Compare · 2 funds side by side · dividends reinvested

IWL and VIG

IWLiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,456IWL · best of the two

02 / 04

IWL and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.3

iShares Russell Top 200 ETFUS Stock Styles · Large cap0.15%0.85%+10.2%+10.2%+24.5%+12.6%−9.8%13.3%$2.2B1.8

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: IWL 2009 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Top 200 ETF · $2.2B$18,456

IWL

VIG

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

$10,000 five years ago, dividends reinvested · they hold 43.1% in common

IWLMeasureVIG

+10.2%Year to dateJan 1 → Nov 4+14.0%

+10.2%1 yearTotal return+15.9%

+24.5%3 years · per year$10,000 became $19,316 · $17,369+20.2%

+12.6%5 years · per year$10,000 became $18,089 · $16,495+10.5%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

0.85%Trailing 12-mo yield$85 · $147 a year on $10k1.47%

−9.8%Worst dropSmaller is better−7.9%

13.3%VolatilityLower is calmer10.0%

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

2–6VIG wins

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

More Ways to See the Pairs

IWL vs VIG: Top 5 Holdings

Today

IWL

31.3%in top 5

VIG

in top 522.1%

IWLStockVIG

8.9%AAPL4.9%

8.5%NVDAnot top 5

6.9%MSFT4.9%

not top 5AVGO4.3%

4.2%AMZNnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

2.9%GOOGLnot top 5

Held in common43.1%

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

IWL vs VIG Returns, Every Period

iSharesIWL

+12.6%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

IWLVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: IWL vs VIG

YTD

iSharesIWL

+10.2%

VIGVanguard

+14.0%

+10.2%Year to date+14.0%

−9.8%Worst drop · 1Y−7.9%

13.3%Volatility · 1Y10.0%

0.9%Yield1.5%

$2.2BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: IWL, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWL0.15%$15

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

Yields: IWL, VIG

1.47%highest, VIG

FundTrailing yieldYield$10k

VIG1.47%$147

IWL0.85%$85

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

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

IWL$85 − $15 = $70

KeptFee

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

Overlap: IWL, VIG

Today

43.1%most shared, IWL and VIG

IWLVIG

IWL—43.1%

VIG43.1%—

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

Return vs Bumpiness: 2 ETFs

+15.9%VIG, at 10.0% volatility

VIGWorst drop−7.9%10.0% vol

IWLWorst drop−9.8%13.3% vol

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

Paid More vs Made More

YTD

VIGIWL

+14.0%Year to date+10.2%

1.5%Yield0.9%

+15.9%Past year+10.2%

0.04%Fee0.15%

4–0VIG wins

End-of-day Nov 4, 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 4, 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 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026