wins · of 6 · 5Y

$10,000 · 5Y$18,372IDV · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income5.74%IDV · $574 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common2.7%IDV and CGDV

IDV

CGDV

iShares International Select Dividend ETF · $8.2BCapital Group Dividend Value ETF · $37.9B

+26.1%3 years · per year$20,067 · $18,840+23.5%

+12.9%5 years · per year$18,372 · […][…]

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

5.74%12-mo yield$574 · $127 on $10k1.27%

−8.5%Worst dropSmaller wins−9.7%

13.7%VolatilityLower wins13.4%

3–2IDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDV · CGDV

4.0%BATS.L2.7%

Held in common2.7%

End-of-day Nov 6, 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%	5.74%	−2.0%	+11.6%	+20.0%	+26.1%	+12.9%	−8.5%	$8.2B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 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%	5.74%	−2.0%	+11.6%	+20.0%	+26.1%	+12.9%	−8.5%	$8.2B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 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

$18,372

CGDV

Capital Group Dividend Value

[…]

MeasureIDVCGDV

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield5.74%1.27%

5 years, per year+12.9%[…]

3 years, per year+26.1%+23.5%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y13.7%13.4%

3–2measures won
IDV first

2.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IDV, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

IDVCGDVVIG

IDV—2.7%0.0%

CGDV2.7%—29.4%

VIG0.0%29.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$524most kept, IDV

IDV$574 − $50 = $524

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee