Compare · 3 funds side by side · dividends reinvested

IJR, VIG and VO

IJRiShares×VIGVanguard×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

IJR, VIG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IJR 2000 · VIG 2006 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,254

IJR

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

IJRMeasureVIG

+18.9%Year to dateJan 1 → Nov 9+14.8%

+22.8%1 yearTotal return+17.6%

+17.4%3 years · per year$10,000 became $16,193 · $16,775+18.8%

+5.8%5 years · per year$10,000 became $13,254 · $16,638+10.7%

0.06%Expense ratio$6 · $4 a year on $10k · lower is better0.04%

1.21%Trailing 12-mo yield$121 · $146 a year on $10k1.46%

−9.7%Worst dropSmaller is better−7.9%

16.4%VolatilityLower is calmer11.0%

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

2–6VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJR vs VIG: Top 5 Holdings

Today

IJR

2.6%in top 5

VIG

in top 522.1%

IJRStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.5%PAYCnot top 5

0.5%RHPnot top 5

0.5%MTCHnot top 5

0.5%LTHnot top 5

0.5%VSATnot top 5

Held in common0.7%

End-of-day Nov 9, 2026 · share of each fund

IJR vs VIG Returns, Every Period

iSharesIJR

+5.8%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

IJRVIGFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IJR vs VIG

YTD

iSharesIJR

+18.9%

VIGVanguard

+14.8%

+18.9%Year to date+14.8%

−9.7%Worst drop · 1Y−7.9%

16.4%Volatility · 1Y11.0%

1.2%Yield1.5%

$104BAssets$109B

3–1VIG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJR, VIG, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VIG0.04%$4

IJR0.06%$6

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IJR, VIG, VO

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

VO1.35%$135

IJR1.21%$121

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

VO$135 − $3 = $132

IJR$121 − $6 = $115

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IJR, VIG, VO

Today

13.5%most shared, VIG and VO

IJRVIGVO

IJR—0.7%0.0%

VIG0.7%—13.5%

VO0.0%13.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.8%IJR, at 16.4% volatility

VIGWorst drop−7.9%11.0% vol

VOWorst drop−8.2%13.1% vol

IJRWorst drop−9.7%16.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VIGIJR

+14.8%Year to date+18.9%

1.5%Yield1.2%

+17.6%Past year+22.8%

0.04%Fee0.06%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026