IDVZ vs CGDV

AIDVZ

BCGDV

Measures won3–1IDVZ wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.1%IDVZ and CGDV

IDVZ

CGDV

Elevation Series Trust - Polen International Dividend Income ETF · $203MCapital Group Dividend Value ETF · $37.8B

[…]3 years · per year[…] · $18,934+23.7%

[…]5 years · per year[…]

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

2.94%12-mo yield$294 · $124 on $10k1.24%

−9.4%Worst dropSmaller wins−9.7%

12.5%VolatilityLower wins13.5%

3–1IDVZ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIDVZ · CGDV

2.7%TSM2.1%

Held in common2.1%

End-of-day Nov 9, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AIDVZ	Elevation Series Trust - Polen International Dividend Income ETFRead Desk	0.75%	2.94%	+1.9%	+9.6%	+14.5%	new	new	−9.4%	$203M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AIDVZ	Elevation Series Trust - Polen International Dividend Income ETFRead Desk	0.75%	2.94%	+1.9%	+9.6%	+14.5%	new	new	−9.4%	$203M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 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

Yield2.94%1.24%

5 years, per year[…][…]

3 years, per year[…]+23.7%

Worst drop · 1Y−9.4%−9.7%

Volatility · 1Y12.5%13.5%

3–1measures won
IDVZ first

2.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IDVZ, CGDV, SCHD

Today

5.8%most shared, CGDV and SCHD

IDVZCGDVSCHD

IDVZ—2.1%0.0%

CGDV2.1%—5.8%

SCHD0.0%5.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IDVZ$294 − $75 = $219

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee