Compare · 3 funds side by side · dividends reinvested

VUG, VIG and IJR

Not found: HAPI

VUGVanguard×VIGVanguard×IJRiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

VUG, VIG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: VUG 2004 · VIG 2006 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 26.4% in common

VUGMeasureVIG

+1.4%Year to dateJan 1 → Nov 6+12.1%

+0.2%1 yearTotal return+14.3%

+22.6%3 years · per year$10,000 became $18,415 · $16,669+18.6%

+10.0%5 years · per year$10,000 became $16,124 · $16,243+10.2%

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

0.42%Trailing 12-mo yield$42 · $150 a year on $10k1.50%

−15.1%Worst dropSmaller is better−7.9%

19.0%VolatilityLower is calmer10.8%

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

2–6VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs VIG: Top 5 Holdings

Today

VUG

45.2%in top 5

VIG

in top 522.1%

VUGStockVIG

13.5%NVDAnot top 5

12.5%AAPL4.9%

9.7%MSFT4.9%

5.2%GOOGLnot top 5

4.3%AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common26.4%

End-of-day Nov 6, 2026 · share of each fund

VUG vs VIG Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

VUGVIGFaded: behind in that period

1–3VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VUG vs VIG

YTD

VanguardVUG

+1.4%

VIGVanguard

+12.1%

+1.4%Year to date+12.1%

−15.1%Worst drop · 1Y−7.9%

19.0%Volatility · 1Y10.8%

0.4%Yield1.5%

$233BAssets$109B

4–0VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUG, VIG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

IJR0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VUG, VIG, IJR

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

IJR1.24%$124

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IJR$124 − $6 = $118

VUG$42 − $3 = $39

KeptFee

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

Overlap: VUG, VIG, IJR

Today

26.4%most shared, VUG and VIG

VUGVIGIJR

VUG—26.4%0.0%

VIG26.4%—0.7%

IJR0.0%0.7%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

VIGWorst drop−7.9%10.8% vol

IJRWorst drop−9.7%16.2% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VIGIJR

+12.1%Year to date+15.5%

1.5%Yield1.2%

+14.3%Past year+17.6%

0.04%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026