IYRI vs CGDV

AIYRI

BCGDV

Measures won3–1IYRI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income11.25%IYRI · $1,125 on $10k

Smallest drop−9.6%IYRI · worst fall in 1Y

Held in common0.9%IYRI and CGDV

IYRI

CGDV

NEOS Real Estate High Income ETF · $307MCapital Group Dividend Value ETF · $39.0B

[…]3 years · per year[…] · $19,064+24.0%

[…]5 years · per year[…]

0.68%Expense ratio$68 · $33 on $10k · lower wins0.33%

11.25%12-mo yield$1,125 · $127 on $10k1.27%

−9.6%Worst dropSmaller wins−9.7%

11.0%VolatilityLower wins13.4%

3–1IYRI wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsIYRI · CGDV

8.6%PLD0.9%

Held in common0.9%

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							5Y/yr
1	AIYRI	NEOS Real Estate High Income ETFRead Desk		0.68%	11.25%	−1.4%	+6.4%	+6.6%	new	new	−9.6%	$307M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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							5Y/yr
1	AIYRI	NEOS Real Estate High Income ETFRead Desk		0.68%	11.25%	−1.4%	+6.4%	+6.6%	new	new	−9.6%	$307M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

IYRI vs CGDV

IYRI

NEOS Real Estate High Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureIYRICGDV

Fee0.68%0.33%

Cost on $10k a year$68$33

Yield11.25%1.27%

5 years, per year[…][…]

3 years, per year[…]+24.0%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y11.0%13.4%

3–1measures won
IYRI first

0.9%

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: IYRI, CGDV

Today

0.9%most shared, IYRI and CGDV

IYRICGDV

IYRI—0.9%

CGDV0.9%—

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

Income After Fees on $10,000

$1,057most kept, IYRI

IYRI$1,125 − $68 = $1,057

CGDV$127 − $33 = $94

KeptFee

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