IDV vs FGD

AIDV

BFGD

Measures won4–2IDV wins · of 6 · 5Y

$10,000 · 5Y$18,372IDV · FGD $17,480

Lowest cost0.50%IDV · $50 on $10k

Most income5.77%FGD · $577 on $10k

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

Held in common44.8%IDV and FGD

IDV

FGD

iShares International Select Dividend ETF · $8.4BFirst Trust Dow Jones Global Select Dividend Index Fund · $1.6B

+26.1%3 years · per year$20,067 · $19,517+25.0%

+12.9%5 years · per year$18,372 · $17,480+11.8%

0.50%Expense ratio$50 · $55 on $10k · lower wins0.55%

5.74%12-mo yield$574 · $577 on $10k5.77%

−8.5%Worst dropSmaller wins−9.8%

13.7%VolatilityLower wins12.8%

4–2IDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDV · FGD

2.0%OMV.VI1.7%

1.5%LGEN.L1.6%

1.4%BAMI.MI1.5%

1.5%NTGY.MC1.3%

Held in common44.8%

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

Both

5Y2 funds

#			Trend
1	AIDV	iShares International Select Dividend ETFRead Desk		0.50%	5.74%	−2.0%	+11.6%	+20.0%	+26.1%	+12.9%	−8.5%	$8.4B
2	BFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk		0.55%	5.77%	−2.1%	+13.8%	+20.8%	+25.0%	+11.8%	−9.8%	$1.6B

End-of-day Nov 6, 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%	5.74%	−2.0%	+11.6%	+20.0%	+26.1%	+12.9%	−8.5%	$8.4B
2	BFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk		0.55%	5.77%	−2.1%	+13.8%	+20.8%	+25.0%	+11.8%	−9.8%	$1.6B

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 FGD

IDV

iShares International Select Dividend

$18,373

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,480

MeasureIDVFGD

Fee0.50%0.55%

Cost on $10k a year$50$55

Yield5.74%5.77%

5 years, per year+12.9%+11.8%

3 years, per year+26.1%+25.0%

Worst drop · 1Y−8.5%−9.8%

Volatility · 1Y13.7%12.8%

4–2measures won
IDV first

44.8%

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IDV, FGD

Today

44.8%most shared, IDV and FGD

IDVFGD

IDV—44.8%

FGD44.8%—

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

FGD$577 − $55 = $522

KeptFee

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