Compare · 3 funds side by side · dividends reinvested

IPAV, VIG and IGV

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

02 / 04

IPAV, VIG and IGV, 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%$109B1.1

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.58%+3.4%+8.8%[…][…]−17.2%19.6%$6M2.0

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.4B2.6

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: IPAV 2024 · VIG 2006 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

Global X Infrastructure Development ex-U.S. ETF · $6M[…]

IPAV

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IPAVMeasureVIG

+3.4%Year to dateJan 1 → Nov 9+14.8%

+8.8%1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.55%Expense ratio$55 · $4 a year on $10k · lower is better0.04%

1.58%Trailing 12-mo yield$158 · $146 a year on $10k1.46%

−17.2%Worst dropSmaller is better−7.9%

19.6%VolatilityLower is calmer11.0%

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

1–5VIG wins

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

More Ways to See the Pairs

IPAV vs VIG: Top 5 Holdings

Today

IPAV

17.6%in top 5

VIG

in top 522.1%

IPAVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.7%CNR.TOnot top 5

3.7%LT.NSnot top 5

3.7%CP.TOnot top 5

3.3%HEI.DEnot top 5

3.3%HOLN.SWnot top 5

Held in common0.0%

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

IPAV vs VIG Returns, Every Period

Global XIPAV

+8.8%

past year

VIGVanguard

+17.6%

past year

IPAVVIGFaded: behind in that period

0–2VIG wins

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

Thematic vs Income: IPAV vs VIG

YTD

Global XIPAV

+3.4%

VIGVanguard

+14.8%

+3.4%Year to date+14.8%

−17.2%Worst drop · 1Y−7.9%

19.6%Volatility · 1Y11.0%

1.6%Yield1.5%

$5.9MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: IPAV, VIG, IGV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IGV0.38%$38

IPAV0.55%$55

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

Yields: IPAV, VIG, IGV

1.58%highest, IPAV

FundTrailing yieldYield$10k

IPAV1.58%$158

VIG1.46%$146

IGV0.02%$2

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

IPAV$158 − $55 = $103

IGV$2 − $38 = −$36

KeptFee

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

Overlap: IPAV, VIG, IGV

Today

6.5%most shared, VIG and IGV

IPAVVIGIGV

IPAV—0.0%0.0%

VIG0.0%—6.5%

IGV0.0%6.5%—

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

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

IPAVWorst drop−17.2%19.6% vol

IGVWorst drop−33.2%32.9% vol

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

Paid More vs Made More

YTD

IPAVVIG

+3.4%Year to date+14.8%

1.6%Yield1.5%

+8.8%Past year+17.6%

0.55%Fee0.04%

3–1VIG wins

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