IYRI vs CGDV5YIYRIIYRIAvsBCGDVCGDVNEOS Real Estate High Income ETF · $307MCapital Group Dividend Value ETF · $38.7BReturns · dividends in[…]3 years · per year[…] · $19,001+23.9%[…]5 years · per year[…]Cost and income0.68%Expense ratio$68 · $33 on $10k · lower wins0.33%11.18%12-mo yield$1,118 · $123 on $10k1.23%Risk · 1 year
$10,000 in IYRI, CGDV, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 11, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: IYRI, CGDV, SCHDToday5.8%most shared, CGDV and SCHDIYRICGDVSCHDIYRI—0.9%0.0%CGDV0.9%—5.8%SCHD0.0%5.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
IYRI vs CGDV5YAIYRINEOS Real Estate High Income[…]vsCGDVBCapital Group Dividend Value[…]MeasureIYRICGDVFee0.68%0.33%Cost on $10k a year$68$33Yield11.18%1.23%5 years, per year[…][…]3 years, per year[…]+23.9%Worst drop · 1Y−9.6%−9.7%Volatility · 1Y11.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AIYRINEOS Real Estate High Income ETFReadDesk0.68%11.18%−0.1%+7.1%+6.6%newnew−9.6%$307M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.23%+1.2%+13.5%+15.0%+23.9%new−9.7%$38.7BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AIYRINEOS Real Estate High Income ETFReadDesk0.68%11.18%−0.1%+7.1%+6.6%newnew−9.6%$307M3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.23%+1.2%+13.5%+15.0%+23.9%new−9.7%$38.7BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: IYRI, CGDV, SCHDToday5.8%most shared, CGDV and SCHDIYRICGDVSCHDIYRI—0.9%0.0%CGDV0.9%—5.8%SCHD0.0%5.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,050most kept, IYRIIYRI$1,118 − $68 = $1,050SCHD$293 − $6 = $287CGDV$123 − $33 = $90KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee