Compare · 2 funds side by side · dividends reinvested

HDV and VIG

HDViShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,120HDV · best of the two

02 / 04

HDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core High Dividend ETFIncome · Dividend stocks0.08%3.08%+31.0%+36.2%+22.0%+13.8%−6.4%11.7%$16.2B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

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: HDV 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core High Dividend ETF · $16.2B$19,120

HDV

VIG

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

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

HDVMeasureVIG

+31.0%Year to dateJan 1 → Nov 4+16.4%

+36.2%1 yearTotal return+18.9%

+22.0%3 years · per year$10,000 became $18,148 · $17,533+20.6%

+13.8%5 years · per year$10,000 became $19,120 · $17,005+11.2%

0.08%Expense ratio$8 · $4 a year on $10k · lower is better0.04%

3.08%Trailing 12-mo yield$309 · $144 a year on $10k1.44%

−6.4%Worst dropSmaller is better−7.9%

11.7%VolatilityLower is calmer10.2%

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

6–2HDV wins

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

More Ways to See the Pairs

HDV vs VIG: Top 5 Holdings

Today

HDV

33.8%in top 5

VIG

in top 522.1%

HDVStockVIG

9.3%XOMnot top 5

7.1%CVXnot top 5

6.7%ABBVnot top 5

5.5%PGnot top 5

5.2%VZnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common17.3%

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

HDV vs VIG Returns, Every Period

iSharesHDV

+13.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

HDVVIGFaded: behind in that period

4–0HDV wins

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

HDV vs VIG

YTD

iSharesHDV

+31.0%

VIGVanguard

+16.4%

+31.0%Year to date+16.4%

−6.4%Worst drop · 1Y−7.9%

11.7%Volatility · 1Y10.2%

3.1%Yield1.4%

$16.2BAssets$109B

3–1HDV wins

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

Cost, Income and Risk

Fees: HDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

HDV0.08%$8

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

Yields: HDV, VIG

3.08%highest, HDV

FundTrailing yieldYield$10k

HDV3.08%$309

VIG1.44%$144

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

Income After Fees on $10,000

$301most kept, HDV

HDV$309 − $8 = $301

VIG$144 − $4 = $140

KeptFee

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

Overlap: HDV, VIG

Today

17.3%most shared, HDV and VIG

HDVVIG

HDV—17.3%

VIG17.3%—

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

Return vs Bumpiness: 2 ETFs

+36.2%HDV, at 11.7% volatility

VIGWorst drop−7.9%10.2% vol

HDVWorst drop−6.4%11.7% vol

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

Paid More vs Made More

YTD

HDVVIG

+31.0%Year to date+16.4%

3.1%Yield1.4%

+36.2%Past year+18.9%

0.08%Fee0.04%

3–1HDV 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