Compare · 2 funds side by side · dividends reinvested

IQM and VIG

IQMFranklin Templeton×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,063IQM · best of the two

02 / 04

IQM 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%$109B1.3

Franklin Intelligent Machines ETFUnsorted0.50%0.00%+1.9%−6.8%+29.0%+11.3%−29.3%40.1%$71M1.8

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: IQM 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Intelligent Machines ETF · $71M$17,063

IQM

VIG

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

$10,000 five years ago, dividends reinvested · they hold 13.2% in common

IQMMeasureVIG

+1.9%Year to dateJan 1 → Nov 4+16.4%

−6.8%1 yearTotal return+18.9%

+29.0%3 years · per year$10,000 became $21,463 · $17,533+20.6%

+11.3%5 years · per year$10,000 became $17,063 · $17,005+11.2%

0.50%Expense ratio$50 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $144 a year on $10k1.44%

−29.3%Worst dropSmaller is better−7.9%

40.1%VolatilityLower is calmer10.2%

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

2–6VIG wins

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

More Ways to See the Pairs

IQM vs VIG: Top 5 Holdings

Today

IQM

28.4%in top 5

VIG

in top 522.1%

IQMStockVIG

8.6%NVDAnot top 5

6.5%TSMnot top 5

not top 5MSFT4.9%

4.6%AAPL4.9%

4.5%AVGO4.3%

not top 5LLY4.1%

4.1%CLS.TOnot top 5

not top 5JPM3.9%

Held in common13.2%

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

IQM vs VIG Returns, Every Period

Franklin TempletonIQM

+11.3%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

IQMVIGFaded: behind in that period

2–2Level

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

Unsorted vs Income: IQM vs VIG

YTD

Franklin TempletonIQM

+1.9%

VIGVanguard

+16.4%

+1.9%Year to date+16.4%

−29.3%Worst drop · 1Y−7.9%

40.1%Volatility · 1Y10.2%

0.0%Yield1.4%

$71.4MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: IQM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IQM0.50%$50

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

Yields: IQM, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

IQM0.00%$0

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IQM$0 − $50 = −$50

KeptFee

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

Overlap: IQM, VIG

Today

13.2%most shared, IQM and VIG

IQMVIG

IQM—13.2%

VIG13.2%—

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

IQMWorst drop−29.3%40.1% vol

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

Paid More vs Made More

YTD

VIGIQM

+16.4%Year to date+1.9%

1.4%Yield0.0%

+18.9%Past year−6.8%

0.04%Fee0.50%

4–0VIG 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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026