Compare · 2 funds side by side · dividends reinvested

IWD and VIG

IWDiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,178IWD · best of the two

02 / 04

IWD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: IWD 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.2B$17,178

IWD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 48.4% in common

IWDMeasureVIG

+24.2%Year to dateJan 1 → Nov 3+14.0%

+28.4%1 yearTotal return+15.9%

+23.8%3 years · per year$10,000 became $18,980 · $17,369+20.2%

+11.4%5 years · per year$10,000 became $17,178 · $16,495+10.5%

0.18%Expense ratio$18 · $4 a year on $10k · lower is better0.04%

1.37%Trailing 12-mo yield$137 · $147 a year on $10k1.47%

−6.8%Worst dropSmaller is better−7.9%

11.0%VolatilityLower is calmer10.0%

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

5–3IWD wins

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

More Ways to See the Pairs

IWD vs VIG: Top 5 Holdings

Today

IWD

21.8%in top 5

VIG

in top 522.1%

IWDStockVIG

6.0%AAPL4.9%

5.6%AMZNnot top 5

5.1%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

2.4%JPM3.9%

2.7%BRK-Bnot top 5

Held in common48.4%

End-of-day Nov 3, 2026 · share of each fund

IWD vs VIG Returns, Every Period

iSharesIWD

+11.4%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

IWDVIGFaded: behind in that period

4–0IWD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWD vs VIG

YTD

iSharesIWD

+24.2%

VIGVanguard

+14.0%

+24.2%Year to date+14.0%

−6.8%Worst drop · 1Y−7.9%

11.0%Volatility · 1Y10.0%

1.4%Yield1.5%

$83.2BAssets$109B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWD0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IWD, VIG

1.47%highest, VIG

FundTrailing yieldYield$10k

VIG1.47%$147

IWD1.37%$137

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IWD, VIG

Today

48.4%most shared, IWD and VIG

IWDVIG

IWD—48.4%

VIG48.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

VIGWorst drop−7.9%10.0% vol

IWDWorst drop−6.8%11.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VIGIWD

+14.0%Year to date+24.2%

1.5%Yield1.4%

+15.9%Past year+28.4%

0.04%Fee0.18%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026