Compare · 3 funds side by side · dividends reinvested

AVLC, VIG and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

AVLC, VIG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.1

Avantis U.S. Large Cap Equity ETFLow-Cost Core · US large cap0.15%0.90%+11.6%+14.1%+22.8%[…]−8.0%14.5%$1.6B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AVLC 2023 · VIG 2006 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Large Cap Equity ETF · $1.6B[…]

AVLC

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 39.7% in common

AVLCMeasureVIG

+11.6%Year to dateJan 1 → Nov 5+12.5%

+14.1%1 yearTotal return+15.2%

+22.8%3 years · per year$10,000 became $18,520 · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

0.90%Trailing 12-mo yield$90 · $149 a year on $10k1.49%

−8.0%Worst dropSmaller is better−7.9%

14.5%VolatilityLower is calmer10.8%

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

1–6VIG wins

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

More Ways to See the Pairs

AVLC vs VIG: Top 5 Holdings

Today

AVLC

22.2%in top 5

VIG

in top 522.1%

AVLCStockVIG

5.9%AAPL4.9%

5.4%MSFT4.9%

5.0%NVDAnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

3.9%AMZNnot top 5

not top 5JPM3.9%

2.1%METAnot top 5

Held in common39.7%

End-of-day Nov 5, 2026 · share of each fund

AVLC vs VIG Returns, Every Period

AvantisAVLC

+14.1%

past year

VIGVanguard

+15.2%

past year

AVLCVIGFaded: behind in that period

1–2VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: AVLC vs VIG

YTD

AvantisAVLC

+11.6%

VIGVanguard

+12.5%

+11.6%Year to date+12.5%

−8.0%Worst drop · 1Y−7.9%

14.5%Volatility · 1Y10.8%

0.9%Yield1.5%

$1.6BAssets$109B

4–0VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVLC, VIG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

AVLC0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AVLC, VIG, IVV

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

IVV1.14%$114

AVLC0.90%$90

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IVV$114 − $3 = $111

AVLC$90 − $15 = $75

KeptFee

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

Overlap: AVLC, VIG, IVV

Today

74.0%most shared, AVLC and IVV

AVLCVIGIVV

AVLC—39.7%74.0%

VIG39.7%—42.6%

IVV74.0%42.6%—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

IVVWorst drop−8.9%13.6% vol

AVLCWorst drop−8.0%14.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGAVLC

+12.5%Year to date+11.6%

1.5%Yield0.9%

+15.2%Past year+14.1%

0.04%Fee0.15%

4–0VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026