IYLD vs CGDV

AIYLD

BCGDV

Measures won3–2IYLD wins · of 6 · 5Y

$10,000 · 5Y$11,712IYLD

Lowest cost0.33%CGDV · $33 on $10k

Most income4.78%IYLD · $478 on $10k

Smallest drop−4.7%IYLD · worst fall in 1Y

Held in common0.8%IYLD and CGDV

IYLD

CGDV

iShares Morningstar Multi-Asset Income ETF · $130MCapital Group Dividend Value ETF · $39.0B

+11.2%3 years · per year$13,749 · $20,044+26.1%

+3.2%5 years · per year$11,712 · […][…]

0.50%Expense ratio$50 · $33 on $10k · lower wins0.33%

4.78%12-mo yield$478 · $122 on $10k1.22%

−4.7%Worst dropSmaller wins−9.7%

6.0%VolatilityLower wins12.6%

3–2IYLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYLD · CGDV

0.3%PLD0.9%

0.3%NEE1.0%

0.2%BATS.L2.5%

Held in common0.8%

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	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk		0.50%	4.78%	+1.2%	+5.5%	+7.7%	+11.2%	+3.2%	−4.7%	$130M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk		0.50%	4.78%	+1.2%	+5.5%	+7.7%	+11.2%	+3.2%	−4.7%	$130M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

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

IYLD vs CGDV

IYLD

iShares Morningstar Multi-Asset Income

$11,712

CGDV

Capital Group Dividend Value

[…]

MeasureIYLDCGDV

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield4.78%1.22%

5 years, per year+3.2%[…]

3 years, per year+11.2%+26.1%

Worst drop · 1Y−4.7%−9.7%

Volatility · 1Y6.0%12.6%

3–2measures won
IYLD first

0.8%

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: IYLD, CGDV

Today

0.8%most shared, IYLD and CGDV

IYLDCGDV

IYLD—0.8%

CGDV0.8%—

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

Income After Fees on $10,000

$428most kept, IYLD

IYLD$478 − $50 = $428

CGDV$122 − $33 = $89

KeptFee

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