IGRO vs IVLU

AIGRO

BIVLU

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,395IVLU · IGRO $15,990

Lowest cost0.15%IGRO · $15 on $10k

Most income3.24%IVLU · $324 on $10k

Smallest drop−10.0%IGRO · worst fall in 1Y

Held in common23.7%IGRO and IVLU

IGRO

IVLU

iShares International Dividend Growth ETF · $1.3BiShares MSCI Intl Value Factor ETF · $4.6B

+21.2%3 years · per year$17,794 · $20,233+26.5%

+9.8%5 years · per year$15,990 · $20,395+15.3%

0.15%Expense ratio$15 · $31 on $10k · lower wins0.31%

2.55%12-mo yield$255 · $324 on $10k3.24%

−10.0%Worst dropSmaller wins−11.7%

13.2%VolatilityLower wins16.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIGRO · IVLU

2.0%7203.T2.0%

3.3%BATS.L1.7%

3.1%ROP.SW1.6%

3.1%NOVN.SW1.4%

Held in common23.7%

End-of-day Nov 4, 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	BIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.24%	+3.1%	+15.8%	+24.8%	+26.5%	+15.3%	−11.7%	$4.6B
2	AIGRO	iShares International Dividend Growth ETFRead Desk		0.15%	2.55%	+2.9%	+16.8%	+22.1%	+21.2%	+9.8%	−10.0%	$1.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.24%	+3.1%	+15.8%	+24.8%	+26.5%	+15.3%	−11.7%	$4.6B
2	AIGRO	iShares International Dividend Growth ETFRead Desk		0.15%	2.55%	+2.9%	+16.8%	+22.1%	+21.2%	+9.8%	−10.0%	$1.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IGRO vs IVLU

IGRO

iShares International Dividend Growth

$15,990

IVLU

iShares MSCI Intl Value Factor

$20,395

MeasureIGROIVLU

Fee0.15%0.31%

Cost on $10k a year$15$31

Yield2.55%3.24%

5 years, per year+9.8%+15.3%

3 years, per year+21.2%+26.5%

Worst drop · 1Y−10.0%−11.7%

Volatility · 1Y13.2%16.1%

3–3measures won
level

23.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IGRO, IVLU

Today

23.7%most shared, IGRO and IVLU

IGROIVLU

IGRO—23.7%

IVLU23.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$293most kept, IVLU

IVLU$324 − $31 = $293

IGRO$255 − $15 = $240

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee