Compare · 2 funds side by side · dividends reinvested

IVLU and VIG

IVLUiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,395IVLU · best of the two

02 / 04

IVLU and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Value Factor ETFUS Stock Styles · Value0.31%3.24%+15.8%+24.8%+26.5%+15.3%−11.7%16.1%$4.5B1.5

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: IVLU 2015 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Value Factor ETF · $4.5B$20,395

IVLU

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVLUMeasureVIG

+15.8%Year to dateJan 1 → Nov 4+16.4%

+24.8%1 yearTotal return+18.9%

+26.5%3 years · per year$10,000 became $20,233 · $17,533+20.6%

+15.3%5 years · per year$10,000 became $20,395 · $17,005+11.2%

0.31%Expense ratio$31 · $4 a year on $10k · lower is better0.04%

3.24%Trailing 12-mo yield$324 · $144 a year on $10k1.44%

−11.7%Worst dropSmaller is better−7.9%

16.1%VolatilityLower is calmer10.2%

IVLUVIG 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

IVLU vs VIG: Top 5 Holdings

Today

IVLU

9.2%in top 5

VIG

in top 522.1%

IVLUStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.0%SHEL.Lnot top 5

2.0%7203.Tnot top 5

1.9%HSBA.Lnot top 5

1.7%BATS.Lnot top 5

1.6%ROP.SWnot top 5

Held in common0.0%

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

IVLU vs VIG Returns, Every Period

iSharesIVLU

+15.3%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

IVLUVIGFaded: behind in that period

3–1IVLU wins

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

Stocks vs Income: IVLU vs VIG

YTD

iSharesIVLU

+15.8%

VIGVanguard

+16.4%

+15.8%Year to date+16.4%

−11.7%Worst drop · 1Y−7.9%

16.1%Volatility · 1Y10.2%

3.2%Yield1.4%

$4.5BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: IVLU, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IVLU0.31%$31

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

Yields: IVLU, VIG

3.24%highest, IVLU

FundTrailing yieldYield$10k

IVLU3.24%$324

VIG1.44%$144

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

Income After Fees on $10,000

$293most kept, IVLU

IVLU$324 − $31 = $293

VIG$144 − $4 = $140

KeptFee

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

Overlap: IVLU, VIG

Today

0.0%most shared, IVLU and VIG

IVLUVIG

IVLU—0.0%

VIG0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.8%IVLU, at 16.1% volatility

VIGWorst drop−7.9%10.2% vol

IVLUWorst drop−11.7%16.1% vol

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

Paid More vs Made More

YTD

IVLUVIG

+15.8%Year to date+16.4%

3.2%Yield1.4%

+24.8%Past year+18.9%

0.31%Fee0.04%

2–2level

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