Compare · 2 funds side by side · dividends reinvested

ISCV and VIG

ISCViShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

ISCV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Small Cap Value ETFUS Stock Styles · Small cap0.06%1.86%+19.1%+24.1%+21.1%+9.0%−9.3%14.4%$693M1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

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: ISCV 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small Cap Value ETF · $693M$15,401

ISCV

VIG

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

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

ISCVMeasureVIG

+19.1%Year to dateJan 1 → Nov 4+16.4%

+24.1%1 yearTotal return+18.9%

+21.1%3 years · per year$10,000 became $17,752 · $17,533+20.6%

+9.0%5 years · per year$10,000 became $15,401 · $17,005+11.2%

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

1.86%Trailing 12-mo yield$186 · $144 a year on $10k1.44%

−9.3%Worst dropSmaller is better−7.9%

14.4%VolatilityLower is calmer10.2%

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

4–4Level

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

More Ways to See the Pairs

ISCV vs VIG: Top 5 Holdings

Today

ISCV

2.9%in top 5

VIG

in top 522.1%

ISCVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.6%SWKSnot top 5

0.6%BBYnot top 5

0.6%HSTnot top 5

0.6%JLLnot top 5

0.5%RGAnot top 5

Held in common3.1%

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

ISCV vs VIG Returns, Every Period

iSharesISCV

+9.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

ISCVVIGFaded: behind in that period

3–1ISCV wins

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

Stocks vs Income: ISCV vs VIG

YTD

iSharesISCV

+19.1%

VIGVanguard

+16.4%

+19.1%Year to date+16.4%

−9.3%Worst drop · 1Y−7.9%

14.4%Volatility · 1Y10.2%

1.9%Yield1.4%

$693MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: ISCV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

ISCV0.06%$6

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

Yields: ISCV, VIG

1.86%highest, ISCV

FundTrailing yieldYield$10k

ISCV1.86%$186

VIG1.44%$144

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

Income After Fees on $10,000

$180most kept, ISCV

ISCV$186 − $6 = $180

VIG$144 − $4 = $140

KeptFee

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

Overlap: ISCV, VIG

Today

3.1%most shared, ISCV and VIG

ISCVVIG

ISCV—3.1%

VIG3.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.1%ISCV, at 14.4% volatility

VIGWorst drop−7.9%10.2% vol

ISCVWorst drop−9.3%14.4% vol

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

Paid More vs Made More

YTD

ISCVVIG

+19.1%Year to date+16.4%

1.9%Yield1.4%

+24.1%Past year+18.9%

0.06%Fee0.04%

3–1ISCV 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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026