IYLD vs CGDV

AIYLD

BCGDV

Measures won3–2IYLD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IYLD $11,608

Lowest cost0.06%SCHD · $6 on $10k

Most income4.83%IYLD · $483 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 · $129MCapital Group Dividend Value ETF · $37.9B

+10.3%3 years · per year$13,437 · $18,840+23.5%

+3.0%5 years · per year$11,608 · […][…]

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

4.83%12-mo yield$483 · $127 on $10k1.27%

−4.7%Worst dropSmaller wins−9.7%

6.0%VolatilityLower wins13.4%

3–2IYLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIYLD · CGDV

0.3%BATS.L2.7%

0.3%PLD0.9%

0.2%NEE1.1%

Held in common0.8%

End-of-day Nov 6, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk	0.50%	4.83%	−0.2%	+4.4%	+6.4%	+10.3%	+3.0%	−4.7%	$129M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk	0.50%	4.83%	−0.2%	+4.4%	+6.4%	+10.3%	+3.0%	−4.7%	$129M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 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

$11,608

CGDV

Capital Group Dividend Value

[…]

MeasureIYLDCGDV

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield4.83%1.27%

5 years, per year+3.0%[…]

3 years, per year+10.3%+23.5%

Worst drop · 1Y−4.7%−9.7%

Volatility · 1Y6.0%13.4%

3–2measures won
IYLD first

0.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IYLD, CGDV, SCHD

Today

5.9%most shared, CGDV and SCHD

IYLDCGDVSCHD

IYLD—0.8%0.1%

CGDV0.8%—5.9%

SCHD0.1%5.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$433most kept, IYLD

IYLD$483 − $50 = $433

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee