Compare · 2 funds side by side · dividends reinvested

ITDD and VIG

ITDDiShares×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

ITDD 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

iShares LifePath Target Date 2040 ETFUnsorted0.11%1.66%+10.0%+10.9%+18.8%[…]−7.6%10.8%$126M1.7

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: ITDD 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares LifePath Target Date 2040 ETF · $126M[…]

ITDD

VIG

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

$10,000 five years ago, dividends reinvested · they hold 19.3% in common

ITDDMeasureVIG

+10.0%Year to dateJan 1 → Nov 4+16.4%

+10.9%1 yearTotal return+18.9%

+18.8%3 years · per year$10,000 became $16,750 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.11%Expense ratio$11 · $4 a year on $10k · lower is better0.04%

1.66%Trailing 12-mo yield$166 · $144 a year on $10k1.44%

−7.6%Worst dropSmaller is better−7.9%

10.8%VolatilityLower is calmer10.2%

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

2–5VIG wins

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

More Ways to See the Pairs

ITDD vs VIG: Top 5 Holdings

Today

ITDD

11.0%in top 5

VIG

in top 522.1%

ITDDStockVIG

2.4%MSFT4.9%

3.0%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.0%NVDAnot top 5

1.5%AMZNnot top 5

1.1%2330.TWnot top 5

Held in common19.3%

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

ITDD vs VIG Returns, Every Period

iSharesITDD

+10.9%

past year

VIGVanguard

+18.9%

past year

ITDDVIGFaded: behind in that period

0–3VIG wins

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

Unsorted vs Income: ITDD vs VIG

YTD

iSharesITDD

+10.0%

VIGVanguard

+16.4%

+10.0%Year to date+16.4%

−7.6%Worst drop · 1Y−7.9%

10.8%Volatility · 1Y10.2%

1.7%Yield1.4%

$126MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: ITDD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

ITDD0.11%$11

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

Yields: ITDD, VIG

1.66%highest, ITDD

FundTrailing yieldYield$10k

ITDD1.66%$166

VIG1.44%$144

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

Income After Fees on $10,000

$155most kept, ITDD

ITDD$166 − $11 = $155

VIG$144 − $4 = $140

KeptFee

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

Overlap: ITDD, VIG

Today

19.3%most shared, ITDD and VIG

ITDDVIG

ITDD—19.3%

VIG19.3%—

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

ITDDWorst drop−7.6%10.8% vol

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

Paid More vs Made More

YTD

ITDDVIG

+10.0%Year to date+16.4%

1.7%Yield1.4%

+10.9%Past year+18.9%

0.11%Fee0.04%

3–1VIG 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