IDV vs SPYM

AIDV

BSPYM

Measures won5–1IDV wins · of 6 · 5Y

$10,000 · 5Y$18,549IDV · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income5.63%IDV · $563 on $10k

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

Held in common0.0%IDV and SPYM

IDV

SPYM

iShares International Select Dividend ETF · $8.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+27.3%3 years · per year$20,647 · $18,222+22.1%

+13.2%5 years · per year$18,549 · $17,164+11.4%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

5.63%12-mo yield$563 · $106 on $10k1.06%

−8.5%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins13.6%

5–1IDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDV · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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	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
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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 SPYM

IDV

iShares International Select Dividend

$18,549

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureIDVSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield5.63%1.06%

5 years, per year+13.2%+11.4%

3 years, per year+27.3%+22.1%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y13.5%13.6%

5–1measures won
IDV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: IDV, SPYM

Today

0.0%most shared, IDV and SPYM

IDVSPYM

IDV—0.0%

SPYM0.0%—

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

SPYM$106 − $2 = $104

KeptFee

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