Compare · 2 funds side by side · dividends reinvested

IWC and VIG

IWCiShares×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

IWC 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%$109B1.1

iShares Micro-Cap ETFUnsorted0.60%1.08%+14.8%+17.7%+26.5%+5.7%−13.5%23.1%$1.2B1.9

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: IWC 2005 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Micro-Cap ETF · $1.2B$13,176

IWC

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IWCMeasureVIG

+14.8%Year to dateJan 1 → Nov 4+16.4%

+17.7%1 yearTotal return+18.9%

+26.5%3 years · per year$10,000 became $20,253 · $17,533+20.6%

+5.7%5 years · per year$10,000 became $13,176 · $17,005+11.2%

0.60%Expense ratio$60 · $4 a year on $10k · lower is better0.04%

1.08%Trailing 12-mo yield$108 · $144 a year on $10k1.44%

−13.5%Worst dropSmaller is better−7.9%

23.1%VolatilityLower is calmer10.2%

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

1–7VIG wins

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

More Ways to See the Pairs

IWC vs VIG: Top 5 Holdings

Today

IWC

3.6%in top 5

VIG

in top 522.1%

IWCStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.1%CDNAnot top 5

0.7%PENGnot top 5

0.6%VRDNnot top 5

0.6%NRIXnot top 5

0.6%TILEnot top 5

Held in common0.1%

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

IWC vs VIG Returns, Every Period

iSharesIWC

+5.7%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

IWCVIGFaded: behind in that period

1–3VIG wins

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

Unsorted vs Income: IWC vs VIG

YTD

iSharesIWC

+14.8%

VIGVanguard

+16.4%

+14.8%Year to date+16.4%

−13.5%Worst drop · 1Y−7.9%

23.1%Volatility · 1Y10.2%

1.1%Yield1.4%

$1.2BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: IWC, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWC0.60%$60

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

Yields: IWC, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

IWC1.08%$108

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IWC$108 − $60 = $48

KeptFee

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

Overlap: IWC, VIG

Today

0.1%most shared, IWC and VIG

IWCVIG

IWC—0.1%

VIG0.1%—

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

IWCWorst drop−13.5%23.1% vol

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

Paid More vs Made More

YTD

VIGIWC

+16.4%Year to date+14.8%

1.4%Yield1.1%

+18.9%Past year+17.7%

0.04%Fee0.60%

4–0VIG 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