Compare · 3 funds side by side · dividends reinvested

IWN, VIG and VUG

IWNiShares×VIGVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

IWN, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.51%+20.4%+25.7%+19.8%+6.8%−8.5%16.0%$13.9B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: IWN 2000 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 Value ETF · $13.9B$13,925

IWN

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

IWNMeasureVIG

+20.4%Year to dateJan 1 → Nov 9+14.8%

+25.7%1 yearTotal return+17.6%

+19.8%3 years · per year$10,000 became $17,178 · $16,775+18.8%

+6.8%5 years · per year$10,000 became $13,925 · $16,638+10.7%

0.24%Expense ratio$24 · $4 a year on $10k · lower is better0.04%

1.51%Trailing 12-mo yield$151 · $146 a year on $10k1.46%

−8.5%Worst dropSmaller is better−7.9%

16.0%VolatilityLower is calmer11.0%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWN vs VIG: Top 5 Holdings

Today

IWN

2.9%in top 5

VIG

in top 522.1%

IWNStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.6%CTREnot top 5

0.6%UMBFnot top 5

0.6%JXNnot top 5

0.6%VSATnot top 5

0.5%ONBnot top 5

Held in common0.8%

End-of-day Nov 9, 2026 · share of each fund

IWN vs VIG Returns, Every Period

iSharesIWN

+6.8%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

IWNVIGFaded: behind in that period

3–1IWN wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWN vs VIG

YTD

iSharesIWN

+20.4%

VIGVanguard

+14.8%

+20.4%Year to date+14.8%

−8.5%Worst drop · 1Y−7.9%

16.0%Volatility · 1Y11.0%

1.5%Yield1.5%

$13.9BAssets$109B

2–1VIG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWN, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

IWN0.24%$24

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWN, VIG, VUG

1.51%highest, IWN

FundTrailing yieldYield$10k

IWN1.51%$151

VIG1.46%$146

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

IWN$151 − $24 = $127

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWN, VIG, VUG

Today

26.4%most shared, VIG and VUG

IWNVIGVUG

IWN—0.8%0.0%

VIG0.8%—26.4%

VUG0.0%26.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.7%IWN, at 16.0% volatility

VIGWorst drop−7.9%11.0% vol

IWNWorst drop−8.5%16.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWNVIG

+20.4%Year to date+14.8%

1.5%Yield1.5%

+25.7%Past year+17.6%

0.24%Fee0.04%

2–1IWN wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026