Compare · 2 funds side by side · dividends reinvested

IGM and VIG

IGMiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,692IGM · best of the two

02 / 04

IGM 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 Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+16.9%+12.7%+34.9%+16.8%−15.5%25.9%$10.3B1.6

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: IGM 2001 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech Sector ETF · $10.3B$21,692

IGM

VIG

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

$10,000 five years ago, dividends reinvested · they hold 26.1% in common

IGMMeasureVIG

+16.9%Year to dateJan 1 → Nov 4+16.4%

+12.7%1 yearTotal return+18.9%

+34.9%3 years · per year$10,000 became $24,548 · $17,533+20.6%

+16.8%5 years · per year$10,000 became $21,692 · $17,005+11.2%

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

0.15%Trailing 12-mo yield$15 · $144 a year on $10k1.44%

−15.5%Worst dropSmaller is better−7.9%

25.9%VolatilityLower is calmer10.2%

IGMVIG 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

IGM vs VIG: Top 5 Holdings

Today

IGM

39.7%in top 5

VIG

in top 522.1%

IGMStockVIG

9.7%MSFT4.9%

9.6%AAPL4.9%

8.5%NVDAnot top 5

7.4%AVGO4.3%

4.6%METAnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common26.1%

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

IGM vs VIG Returns, Every Period

iSharesIGM

+16.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

IGMVIGFaded: behind in that period

3–1IGM wins

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

Thematic vs Income: IGM vs VIG

YTD

iSharesIGM

+16.9%

VIGVanguard

+16.4%

+16.9%Year to date+16.4%

−15.5%Worst drop · 1Y−7.9%

25.9%Volatility · 1Y10.2%

0.1%Yield1.4%

$10.3BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: IGM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IGM0.37%$37

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

Yields: IGM, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

IGM0.15%$15

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IGM$15 − $37 = −$22

KeptFee

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

Overlap: IGM, VIG

Today

26.1%most shared, IGM and VIG

IGMVIG

IGM—26.1%

VIG26.1%—

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

IGMWorst drop−15.5%25.9% vol

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

Paid More vs Made More

YTD

VIGIGM

+16.4%Year to date+16.9%

1.4%Yield0.1%

+18.9%Past year+12.7%

0.04%Fee0.37%

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