Compare · 2 funds side by side · dividends reinvested

IWR and VIG

IWRiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

IWR and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.8B1.8

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: IWR 2001 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $58.8B$14,596

IWR

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 13.4% in common

IWRMeasureVIG

+16.9%Year to dateJan 1 → Nov 4+16.4%

+18.2%1 yearTotal return+18.9%

+21.2%3 years · per year$10,000 became $17,790 · $17,533+20.6%

+7.9%5 years · per year$10,000 became $14,596 · $17,005+11.2%

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

1.14%Trailing 12-mo yield$114 · $144 a year on $10k1.44%

−8.2%Worst dropSmaller is better−7.9%

13.4%VolatilityLower is calmer10.2%

IWRVIG 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

IWR vs VIG: Top 5 Holdings

Today

IWR

3.7%in top 5

VIG

in top 522.1%

IWRStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.9%MPCnot top 5

0.8%PSXnot top 5

0.7%SNOWnot top 5

0.6%NETnot top 5

0.6%MRNAnot top 5

Held in common13.4%

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

IWR vs VIG Returns, Every Period

iSharesIWR

+7.9%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

IWRVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: IWR vs VIG

YTD

iSharesIWR

+16.9%

VIGVanguard

+16.4%

+16.9%Year to date+16.4%

−8.2%Worst drop · 1Y−7.9%

13.4%Volatility · 1Y10.2%

1.1%Yield1.4%

$58.8BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: IWR, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWR0.18%$18

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

Yields: IWR, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

IWR1.14%$114

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IWR$114 − $18 = $96

KeptFee

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

Overlap: IWR, VIG

Today

13.4%most shared, IWR and VIG

IWRVIG

IWR—13.4%

VIG13.4%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

IWRWorst drop−8.2%13.4% vol

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

Paid More vs Made More

YTD

VIGIWR

+16.4%Year to date+16.9%

1.4%Yield1.1%

+18.9%Past year+18.2%

0.04%Fee0.18%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026