Compare · 2 funds side by side · dividends reinvested

IWX and VIG

IWXiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,791IWX · best of the two

02 / 04

IWX and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Top 200 Value ETFUS Stock Styles · Value0.20%1.32%+28.5%+33.7%+25.1%+13.4%−6.6%11.0%$4.0B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

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: IWX 2009 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Top 200 Value ETF · $4.0B$18,791

IWX

VIG

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

$10,000 five years ago, dividends reinvested · they hold 52.8% in common

IWXMeasureVIG

+28.5%Year to dateJan 1 → Nov 4+16.4%

+33.7%1 yearTotal return+18.9%

+25.1%3 years · per year$10,000 became $19,579 · $17,533+20.6%

+13.4%5 years · per year$10,000 became $18,791 · $17,005+11.2%

0.20%Expense ratio$20 · $4 a year on $10k · lower is better0.04%

1.32%Trailing 12-mo yield$132 · $144 a year on $10k1.44%

−6.6%Worst dropSmaller is better−7.9%

11.0%VolatilityLower is calmer10.2%

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

5–3IWX wins

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

More Ways to See the Pairs

IWX vs VIG: Top 5 Holdings

Today

IWX

30.3%in top 5

VIG

in top 522.1%

IWXStockVIG

8.1%AMZNnot top 5

8.0%AAPL4.9%

7.1%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

3.3%JPM3.9%

3.8%BRK-Bnot top 5

Held in common52.8%

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

IWX vs VIG Returns, Every Period

iSharesIWX

+13.4%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

IWXVIGFaded: behind in that period

4–0IWX wins

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

Stocks vs Income: IWX vs VIG

YTD

iSharesIWX

+28.5%

VIGVanguard

+16.4%

+28.5%Year to date+16.4%

−6.6%Worst drop · 1Y−7.9%

11.0%Volatility · 1Y10.2%

1.3%Yield1.4%

$4.0BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: IWX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWX0.20%$20

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

Yields: IWX, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

IWX1.32%$132

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IWX$132 − $20 = $112

KeptFee

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

Overlap: IWX, VIG

Today

52.8%most shared, IWX and VIG

IWXVIG

IWX—52.8%

VIG52.8%—

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

Return vs Bumpiness: 2 ETFs

+33.7%IWX, at 11.0% volatility

VIGWorst drop−7.9%10.2% vol

IWXWorst drop−6.6%11.0% vol

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

Paid More vs Made More

YTD

VIGIWX

+16.4%Year to date+28.5%

1.4%Yield1.3%

+18.9%Past year+33.7%

0.04%Fee0.20%

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