IDVZ vs DIVD

AIDVZ

BDIVD

Measures won1–3DIVD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.49%DIVD · $49 on $10k

Most income2.99%IDVZ · $299 on $10k

Smallest drop−7.1%DIVD · worst fall in 1Y

Held in common19.5%IDVZ and DIVD

IDVZ

DIVD

Elevation Series Trust - Polen International Dividend Income ETF · $204MAltrius Global Dividend ETF · $28M

[…]3 years · per year[…] · $17,927+21.5%

[…]5 years · per year[…]

0.75%Expense ratio$75 · $49 on $10k · lower wins0.49%

2.99%12-mo yield$299 · $265 on $10k2.65%

−9.4%Worst dropSmaller wins−7.1%

12.4%VolatilityLower wins11.5%

1–3DIVD wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsIDVZ · DIVD

3.4%AZN2.4%

4.2%RBGLY2.3%

3.3%BTI2.3%

3.6%RHHBY2.3%

Held in common19.5%

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%	$204M
2	BDIVD	Altrius Global Dividend ETFRead Desk		0.49%	2.65%	−1.5%	+22.0%	+30.0%	+21.5%	new	−7.1%	$28M

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%	$204M
2	BDIVD	Altrius Global Dividend ETFRead Desk		0.49%	2.65%	−1.5%	+22.0%	+30.0%	+21.5%	new	−7.1%	$28M

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 DIVD

IDVZ

Elevation Series Trust - Polen International Dividend Income

[…]

DIVD

Altrius Global Dividend

[…]

MeasureIDVZDIVD

Fee0.75%0.49%

Cost on $10k a year$75$49

Yield2.99%2.65%

5 years, per year[…][…]

3 years, per year[…]+21.5%

Worst drop · 1Y−9.4%−7.1%

Volatility · 1Y12.4%11.5%

3–1measures won
DIVD first

19.5%

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: IDVZ, DIVD

Today

19.5%most shared, IDVZ and DIVD

IDVZDIVD

IDVZ—19.5%

DIVD19.5%—

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

DIVD$265 − $49 = $216

KeptFee

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