Compare · 2 funds side by side · dividends reinvested

HEFA and VIG

HEFAiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,326HEFA · best of the two

02 / 04

HEFA and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Currency Hedged MSCI EAFE ETFInternational · Developed0.70%4.08%+12.6%+15.7%+19.3%+12.9%−9.5%13.5%$7.5B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: HEFA 2014 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Currency Hedged MSCI EAFE ETF · $7.5B$18,326

HEFA

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HEFAMeasureVIG

+12.6%Year to dateJan 1 → Nov 6+12.1%

+15.7%1 yearTotal return+14.3%

+19.3%3 years · per year$10,000 became $16,970 · $16,669+18.6%

+12.9%5 years · per year$10,000 became $18,326 · $16,243+10.2%

0.70%Expense ratio$70 · $4 a year on $10k · lower is better0.04%

4.08%Trailing 12-mo yield$408 · $150 a year on $10k1.50%

−9.5%Worst dropSmaller is better−7.9%

13.5%VolatilityLower is calmer10.8%

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

5–3HEFA wins

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

More Ways to See the Pairs

HEFA vs VIG: Top 5 Holdings

Today

HEFA

8.3%in top 5

VIG

in top 522.1%

HEFAStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.5%ASML.ASnot top 5

1.6%ROP.SWnot top 5

1.4%HSBA.Lnot top 5

1.4%NOVN.SWnot top 5

1.4%SHEL.Lnot top 5

Held in common0.0%

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

HEFA vs VIG Returns, Every Period

iSharesHEFA

+12.9%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

HEFAVIGFaded: behind in that period

4–0HEFA wins

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

International vs Income: HEFA vs VIG

YTD

iSharesHEFA

+12.6%

VIGVanguard

+12.1%

+12.6%Year to date+12.1%

−9.5%Worst drop · 1Y−7.9%

13.5%Volatility · 1Y10.8%

4.1%Yield1.5%

$7.5BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: HEFA, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

HEFA0.70%$70

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

Yields: HEFA, VIG

4.08%highest, HEFA

FundTrailing yieldYield$10k

HEFA4.08%$408

VIG1.50%$150

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

Income After Fees on $10,000

$338most kept, HEFA

HEFA$408 − $70 = $338

VIG$150 − $4 = $146

KeptFee

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

Overlap: HEFA, VIG

Today

0.0%most shared, HEFA and VIG

HEFAVIG

HEFA—0.0%

VIG0.0%—

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

Return vs Bumpiness: 2 ETFs

+15.7%HEFA, at 13.5% volatility

VIGWorst drop−7.9%10.8% vol

HEFAWorst drop−9.5%13.5% vol

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

Paid More vs Made More

YTD

HEFAVIG

+12.6%Year to date+12.1%

4.1%Yield1.5%

+15.7%Past year+14.3%

0.70%Fee0.04%

3–1HEFA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026