Compare · 2 funds side by side · dividends reinvested

SIZE and VIG

SIZEiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

SIZE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.0

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+10.6%+12.4%+18.0%+7.1%−8.0%13.2%$425M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SIZE 2013 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $425M$14,104

SIZE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 25.9% in common

SIZEMeasureVIG

+10.6%Year to dateJan 1 → Nov 6+12.1%

+12.4%1 yearTotal return+14.3%

+18.0%3 years · per year$10,000 became $16,431 · $16,669+18.6%

+7.1%5 years · per year$10,000 became $14,104 · $16,243+10.2%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

1.39%Trailing 12-mo yield$139 · $150 a year on $10k1.50%

−8.0%Worst dropSmaller is better−7.9%

13.2%VolatilityLower is calmer10.8%

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

0–8VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SIZE vs VIG: Top 5 Holdings

Today

SIZE

2.0%in top 5

VIG

in top 522.1%

SIZEStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.4%SNnot top 5

0.4%TEAMnot top 5

0.4%KMBnot top 5

0.4%OKTAnot top 5

0.4%VMRKnot top 5

Held in common25.9%

End-of-day Nov 6, 2026 · share of each fund

SIZE vs VIG Returns, Every Period

iSharesSIZE

+7.1%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

SIZEVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SIZE vs VIG

YTD

iSharesSIZE

+10.6%

VIGVanguard

+12.1%

+10.6%Year to date+12.1%

−8.0%Worst drop · 1Y−7.9%

13.2%Volatility · 1Y10.8%

1.4%Yield1.5%

$425MAssets$109B

4–0VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIZE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SIZE0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SIZE, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

SIZE1.39%$139

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

SIZE$139 − $15 = $124

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SIZE, VIG

Today

25.9%most shared, SIZE and VIG

SIZEVIG

SIZE—25.9%

VIG25.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

SIZEWorst drop−8.0%13.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSIZE

+12.1%Year to date+10.6%

1.5%Yield1.4%

+14.3%Past year+12.4%

0.04%Fee0.15%

4–0VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026