Compare · 2 funds side by side · dividends reinvested

IHE and VIG

IHEiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,284IHE · best of the two

02 / 04

IHE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Pharmaceuticals ETFSectors · Health care0.37%1.31%+29.8%+45.2%+26.9%+14.0%−9.7%18.7%$1.6B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

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: IHE 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Pharmaceuticals ETF · $1.6B$19,284

IHE

VIG

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

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

IHEMeasureVIG

+29.8%Year to dateJan 1 → Nov 4+16.4%

+45.2%1 yearTotal return+18.9%

+26.9%3 years · per year$10,000 became $20,460 · $17,533+20.6%

+14.0%5 years · per year$10,000 became $19,284 · $17,005+11.2%

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

1.31%Trailing 12-mo yield$131 · $144 a year on $10k1.44%

−9.7%Worst dropSmaller is better−7.9%

18.7%VolatilityLower is calmer10.2%

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

4–4Level

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

More Ways to See the Pairs

IHE vs VIG: Top 5 Holdings

Today

IHE

62.6%in top 5

VIG

in top 522.1%

IHEStockVIG

27.0%LLY4.1%

21.4%JNJnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.9%ZTSnot top 5

4.7%RPRXnot top 5

4.6%PFEnot top 5

not top 5AVGO4.3%

not top 5JPM3.9%

Held in common8.6%

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

IHE vs VIG Returns, Every Period

iSharesIHE

+14.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

IHEVIGFaded: behind in that period

4–0IHE wins

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

Sector vs Income: IHE vs VIG

YTD

iSharesIHE

+29.8%

VIGVanguard

+16.4%

+29.8%Year to date+16.4%

−9.7%Worst drop · 1Y−7.9%

18.7%Volatility · 1Y10.2%

1.3%Yield1.4%

$1.6BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: IHE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IHE0.37%$37

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

Yields: IHE, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

IHE1.31%$131

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IHE$131 − $37 = $94

KeptFee

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

Overlap: IHE, VIG

Today

8.6%most shared, IHE and VIG

IHEVIG

IHE—8.6%

VIG8.6%—

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

Return vs Bumpiness: 2 ETFs

+45.2%IHE, at 18.7% volatility

VIGWorst drop−7.9%10.2% vol

IHEWorst drop−9.7%18.7% vol

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

Paid More vs Made More

YTD

VIGIHE

+16.4%Year to date+29.8%

1.4%Yield1.3%

+18.9%Past year+45.2%

0.04%Fee0.37%

2–2level

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