IDV vs IXC

AIDV

BIXC

Measures won4–2IDV wins · of 6 · 5Y

$10,000 · 5Y$24,504IXC · IDV $18,783

Lowest cost0.37%IXC · $37 on $10k

Most income5.57%IDV · $557 on $10k

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

Held in common7.6%IDV and IXC

IDV

IXC

iShares International Select Dividend ETF · $8.3BiShares Global Energy ETF · $3.3B

+27.7%3 years · per year$20,823 · $16,552+18.3%

+13.4%5 years · per year$18,783 · $24,504+19.6%

0.50%Expense ratio$50 · $37 on $10k · lower wins0.37%

5.57%12-mo yield$557 · $268 on $10k2.68%

−8.5%Worst dropSmaller wins−15.4%

13.5%VolatilityLower wins21.7%

4–2IDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDV · IXC

5.1%TTE.PA4.7%

3.1%ENI.MI1.3%

2.5%REP.MC0.9%

2.2%AKRBP.OL0.3%

Held in common7.6%

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	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.3B
2	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

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	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.3B
2	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

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 IXC

IDV

iShares International Select Dividend

$18,783

IXC

iShares Global Energy

$24,504

MeasureIDVIXC

Fee0.50%0.37%

Cost on $10k a year$50$37

Yield5.57%2.68%

5 years, per year+13.4%+19.6%

3 years, per year+27.7%+18.3%

Worst drop · 1Y−8.5%−15.4%

Volatility · 1Y13.5%21.7%

4–2measures won
IDV first

7.6%

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, IXC

Today

7.6%most shared, IDV and IXC

IDVIXC

IDV—7.6%

IXC7.6%—

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

IXC$268 − $37 = $231

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee