Compare · 2 funds side by side · dividends reinvested

IQSM and VIG

IQSMNY Life Investments×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

IQSM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.1

NYLI Candriam U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.15%1.07%+12.1%+15.8%+16.9%[…]−8.9%15.1%$439M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: IQSM 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Candriam U.S. Mid Cap Equity ETF · $439M[…]

IQSM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

IQSMMeasureVIG

+12.1%Year to dateJan 1 → Nov 5+12.5%

+15.8%1 yearTotal return+15.2%

+16.9%3 years · per year$10,000 became $15,966 · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

1.07%Trailing 12-mo yield$107 · $149 a year on $10k1.49%

−8.9%Worst dropSmaller is better−7.9%

15.1%VolatilityLower is calmer10.8%

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

1–6VIG wins

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

More Ways to See the Pairs

IQSM vs VIG: Top 5 Holdings

Today

IQSM

4.4%in top 5

VIG

in top 522.1%

IQSMStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.0%USFDnot top 5

0.9%VTRSnot top 5

0.9%ROKUnot top 5

0.9%GHnot top 5

0.9%PTCnot top 5

Held in common2.2%

End-of-day Nov 5, 2026 · share of each fund

IQSM vs VIG Returns, Every Period

NY Life InvestmentsIQSM

+15.8%

past year

VIGVanguard

+15.2%

past year

IQSMVIGFaded: behind in that period

1–2VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IQSM vs VIG

YTD

NY Life InvestmentsIQSM

+12.1%

VIGVanguard

+12.5%

+12.1%Year to date+12.5%

−8.9%Worst drop · 1Y−7.9%

15.1%Volatility · 1Y10.8%

1.1%Yield1.5%

$439MAssets$109B

4–0VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IQSM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IQSM0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IQSM, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

IQSM1.07%$107

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IQSM$107 − $15 = $92

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IQSM, VIG

Today

2.2%most shared, IQSM and VIG

IQSMVIG

IQSM—2.2%

VIG2.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.8%IQSM, at 15.1% volatility

VIGWorst drop−7.9%10.8% vol

IQSMWorst drop−8.9%15.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGIQSM

+12.5%Year to date+12.1%

1.5%Yield1.1%

+15.2%Past year+15.8%

0.04%Fee0.15%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026