Compare · 3 funds side by side · dividends reinvested

IBTM, VIG and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

IBTM, VIG and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B2.0

iShares iBonds Dec 2032 Term Treasury ETFBonds & Cash · Treasuries0.07%3.99%−0.5%−0.2%+5.2%[…]−5.1%4.0%$637M2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: IBTM 2022 · VIG 2006 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2032 Term Treasury ETF · $637M[…]

IBTM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested

IBTMMeasureVIG

−0.5%Year to dateJan 1 → Nov 5+12.5%

−0.2%1 yearTotal return+15.2%

+5.2%3 years · per year$10,000 became $11,652 · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.07%Expense ratio$7 · $4 a year on $10k · lower is better0.04%

3.99%Trailing 12-mo yield$399 · $149 a year on $10k1.49%

−5.1%Worst dropSmaller is better−7.9%

4.0%VolatilityLower is calmer10.8%

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

3–4VIG wins

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

More Ways to See the Pairs

IBTM vs VIG: Top 5 Holdings

Today

IBTM

[…]in top 5

VIG

in top 522.1%

IBTMStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

IBTM vs VIG Returns, Every Period

iSharesIBTM

−0.2%

past year

VIGVanguard

+15.2%

past year

IBTMVIGFaded: behind in that period

0–3VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IBTM vs SGOV

YTD

iSharesIBTM

−0.5%

SGOViShares

+3.1%

−0.5%Year to date+3.1%

−5.1%Worst drop · 1Y+0.0%

4.0%Volatility · 1Y0.2%

4.0%Yield3.6%

$637MAssets$117B

3–1SGOV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBTM, VIG, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IBTM0.07%$7

SGOV0.09%$9

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IBTM, VIG, SGOV

3.99%highest, IBTM

FundTrailing yieldYield$10k

IBTM3.99%$399

SGOV3.63%$363

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$392most kept, IBTM

IBTM$399 − $7 = $392

SGOV$363 − $9 = $354

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IBTM, VIG, SGOV

Today

[…]holdings […]

IBTMVIGSGOV

IBTM—[…][…]

VIG[…]—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

SGOVWorst drop0.0%0.2% vol

IBTMWorst drop−5.1%4.0% vol

VIGWorst drop−7.9%10.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IBTMVIG

−0.5%Year to date+12.5%

4.0%Yield1.5%

−0.2%Past year+15.2%

0.07%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026