Compare · 2 funds side by side · dividends reinvested

AOR and VIG

AORiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

AOR and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

iShares Core 60/40 Balanced Allocation ETFUnsorted0.20%2.64%+7.7%+8.7%+15.9%+6.5%−6.6%9.3%$3.9B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AOR 2008 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core 60/40 Balanced Allocation ETF · $3.9B$13,725

AOR

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

AORMeasureVIG

+7.7%Year to dateJan 1 → Nov 4+16.4%

+8.7%1 yearTotal return+18.9%

+15.9%3 years · per year$10,000 became $15,557 · $17,533+20.6%

+6.5%5 years · per year$10,000 became $13,725 · $17,005+11.2%

0.20%Expense ratio$20 · $4 a year on $10k · lower is better0.04%

2.64%Trailing 12-mo yield$264 · $144 a year on $10k1.44%

−6.6%Worst dropSmaller is better−7.9%

9.3%VolatilityLower is calmer10.2%

AORVIG Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AOR vs VIG: Top 5 Holdings

Today

AOR

9.3%in top 5

VIG

in top 522.1%

AORStockVIG

2.0%MSFT4.9%

2.5%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.6%NVDAnot top 5

1.3%AMZNnot top 5

0.9%2330.TWnot top 5

Held in common15.8%

End-of-day Nov 4, 2026 · share of each fund

AOR vs VIG Returns, Every Period

iSharesAOR

+6.5%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

AORVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: AOR vs VIG

YTD

iSharesAOR

+7.7%

VIGVanguard

+16.4%

+7.7%Year to date+16.4%

−6.6%Worst drop · 1Y−7.9%

9.3%Volatility · 1Y10.2%

2.6%Yield1.4%

$3.9BAssets$109B

3–1AOR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AOR, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

AOR0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AOR, VIG

2.64%highest, AOR

FundTrailing yieldYield$10k

AOR2.64%$264

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$244most kept, AOR

AOR$264 − $20 = $244

VIG$144 − $4 = $140

KeptFee

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

Overlap: AOR, VIG

Today

15.8%most shared, AOR and VIG

AORVIG

AOR—15.8%

VIG15.8%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

AORWorst drop−6.6%9.3% vol

VIGWorst drop−7.9%10.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AORVIG

+7.7%Year to date+16.4%

2.6%Yield1.4%

+8.7%Past year+18.9%

0.20%Fee0.04%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026