IGRO vs IVLU

AIGRO

BIVLU

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,789IVLU · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income3.33%IVLU · $333 on $10k

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

Held in common23.6%IGRO and IVLU

IGRO

IVLU

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

+20.4%3 years · per year$17,446 · $19,670+25.3%

+9.4%5 years · per year$15,653 · $19,789+14.6%

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

2.60%12-mo yield$260 · $333 on $10k3.33%

−10.0%Worst dropSmaller wins−11.7%

13.3%VolatilityLower wins16.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGRO · IVLU

2.0%7203.T1.9%

3.3%BATS.L1.7%

3.1%ROP.SW1.6%

3.1%NOVN.SW1.5%

Held in common23.6%

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

All Three

5Y3 funds

#
1	BIVLU	iShares MSCI Intl Value Factor ETFRead Desk	0.31%	3.33%	−2.5%	+13.0%	+22.7%	+25.3%	+14.6%	−11.7%	$4.6B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AIGRO	iShares International Dividend Growth ETFRead Desk	0.15%	2.60%	−1.8%	+14.8%	+20.7%	+20.4%	+9.4%	−10.0%	$1.3B

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

All Three

5Y3 funds

#
1	BIVLU	iShares MSCI Intl Value Factor ETFRead Desk	0.31%	3.33%	−2.5%	+13.0%	+22.7%	+25.3%	+14.6%	−11.7%	$4.6B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AIGRO	iShares International Dividend Growth ETFRead Desk	0.15%	2.60%	−1.8%	+14.8%	+20.7%	+20.4%	+9.4%	−10.0%	$1.3B

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

IGRO vs IVLU

IGRO

iShares International Dividend Growth

$15,653

IVLU

iShares MSCI Intl Value Factor

$19,789

MeasureIGROIVLU

Fee0.15%0.31%

Cost on $10k a year$15$31

Yield2.60%3.33%

5 years, per year+9.4%+14.6%

3 years, per year+20.4%+25.3%

Worst drop · 1Y−10.0%−11.7%

Volatility · 1Y13.3%16.3%

3–3measures won
level

23.6%

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: IGRO, IVLU, SCHD

Today

23.6%most shared, IGRO and IVLU

IGROIVLUSCHD

IGRO—23.6%0.0%

IVLU23.6%—0.0%

SCHD0.0%0.0%—

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

Income After Fees on $10,000

$302most kept, IVLU

IVLU$333 − $31 = $302

SCHD$298 − $6 = $292

IGRO$260 − $15 = $245

KeptFee

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