Compare · 2 funds side by side · dividends reinvested

IAK and VIG

IAKiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,202IAK · best of the two

02 / 04

IAK 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 U.S. Insurance ETFSectors · Financials0.37%2.33%+15.0%+24.9%+20.4%+15.1%−10.5%16.2%$498M1.6

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: IAK 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Insurance ETF · $498M$20,202

IAK

VIG

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

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

IAKMeasureVIG

+15.0%Year to dateJan 1 → Nov 4+16.4%

+24.9%1 yearTotal return+18.9%

+20.4%3 years · per year$10,000 became $17,456 · $17,533+20.6%

+15.1%5 years · per year$10,000 became $20,202 · $17,005+11.2%

0.37%Expense ratio$37 · $4 a year on $10k · lower is better0.04%

2.33%Trailing 12-mo yield$233 · $144 a year on $10k1.44%

−10.5%Worst dropSmaller is better−7.9%

16.2%VolatilityLower is calmer10.2%

IAKVIG 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

IAK vs VIG: Top 5 Holdings

Today

IAK

46.3%in top 5

VIG

in top 522.1%

IAKStockVIG

13.5%PGRnot top 5

13.1%CBnot top 5

8.4%TRVnot top 5

6.6%ALLnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.6%AFLnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common2.4%

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

IAK vs VIG Returns, Every Period

iSharesIAK

+15.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

IAKVIGFaded: behind in that period

2–2Level

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

Sector vs Income: IAK vs VIG

YTD

iSharesIAK

+15.0%

VIGVanguard

+16.4%

+15.0%Year to date+16.4%

−10.5%Worst drop · 1Y−7.9%

16.2%Volatility · 1Y10.2%

2.3%Yield1.4%

$498MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: IAK, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IAK0.37%$37

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

Yields: IAK, VIG

2.33%highest, IAK

FundTrailing yieldYield$10k

IAK2.33%$233

VIG1.44%$144

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

Income After Fees on $10,000

$196most kept, IAK

IAK$233 − $37 = $196

VIG$144 − $4 = $140

KeptFee

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

Overlap: IAK, VIG

Today

2.4%most shared, IAK and VIG

IAKVIG

IAK—2.4%

VIG2.4%—

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

Return vs Bumpiness: 2 ETFs

+24.9%IAK, at 16.2% volatility

VIGWorst drop−7.9%10.2% vol

IAKWorst drop−10.5%16.2% vol

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

Paid More vs Made More

YTD

IAKVIG

+15.0%Year to date+16.4%

2.3%Yield1.4%

+24.9%Past year+18.9%

0.37%Fee0.04%

2–2level

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026