IDVY vs CGDV5YIDVYIDVYAvsBCGDVCGDVFirst Trust International Rising Dividend Achievers ETF · $1MCapital Group Dividend Value ETF · $38.8BReturns · dividends in[…]3 years · per year[…] · $18,754+23.3%[…]5 years · per year[…]Cost and income0.60%Expense ratio$60 · $33 on $10k · lower wins0.33%1.33%12-mo yield$133 · $124 on $10k1.24%Risk · 1 year
$10,000 in IDVY, CGDV, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: IDVY, CGDV, SCHDToday5.7%most shared, CGDV and SCHDIDVYCGDVSCHDIDVY—0.0%0.0%CGDV0.0%—5.7%SCHD0.0%5.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
IDVY vs CGDV5YAIDVYFirst Trust International Rising Dividend Achievers[…]vsCGDVBCapital Group Dividend Value[…]MeasureIDVYCGDVFee0.60%0.33%Cost on $10k a year$60$33Yield1.33%1.24%5 years, per year[…][…]3 years, per year[…]+23.3%Worst drop · 1Y[…]−9.7%Volatility · 1Y[…]13.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2AIDVYFirst Trust International Rising Dividend Achievers ETFReadDesk0.60%1.33%−0.5%newnewnewnew[…]$1M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$38.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2AIDVYFirst Trust International Rising Dividend Achievers ETFReadDesk0.60%1.33%−0.5%newnewnewnew[…]$1M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$38.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: IDVY, CGDV, SCHDToday5.7%most shared, CGDV and SCHDIDVYCGDVSCHDIDVY—0.0%0.0%CGDV0.0%—5.7%SCHD0.0%5.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$288most kept, SCHDSCHD$294 − $6 = $288CGDV$124 − $33 = $91IDVY$133 − $60 = $73KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee