IDV vs IXC

AIDV

BIXC

Measures won4–2IDV wins · of 6 · 5Y

$10,000 · 5Y$23,813IXC · IDV $18,549

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 common7.8%IDV and IXC

IDV

IXC

iShares International Select Dividend ETF · $8.4BiShares Global Energy ETF · $3.0B

+27.3%3 years · per year$20,647 · $16,169+17.4%

+13.2%5 years · per year$18,549 · $23,813+18.9%

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

5.63%12-mo yield$563 · $275 on $10k2.75%

−8.5%Worst dropSmaller wins−15.4%

13.5%VolatilityLower wins21.8%

4–2IDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDV · IXC

4.9%TTE.PA4.9%

3.0%ENI.MI1.4%

2.4%REP.MC1.0%

2.1%AKRBP.OL0.3%

Held in common7.8%

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	BIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.0B
2	AIDV	iShares International Select Dividend ETFRead Desk	0.50%	5.63%	−1.0%	+13.9%	+23.4%	+27.3%	+13.2%	−8.5%	$8.4B
3	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

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	BIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.0B
2	AIDV	iShares International Select Dividend ETFRead Desk	0.50%	5.63%	−1.0%	+13.9%	+23.4%	+27.3%	+13.2%	−8.5%	$8.4B
3	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

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 IXC

IDV

iShares International Select Dividend

$18,549

IXC

iShares Global Energy

$23,813

MeasureIDVIXC

Fee0.50%0.37%

Cost on $10k a year$50$37

Yield5.63%2.75%

5 years, per year+13.2%+18.9%

3 years, per year+27.3%+17.4%

Worst drop · 1Y−8.5%−15.4%

Volatility · 1Y13.5%21.8%

4–2measures won
IDV first

7.8%

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, IXC, SCHD

Today

14.2%most shared, IXC and SCHD

IDVIXCSCHD

IDV—7.8%0.0%

IXC7.8%—14.2%

SCHD0.0%14.2%—

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

IXC$275 − $37 = $238

KeptFee

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