Compare · 3 funds side by side · dividends reinvested

SQLT, IWF and VIG

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

02 / 04

SQLT, IWF 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%$109B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.0

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M2.5

Rank among the three1st → 3rdFee, 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: SQLT 2026 · IWF 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,441

IWF

VIG

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

$10,000 five years ago, dividends reinvested · they hold 32.8% in common

IWFMeasureVIG

−5.3%Year to dateJan 1 → Nov 6+12.1%

−6.5%1 yearTotal return+14.3%

+19.4%3 years · per year$10,000 became $17,022 · $16,669+18.6%

+9.1%5 years · per year$10,000 became $15,442 · $16,243+10.2%

0.18%Expense ratio$18 · $4 a year on $10k · lower is better0.04%

0.39%Trailing 12-mo yield$39 · $150 a year on $10k1.50%

−14.6%Worst dropSmaller is better−7.9%

19.4%VolatilityLower is calmer10.8%

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

1–7VIG wins

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

More Ways to See the Pairs

IWF vs VIG: Top 5 Holdings

Today

IWF

39.8%in top 5

VIG

in top 522.1%

IWFStockVIG

14.1%NVDAnot top 5

9.0%AAPL4.9%

6.6%MSFT4.9%

5.5%GOOGLnot top 5

4.5%AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common32.8%

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

IWF vs VIG Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

IWFVIGFaded: behind in that period

1–3VIG wins

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

Stocks vs Income: IWF vs VIG

YTD

iSharesIWF

−5.3%

VIGVanguard

+12.1%

−5.3%Year to date+12.1%

−14.6%Worst drop · 1Y−7.9%

19.4%Volatility · 1Y10.8%

0.4%Yield1.5%

$115BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: SQLT, IWF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWF0.18%$18

SQLT0.20%$20

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

Yields: SQLT, IWF, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

SQLT0.49%$49

IWF0.39%$39

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

SQLT$49 − $20 = $29

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLT, IWF, VIG

Today

32.8%most shared, IWF and VIG

SQLTIWFVIG

SQLT—0.6%2.2%

IWF0.6%—32.8%

VIG2.2%32.8%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

IWFWorst drop−14.6%19.4% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VIGIWF

+12.1%Year to date−5.3%

1.5%Yield0.4%

+14.3%Past year−6.5%

0.04%Fee0.18%

4–0VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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