Compare · 2 funds side by side · dividends reinvested

REZ and VIG

REZiShares×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

REZ and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

iShares Residential and Multisector Real Estate ETFSectors · Real estate0.48%2.05%+16.5%+17.9%+18.0%+3.2%−12.9%16.3%$846M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: REZ 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Residential and Multisector Real Estate ETF · $846M$11,689

REZ

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

REZMeasureVIG

+16.5%Year to dateJan 1 → Nov 5+12.5%

+17.9%1 yearTotal return+15.2%

+18.0%3 years · per year$10,000 became $16,430 · $16,814+18.9%

+3.2%5 years · per year$10,000 became $11,689 · $16,331+10.3%

0.48%Expense ratio$48 · $4 a year on $10k · lower is better0.04%

2.05%Trailing 12-mo yield$205 · $149 a year on $10k1.49%

−12.9%Worst dropSmaller is better−7.9%

16.3%VolatilityLower is calmer10.8%

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

3–5VIG wins

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

More Ways to See the Pairs

REZ vs VIG: Top 5 Holdings

Today

REZ

50.7%in top 5

VIG

in top 522.1%

REZStockVIG

23.0%WELLnot top 5

8.6%PSAnot top 5

7.2%VMRKnot top 5

6.8%VTRnot top 5

5.1%EXRnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

REZ vs VIG Returns, Every Period

iSharesREZ

+3.2%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

REZVIGFaded: behind in that period

2–2Level

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

Sector vs Income: REZ vs VIG

YTD

iSharesREZ

+16.5%

VIGVanguard

+12.5%

+16.5%Year to date+12.5%

−12.9%Worst drop · 1Y−7.9%

16.3%Volatility · 1Y10.8%

2.0%Yield1.5%

$846MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: REZ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

REZ0.48%$48

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

Yields: REZ, VIG

2.05%highest, REZ

FundTrailing yieldYield$10k

REZ2.05%$205

VIG1.49%$149

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

Income After Fees on $10,000

$157most kept, REZ

REZ$205 − $48 = $157

VIG$149 − $4 = $145

KeptFee

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

Overlap: REZ, VIG

Today

0.0%most shared, REZ and VIG

REZVIG

REZ—0.0%

VIG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.9%REZ, at 16.3% volatility

VIGWorst drop−7.9%10.8% vol

REZWorst drop−12.9%16.3% vol

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

Paid More vs Made More

YTD

REZVIG

+16.5%Year to date+12.5%

2.0%Yield1.5%

+17.9%Past year+15.2%

0.48%Fee0.04%

3–1REZ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026