Compare · 2 funds side by side · dividends reinvested

IJJ and VIG

IJJiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

IJJ and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.1

iShares S&P Mid-Cap 400 Value ETFUS Stock Styles · Mid cap0.18%1.64%+10.1%+14.0%+16.6%+7.9%−10.6%14.4%$8.6B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IJJ 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Mid-Cap 400 Value ETF · $8.6B$14,597

IJJ

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

IJJMeasureVIG

+10.1%Year to dateJan 1 → Nov 6+12.1%

+14.0%1 yearTotal return+14.3%

+16.6%3 years · per year$10,000 became $15,854 · $16,669+18.6%

+7.9%5 years · per year$10,000 became $14,597 · $16,243+10.2%

0.18%Expense ratio$18 · $4 a year on $10k · lower is better0.04%

1.64%Trailing 12-mo yield$164 · $150 a year on $10k1.50%

−10.6%Worst dropSmaller is better−7.9%

14.4%VolatilityLower is calmer10.8%

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

1–7VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJJ vs VIG: Top 5 Holdings

Today

IJJ

5.8%in top 5

VIG

in top 522.1%

IJJStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.4%USFDnot top 5

1.3%RSnot top 5

1.1%SNnot top 5

1.1%PRnot top 5

1.0%PFGCnot top 5

Held in common2.5%

End-of-day Nov 6, 2026 · share of each fund

IJJ vs VIG Returns, Every Period

iSharesIJJ

+7.9%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

IJJVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IJJ vs VIG

YTD

iSharesIJJ

+10.1%

VIGVanguard

+12.1%

+10.1%Year to date+12.1%

−10.6%Worst drop · 1Y−7.9%

14.4%Volatility · 1Y10.8%

1.6%Yield1.5%

$8.6BAssets$109B

3–1VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJJ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IJJ0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IJJ, VIG

1.64%highest, IJJ

FundTrailing yieldYield$10k

IJJ1.64%$164

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, IJJ

IJJ$164 − $18 = $146

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IJJ, VIG

Today

2.5%most shared, IJJ and VIG

IJJVIG

IJJ—2.5%

VIG2.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

IJJWorst drop−10.6%14.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJJVIG

+10.1%Year to date+12.1%

1.6%Yield1.5%

+14.0%Past year+14.3%

0.18%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026