Compare · 3 funds side by side · dividends reinvested

IWD, VIG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,201IWD · best of the three

02 / 04

IWD, VIG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$83.3B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IWD 2000 · VIG 2006 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.3B$17,201

IWD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 48.3% in common

IWDMeasureVIG

+23.7%Year to dateJan 1 → Nov 6+12.1%

+28.0%1 yearTotal return+14.3%

+22.7%3 years · per year$10,000 became $18,455 · $16,669+18.6%

+11.5%5 years · per year$10,000 became $17,201 · $16,243+10.2%

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

1.37%Trailing 12-mo yield$137 · $150 a year on $10k1.50%

−6.8%Worst dropSmaller is better−7.9%

11.6%VolatilityLower is calmer10.8%

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

5–3IWD wins

End-of-day Nov 6, 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

22.6%in top 5

VIG

in top 522.1%

IWDStockVIG

6.1%AMZNnot top 5

6.0%AAPL4.9%

5.3%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

2.4%JPM3.9%

2.8%BRK-Bnot top 5

Held in common48.3%

End-of-day Nov 6, 2026 · share of each fund

IWD vs VIG Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

IWDVIGFaded: behind in that period

4–0IWD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWD vs VIG

YTD

iSharesIWD

+23.7%

VIGVanguard

+12.1%

+23.7%Year to date+12.1%

−6.8%Worst drop · 1Y−7.9%

11.6%Volatility · 1Y10.8%

1.4%Yield1.5%

$83.3BAssets$109B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, VIG, IWF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWD0.18%$18

IWF0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWD, VIG, IWF

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

IWD1.37%$137

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IWD$137 − $18 = $119

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWD, VIG, IWF

Today

48.3%most shared, IWD and VIG

IWDVIGIWF

IWD—48.3%18.9%

VIG48.3%—32.8%

IWF18.9%32.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.0%IWD, at 11.6% volatility

VIGWorst drop−7.9%10.8% vol

IWDWorst drop−6.8%11.6% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VIGIWD

+12.1%Year to date+23.7%

1.5%Yield1.4%

+14.3%Past year+28.0%

0.04%Fee0.18%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026