Compare · 3 funds side by side · dividends reinvested

IWD, VIG and VUG

IWDiShares×VIGVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,246IWD · best of the three

02 / 04

IWD, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$83.3B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.6

Rank among the three1st → 3rdFee, 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: IWD 2000 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.3B$17,246

IWD

VIG

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

$10,000 five years ago, dividends reinvested · they hold 48.2% in common

IWDMeasureVIG

+24.1%Year to dateJan 1 → Nov 5+12.5%

+29.3%1 yearTotal return+15.2%

+23.0%3 years · per year$10,000 became $18,611 · $16,814+18.9%

+11.5%5 years · per year$10,000 became $17,246 · $16,331+10.3%

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

1.37%Trailing 12-mo yield$137 · $149 a year on $10k1.49%

−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 5, 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 common48.2%

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

IWD vs VIG Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

IWDVIGFaded: behind in that period

4–0IWD wins

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

Stocks vs Income: IWD vs VIG

YTD

iSharesIWD

+24.1%

VIGVanguard

+12.5%

+24.1%Year to date+12.5%

−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 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

IWD0.18%$18

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

Yields: IWD, VIG, VUG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

IWD1.37%$137

VUG0.43%$43

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IWD$137 − $18 = $119

VUG$43 − $3 = $40

KeptFee

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

Overlap: IWD, VIG, VUG

Today

48.2%most shared, IWD and VIG

IWDVIGVUG

IWD—48.2%22.9%

VIG48.2%—26.4%

VUG22.9%26.4%—

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

Return vs Bumpiness: 3 ETFs

+29.3%IWD, at 11.6% volatility

VIGWorst drop−7.9%10.8% vol

IWDWorst drop−6.8%11.6% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VIGIWD

+12.5%Year to date+24.1%

1.5%Yield1.4%

+15.2%Past year+29.3%

0.04%Fee0.18%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026