Compare · 3 funds side by side · dividends reinvested

ICVT, 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

ICVT, 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%$109B1.5

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%$117B1.9

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.63%+3.2%+0.6%+14.7%+2.8%−18.6%18.7%$6.9B2.6

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: ICVT 2015 · VIG 2006 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Convertible Bond ETF · $6.9B$11,499

ICVT

VIG

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

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

ICVTMeasureVIG

+3.2%Year to dateJan 1 → Nov 5+12.5%

+0.6%1 yearTotal return+15.2%

+14.7%3 years · per year$10,000 became $15,083 · $16,814+18.9%

+2.8%5 years · per year$10,000 became $11,499 · $16,331+10.3%

0.20%Expense ratio$20 · $4 a year on $10k · lower is better0.04%

1.63%Trailing 12-mo yield$163 · $149 a year on $10k1.49%

−18.6%Worst dropSmaller is better−7.9%

18.7%VolatilityLower is calmer10.8%

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

1–7VIG wins

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

More Ways to See the Pairs

ICVT vs VIG: Top 5 Holdings

Today

ICVT

0.1%in top 5

VIG

in top 522.1%

ICVTStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.1%BKDnot top 5

Held in common0.0%

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

ICVT vs VIG Returns, Every Period

iSharesICVT

+2.8%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

ICVTVIGFaded: behind in that period

0–4VIG wins

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

ICVT vs SGOV

YTD

iSharesICVT

+3.2%

SGOViShares

+3.1%

+3.2%Year to date+3.1%

−18.6%Worst drop · 1Y+0.0%

18.7%Volatility · 1Y0.2%

1.6%Yield3.6%

$6.9BAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: ICVT, VIG, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

ICVT0.20%$20

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

Yields: ICVT, VIG, SGOV

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

ICVT1.63%$163

VIG1.49%$149

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

VIG$149 − $4 = $145

ICVT$163 − $20 = $143

KeptFee

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

Overlap: ICVT, VIG, SGOV

Today

0.0%most shared, ICVT and VIG

ICVTVIGSGOV

ICVT—0.0%[…]

VIG0.0%—[…]

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

VIGWorst drop−7.9%10.8% vol

ICVTWorst drop−18.6%18.7% vol

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

Paid More vs Made More

YTD

SGOVVIG

+3.1%Year to date+12.5%

3.6%Yield1.5%

+3.7%Past year+15.2%

0.09%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