Compare · 2 funds side by side · dividends reinvested

IYY and VIG

IYYiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,349IYY · best of the two

02 / 04

IYY 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 Dow Jones U.S. ETFUS Stock Styles · Large cap0.20%0.87%+13.1%+13.1%+23.9%+11.6%−8.9%13.0%$3.0B1.8

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: IYY 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Dow Jones U.S. ETF · $3.0B$17,349

IYY

VIG

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

$10,000 five years ago, dividends reinvested · they hold 41.3% in common

IYYMeasureVIG

+13.1%Year to dateJan 1 → Nov 4+16.4%

+13.1%1 yearTotal return+18.9%

+23.9%3 years · per year$10,000 became $19,024 · $17,533+20.6%

+11.6%5 years · per year$10,000 became $17,349 · $17,005+11.2%

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

0.87%Trailing 12-mo yield$87 · $144 a year on $10k1.44%

−8.9%Worst dropSmaller is better−7.9%

13.0%VolatilityLower is calmer10.2%

IYYVIG 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

IYY vs VIG: Top 5 Holdings

Today

IYY

25.4%in top 5

VIG

in top 522.1%

IYYStockVIG

7.1%NVDAnot top 5

6.9%AAPL4.9%

5.5%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.5%AMZNnot top 5

2.3%GOOGLnot top 5

Held in common41.3%

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

IYY vs VIG Returns, Every Period

iSharesIYY

+11.6%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

IYYVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: IYY vs VIG

YTD

iSharesIYY

+13.1%

VIGVanguard

+16.4%

+13.1%Year to date+16.4%

−8.9%Worst drop · 1Y−7.9%

13.0%Volatility · 1Y10.2%

0.9%Yield1.4%

$3.0BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: IYY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IYY0.20%$20

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

Yields: IYY, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

IYY0.87%$87

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IYY$87 − $20 = $67

KeptFee

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

Overlap: IYY, VIG

Today

41.3%most shared, IYY and VIG

IYYVIG

IYY—41.3%

VIG41.3%—

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

IYYWorst drop−8.9%13.0% vol

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

Paid More vs Made More

YTD

VIGIYY

+16.4%Year to date+13.1%

1.4%Yield0.9%

+18.9%Past year+13.1%

0.04%Fee0.20%

4–0VIG 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