Compare · 2 funds side by side · dividends reinvested

IWS and VIG

IWSiShares×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

IWS and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap Value ETFUS Stock Styles · Mid cap0.23%1.27%+24.2%+27.4%+22.7%+9.8%−7.5%13.1%$14.9B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

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: IWS 2001 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap Value ETF · $14.9B$15,956

IWS

VIG

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

$10,000 five years ago, dividends reinvested · they hold 11.8% in common

IWSMeasureVIG

+24.2%Year to dateJan 1 → Nov 4+16.4%

+27.4%1 yearTotal return+18.9%

+22.7%3 years · per year$10,000 became $18,488 · $17,533+20.6%

+9.8%5 years · per year$10,000 became $15,956 · $17,005+11.2%

0.23%Expense ratio$23 · $4 a year on $10k · lower is better0.04%

1.27%Trailing 12-mo yield$127 · $144 a year on $10k1.44%

−7.5%Worst dropSmaller is better−7.9%

13.1%VolatilityLower is calmer10.2%

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

4–4Level

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

More Ways to See the Pairs

IWS vs VIG: Top 5 Holdings

Today

IWS

3.7%in top 5

VIG

in top 522.1%

IWSStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.0%PSXnot top 5

0.8%MRNAnot top 5

0.7%HPEnot top 5

0.6%ALLnot top 5

0.6%DLRnot top 5

Held in common11.8%

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

IWS vs VIG Returns, Every Period

iSharesIWS

+9.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

IWSVIGFaded: behind in that period

3–1IWS wins

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

Stocks vs Income: IWS vs VIG

YTD

iSharesIWS

+24.2%

VIGVanguard

+16.4%

+24.2%Year to date+16.4%

−7.5%Worst drop · 1Y−7.9%

13.1%Volatility · 1Y10.2%

1.3%Yield1.4%

$14.9BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: IWS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWS0.23%$23

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

Yields: IWS, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

IWS1.27%$127

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IWS$127 − $23 = $104

KeptFee

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

Overlap: IWS, VIG

Today

11.8%most shared, IWS and VIG

IWSVIG

IWS—11.8%

VIG11.8%—

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

Return vs Bumpiness: 2 ETFs

+27.4%IWS, at 13.1% volatility

VIGWorst drop−7.9%10.2% vol

IWSWorst drop−7.5%13.1% vol

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

Paid More vs Made More

YTD

VIGIWS

+16.4%Year to date+24.2%

1.4%Yield1.3%

+18.9%Past year+27.4%

0.04%Fee0.23%

2–2level

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026