Compare · 2 funds side by side · dividends reinvested

IBAT and VIG

IBATiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

IBAT 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%$109B1.1

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.84%+27.5%+13.5%[…][…]−25.9%32.1%$55M1.8

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: IBAT 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Energy Storage & Materials ETF · $55M[…]

IBAT

VIG

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

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

IBATMeasureVIG

+27.5%Year to dateJan 1 → Nov 4+16.4%

+13.5%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.47%Expense ratio$47 · $4 a year on $10k · lower is better0.04%

0.84%Trailing 12-mo yield$84 · $144 a year on $10k1.44%

−25.9%Worst dropSmaller is better−7.9%

32.1%VolatilityLower is calmer10.2%

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

1–5VIG wins

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

More Ways to See the Pairs

IBAT vs VIG: Top 5 Holdings

Today

IBAT

34.3%in top 5

VIG

in top 522.1%

IBATStockVIG

7.5%BEnot top 5

7.2%APDnot top 5

7.2%AI.PAnot top 5

6.5%BAS.DEnot top 5

5.8%6762.Tnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common2.0%

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

IBAT vs VIG Returns, Every Period

iSharesIBAT

+13.5%

past year

VIGVanguard

+18.9%

past year

IBATVIGFaded: behind in that period

1–1Level

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

Sector vs Income: IBAT vs VIG

YTD

iSharesIBAT

+27.5%

VIGVanguard

+16.4%

+27.5%Year to date+16.4%

−25.9%Worst drop · 1Y−7.9%

32.1%Volatility · 1Y10.2%

0.8%Yield1.4%

$55.0MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: IBAT, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IBAT0.47%$47

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

Yields: IBAT, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

IBAT0.84%$84

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IBAT$84 − $47 = $37

KeptFee

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

Overlap: IBAT, VIG

Today

2.0%most shared, IBAT and VIG

IBATVIG

IBAT—2.0%

VIG2.0%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

IBATWorst drop−25.9%32.1% vol

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

Paid More vs Made More

YTD

VIGIBAT

+16.4%Year to date+27.5%

1.4%Yield0.8%

+18.9%Past year+13.5%

0.04%Fee0.47%

3–1VIG 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