Compare · 2 funds side by side · dividends reinvested

IUSV and VIG

IUSViShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,003IUSV · best of the two

02 / 04

IUSV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.65%+12.9%+15.9%+18.3%+11.2%−6.4%10.2%$28.4B1.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: IUSV 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Value ETF · $28.4B$17,003

IUSV

VIG

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

$10,000 five years ago, dividends reinvested · they hold 49.2% in common

IUSVMeasureVIG

+12.9%Year to dateJan 1 → Nov 5+12.5%

+15.9%1 yearTotal return+15.2%

+18.3%3 years · per year$10,000 became $16,565 · $16,814+18.9%

+11.2%5 years · per year$10,000 became $17,003 · $16,331+10.3%

0.04%Expense ratio$4 · $4 a year on $10k · lower is better0.04%

1.65%Trailing 12-mo yield$165 · $149 a year on $10k1.49%

−6.4%Worst dropSmaller is better−7.9%

10.2%VolatilityLower is calmer10.8%

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

6–1IUSV wins

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

More Ways to See the Pairs

IUSV vs VIG: Top 5 Holdings

Today

IUSV

16.8%in top 5

VIG

in top 522.1%

IUSVStockVIG

7.8%AAPL4.9%

not top 5MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.7%AMZNnot top 5

2.1%XOMnot top 5

1.8%WMTnot top 5

1.4%COSTnot top 5

Held in common49.2%

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

IUSV vs VIG Returns, Every Period

iSharesIUSV

+11.2%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

IUSVVIGFaded: behind in that period

3–1IUSV wins

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

Stocks vs Income: IUSV vs VIG

YTD

iSharesIUSV

+12.9%

VIGVanguard

+12.5%

+12.9%Year to date+12.5%

−6.4%Worst drop · 1Y−7.9%

10.2%Volatility · 1Y10.8%

1.6%Yield1.5%

$28.4BAssets$109B

4–0IUSV wins

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

Cost, Income and Risk

Fees: IUSV, VIG

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

VIG0.04%$4

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

Yields: IUSV, VIG

1.65%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.65%$165

VIG1.49%$149

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

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

VIG$149 − $4 = $145

KeptFee

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

Overlap: IUSV, VIG

Today

49.2%most shared, IUSV and VIG

IUSVVIG

IUSV—49.2%

VIG49.2%—

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

Return vs Bumpiness: 2 ETFs

+15.9%IUSV, at 10.2% volatility

IUSVWorst drop−6.4%10.2% vol

VIGWorst drop−7.9%10.8% vol

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

Paid More vs Made More

YTD

IUSVVIG

+12.9%Year to date+12.5%

1.6%Yield1.5%

+15.9%Past year+15.2%

0.04%Fee0.04%

3–0IUSV 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