Compare · 2 funds side by side · dividends reinvested

RZV and VIG

RZVInvesco×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

RZV 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%$109B1.4

Invesco S&P SmallCap 600 Pure Value ETFUS Stock Styles · Small cap0.35%1.38%+25.7%+28.4%+22.2%+10.8%−12.6%18.6%$288M1.6

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: RZV 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap 600 Pure Value ETF · $288M$16,684

RZV

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

RZVMeasureVIG

+25.7%Year to dateJan 1 → Nov 4+16.4%

+28.4%1 yearTotal return+18.9%

+22.2%3 years · per year$10,000 became $18,263 · $17,533+20.6%

+10.8%5 years · per year$10,000 became $16,684 · $17,005+11.2%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

1.38%Trailing 12-mo yield$138 · $144 a year on $10k1.44%

−12.6%Worst dropSmaller is better−7.9%

18.6%VolatilityLower is calmer10.2%

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

3–5VIG wins

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

More Ways to See the Pairs

RZV vs VIG: Top 5 Holdings

Today

RZV

9.1%in top 5

VIG

in top 522.1%

RZVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.1%HZOnot top 5

1.9%ACHCnot top 5

1.8%CBRLnot top 5

1.7%MANnot top 5

1.7%VSTSnot top 5

Held in common0.1%

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

RZV vs VIG Returns, Every Period

InvescoRZV

+10.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

RZVVIGFaded: behind in that period

3–1RZV wins

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

Stocks vs Income: RZV vs VIG

YTD

InvescoRZV

+25.7%

VIGVanguard

+16.4%

+25.7%Year to date+16.4%

−12.6%Worst drop · 1Y−7.9%

18.6%Volatility · 1Y10.2%

1.4%Yield1.4%

$288MAssets$109B

2–1VIG wins

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

Cost, Income and Risk

Fees: RZV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

RZV0.35%$35

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

Yields: RZV, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

RZV1.38%$138

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

RZV$138 − $35 = $103

KeptFee

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

Overlap: RZV, VIG

Today

0.1%most shared, RZV and VIG

RZVVIG

RZV—0.1%

VIG0.1%—

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

Return vs Bumpiness: 2 ETFs

+28.4%RZV, at 18.6% volatility

VIGWorst drop−7.9%10.2% vol

RZVWorst drop−12.6%18.6% vol

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

Paid More vs Made More

YTD

VIGRZV

+16.4%Year to date+25.7%

1.4%Yield1.4%

+18.9%Past year+28.4%

0.04%Fee0.35%

2–1RZV 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%

$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