IDV vs HDEF

AIDV

BHDEF

Measures won2–3HDEF wins · of 6 · 5Y

$10,000 · 5Y$18,576HDEF · IDV $18,549

Lowest cost0.09%HDEF · $9 on $10k

Most income5.63%IDV · $563 on $10k

Smallest drop−8.1%HDEF · worst fall in 1Y

Held in common15.0%IDV and HDEF

IDV

HDEF

iShares International Select Dividend ETF · $8.5BXtrackers MSCI EAFE High Dividend Yield Equity ETF · $2.3B

+27.3%3 years · per year$20,647 · $17,859+21.3%

+13.2%5 years · per year$18,549 · $18,576+13.2%

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

5.63%12-mo yield$563 · $365 on $10k3.65%

−8.5%Worst dropSmaller wins−8.1%

13.5%VolatilityLower wins12.2%

2–3HDEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDV · HDEF

4.9%TTE.PA4.0%

3.9%BATS.L2.8%

2.1%ZURN.SW2.6%

1.3%SREN.SW1.3%

Held in common15.0%

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

Both

5Y2 funds

#			Trend
1	BHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk		0.09%	3.65%	−0.8%	+15.8%	+23.4%	+21.3%	+13.2%	−8.1%	$2.3B
2	AIDV	iShares International Select Dividend ETFRead Desk		0.50%	5.63%	−1.0%	+13.9%	+23.4%	+27.3%	+13.2%	−8.5%	$8.5B

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

Both

5Y2 funds

#			Trend
1	BHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk		0.09%	3.65%	−0.8%	+15.8%	+23.4%	+21.3%	+13.2%	−8.1%	$2.3B
2	AIDV	iShares International Select Dividend ETFRead Desk		0.50%	5.63%	−1.0%	+13.9%	+23.4%	+27.3%	+13.2%	−8.5%	$8.5B

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 HDEF

IDV

iShares International Select Dividend

$18,549

HDEF

Xtrackers MSCI EAFE High Dividend Yield Equity

$18,576

MeasureIDVHDEF

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield5.63%3.65%

5 years, per year+13.2%+13.2%

3 years, per year+27.3%+21.3%

Worst drop · 1Y−8.5%−8.1%

Volatility · 1Y13.5%12.2%

3–2measures won
HDEF first

15.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IDV, HDEF

Today

15.0%most shared, IDV and HDEF

IDVHDEF

IDV—15.0%

HDEF15.0%—

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

HDEF$365 − $9 = $356

KeptFee

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