Compare · 2 funds side by side · dividends reinvested

ITDJ and VIG

ITDJiShares×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

ITDJ 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%$109B1.0

iShares LifePath Target Date 2070 ETFUnsorted0.12%1.29%+8.4%+11.1%[…][…]−9.6%14.6%$17M2.0

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: ITDJ 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares LifePath Target Date 2070 ETF · $17M[…]

ITDJ

VIG

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

$10,000 five years ago, dividends reinvested · they hold 25.8% in common

ITDJMeasureVIG

+8.4%Year to dateJan 1 → Nov 5+12.5%

+11.1%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

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

0.12%Expense ratio$12 · $4 a year on $10k · lower is better0.04%

1.29%Trailing 12-mo yield$129 · $149 a year on $10k1.49%

−9.6%Worst dropSmaller is better−7.9%

14.6%VolatilityLower is calmer10.8%

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

0–6VIG wins

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

More Ways to See the Pairs

ITDJ vs VIG: Top 5 Holdings

Today

ITDJ

14.9%in top 5

VIG

in top 522.1%

ITDJStockVIG

3.4%MSFT4.9%

4.1%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%NVDAnot top 5

2.1%AMZNnot top 5

1.5%2330.TWnot top 5

Held in common25.8%

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

ITDJ vs VIG Returns, Every Period

iSharesITDJ

+11.1%

past year

VIGVanguard

+15.2%

past year

ITDJVIGFaded: behind in that period

0–2VIG wins

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

Unsorted vs Income: ITDJ vs VIG

YTD

iSharesITDJ

+8.4%

VIGVanguard

+12.5%

+8.4%Year to date+12.5%

−9.6%Worst drop · 1Y−7.9%

14.6%Volatility · 1Y10.8%

1.3%Yield1.5%

$17.2MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: ITDJ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

ITDJ0.12%$12

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

Yields: ITDJ, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

ITDJ1.29%$129

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

ITDJ$129 − $12 = $117

KeptFee

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

Overlap: ITDJ, VIG

Today

25.8%most shared, ITDJ and VIG

ITDJVIG

ITDJ—25.8%

VIG25.8%—

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

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

ITDJWorst drop−9.6%14.6% vol

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

Paid More vs Made More

YTD

VIGITDJ

+12.5%Year to date+8.4%

1.5%Yield1.3%

+15.2%Past year+11.1%

0.04%Fee0.12%

4–0VIG 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