IQDY vs CGDV

AIQDY

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$17,365IQDY

Lowest cost0.33%CGDV · $33 on $10k

Most income3.57%IQDY · $357 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common0.7%IQDY and CGDV

IQDY

CGDV

Northern Trust International Quality Dividend Dynamic ETF · $106MCapital Group Dividend Value ETF · $39.5B

+25.2%3 years · per year$19,607 · $19,064+24.0%

+11.7%5 years · per year$17,365 · […][…]

0.51%Expense ratio$51 · $33 on $10k · lower wins0.33%

3.57%12-mo yield$357 · $127 on $10k1.27%

−10.4%Worst dropSmaller wins−9.7%

18.3%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIQDY · CGDV

0.7%CNQ.TO0.8%

Held in common0.7%

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
1	AIQDY	Northern Trust International Quality Dividend Dynamic ETFRead Desk		0.51%	3.57%	−4.3%	+14.6%	+19.5%	+25.2%	+11.7%	−10.4%	$106M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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
1	AIQDY	Northern Trust International Quality Dividend Dynamic ETFRead Desk		0.51%	3.57%	−4.3%	+14.6%	+19.5%	+25.2%	+11.7%	−10.4%	$106M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

IQDY vs CGDV

IQDY

Northern Trust International Quality Dividend Dynamic

$17,365

CGDV

Capital Group Dividend Value

[…]

MeasureIQDYCGDV

Fee0.51%0.33%

Cost on $10k a year$51$33

Yield3.57%1.27%

5 years, per year+11.7%[…]

3 years, per year+25.2%+24.0%

Worst drop · 1Y−10.4%−9.7%

Volatility · 1Y18.3%13.4%

3–2measures won
CGDV first

0.7%

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: IQDY, CGDV

Today

0.7%most shared, IQDY and CGDV

IQDYCGDV

IQDY—0.7%

CGDV0.7%—

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

Income After Fees on $10,000

$306most kept, IQDY

IQDY$357 − $51 = $306

CGDV$127 − $33 = $94

KeptFee

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