Compare · 2 funds side by side · dividends reinvested

IYF and VIG

IYFiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

IYF 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%$109B1.1

iShares U.S. Financials ETFSectors · Financials0.37%1.42%+7.2%+13.5%+25.7%+10.9%−13.9%14.8%$3.9B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IYF 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financials ETF · $3.9B$16,051

IYF

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

IYFMeasureVIG

+7.2%Year to dateJan 1 → Nov 5+16.4%

+13.5%1 yearTotal return+18.9%

+25.7%3 years · per year$10,000 became $19,876 · $17,533+20.6%

+10.9%5 years · per year$10,000 became $16,748 · $17,005+11.2%

0.37%Expense ratio$37 · $4 a year on $10k · lower is better0.04%

1.42%Trailing 12-mo yield$142 · $144 a year on $10k1.44%

−13.9%Worst dropSmaller is better−7.9%

14.8%VolatilityLower is calmer10.2%

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

1–7VIG wins

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

More Ways to See the Pairs

IYF vs VIG: Top 5 Holdings

Today

IYF

34.7%in top 5

VIG

in top 522.1%

IYFStockVIG

12.7%BRK-Bnot top 5

11.0%JPM3.9%

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

3.7%WFCnot top 5

3.7%BACnot top 5

3.6%GSnot top 5

Held in common15.8%

End-of-day Nov 5, 2026 · share of each fund

IYF vs VIG Returns, Every Period

iSharesIYF

+10.9%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

IYFVIGFaded: behind in that period

1–3VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: IYF vs VIG

YTD

iSharesIYF

+7.2%

VIGVanguard

+16.4%

+7.2%Year to date+16.4%

−13.9%Worst drop · 1Y−7.9%

14.8%Volatility · 1Y10.2%

1.4%Yield1.4%

$3.9BAssets$109B

3–0VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IYF0.37%$37

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IYF, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

IYF1.42%$142

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IYF$142 − $37 = $105

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IYF, VIG

Today

15.8%most shared, IYF and VIG

IYFVIG

IYF—15.8%

VIG15.8%—

End-of-day Nov 5, 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

IYFWorst drop−13.9%14.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGIYF

+16.4%Year to date+7.2%

1.4%Yield1.4%

+18.9%Past year+13.5%

0.04%Fee0.37%

3–0VIG wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026