Compare · 2 funds side by side · dividends reinvested

IDU and VIG

IDUiShares×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

IDU 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 U.S. Utilities ETFSectors · Utilities0.37%2.31%+4.6%+2.0%+17.4%+8.7%−15.3%14.9%$1.4B1.9

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: IDU 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Utilities ETF · $1.4B$15,157

IDU

VIG

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

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

IDUMeasureVIG

+4.6%Year to dateJan 1 → Nov 4+16.4%

+2.0%1 yearTotal return+18.9%

+17.4%3 years · per year$10,000 became $16,185 · $17,533+20.6%

+8.7%5 years · per year$10,000 became $15,157 · $17,005+11.2%

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

2.31%Trailing 12-mo yield$231 · $144 a year on $10k1.44%

−15.3%Worst dropSmaller is better−7.9%

14.9%VolatilityLower is calmer10.2%

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

1–7VIG wins

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

More Ways to See the Pairs

IDU vs VIG: Top 5 Holdings

Today

IDU

34.4%in top 5

VIG

in top 522.1%

IDUStockVIG

10.9%NEEnot top 5

6.7%SOnot top 5

6.1%DUKnot top 5

5.4%WMnot top 5

5.2%CEGnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common3.1%

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

IDU vs VIG Returns, Every Period

iSharesIDU

+8.7%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

IDUVIGFaded: behind in that period

0–4VIG wins

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

Sector vs Income: IDU vs VIG

YTD

iSharesIDU

+4.6%

VIGVanguard

+16.4%

+4.6%Year to date+16.4%

−15.3%Worst drop · 1Y−7.9%

14.9%Volatility · 1Y10.2%

2.3%Yield1.4%

$1.4BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: IDU, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IDU0.37%$37

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

Yields: IDU, VIG

2.31%highest, IDU

FundTrailing yieldYield$10k

IDU2.31%$231

VIG1.44%$144

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

Income After Fees on $10,000

$194most kept, IDU

IDU$231 − $37 = $194

VIG$144 − $4 = $140

KeptFee

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

Overlap: IDU, VIG

Today

3.1%most shared, IDU and VIG

IDUVIG

IDU—3.1%

VIG3.1%—

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

IDUWorst drop−15.3%14.9% vol

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

Paid More vs Made More

YTD

IDUVIG

+4.6%Year to date+16.4%

2.3%Yield1.4%

+2.0%Past year+18.9%

0.37%Fee0.04%

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%

$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