IDVZ vs CGDV

AIDVZ

BCGDV

Measures won3–1IDVZ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income2.99%IDVZ · $299 on $10k

Smallest drop−9.4%IDVZ · worst fall in 1Y

Held in common2.0%IDVZ and CGDV

IDVZ

CGDV

Elevation Series Trust - Polen International Dividend Income ETF · $201MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

0.75%Expense ratio$75 · $33 on $10k · lower wins0.33%

2.99%12-mo yield$299 · $127 on $10k1.27%

−9.4%Worst dropSmaller wins−9.7%

12.4%VolatilityLower wins13.4%

3–1IDVZ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsIDVZ · CGDV

2.8%TSM2.0%

Held in common2.0%

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							5Y/yr
1	AIDVZ	Elevation Series Trust - Polen International Dividend Income ETFRead Desk		0.75%	2.99%	−1.6%	+7.8%	+13.9%	new	new	−9.4%	$201M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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							5Y/yr
1	AIDVZ	Elevation Series Trust - Polen International Dividend Income ETFRead Desk		0.75%	2.99%	−1.6%	+7.8%	+13.9%	new	new	−9.4%	$201M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

IDVZ vs CGDV

IDVZ

Elevation Series Trust - Polen International Dividend Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureIDVZCGDV

Fee0.75%0.33%

Cost on $10k a year$75$33

Yield2.99%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−9.4%−9.7%

Volatility · 1Y12.4%13.4%

3–1measures won
IDVZ first

2.0%

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: IDVZ, CGDV

Today

2.0%most shared, IDVZ and CGDV

IDVZCGDV

IDVZ—2.0%

CGDV2.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$224most kept, IDVZ

IDVZ$299 − $75 = $224

CGDV$127 − $33 = $94

KeptFee

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